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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
576
Ropes Wealth Advisors
Massachusetts
$802K +$3.2K +100 +0.4%
TBA
577
Tower Bridge Advisors
Pennsylvania
$778K +$769K +24,000 New
WFC
578
Western Financial Corp
California
$766K +$82.4K +2,570 +12%
PAS
579
Park Avenue Securities
New York
$758K +$49.7K +1,550 +7%
QI
580
QS Investors
New York
$757K -$641 -20 -0.1%
DT
581
Diversified Trust
Tennessee
$747K +$160K +4,990 +28%
LCM
582
Laurion Capital Management
New York
$746K +$737K +23,000 New
PTC
583
Private Trust Company
Ohio
$743K +$734K +22,920 New
TI
584
Tidal Investments
Wisconsin
$740K +$331K +10,340 +83%
NIC
585
Northwest Investment Counselors
Oregon
$738K -$10.6K -330 -1%
ESCM
586
Echo Street Capital Management
New York
$732K +$325K +10,140 +82%
GTCM
587
Gyon Technologies Capital Management
New Jersey
$728K +$719K +22,440 New
AF
588
Advisornet Financial
Minnesota
$725K +$57.4K +1,790 +9%
MYAM
589
Meiji Yasuda Asset Management
Japan
$724K +$64.1K +2,000 +10%
CAN
590
Claraphi Advisory Network
United States
$719K +$3.85K +120 +0.5%
MMG
591
Monetary Management Group
Missouri
$714K +$706K +22,030 New
IC
592
IEQ Capital
California
$712K +$152K +4,730 +27%
EGA
593
E&G Advisors
Texas
$704K -$695K -21,700 Closed
HFM
594
Harvest Fund Management
China
$703K – – –
MSFS
595
Main Street Financial Solutions
Pennsylvania
$701K +$62.5K +1,950 +10%
GC
596
Grimes & Company
Massachusetts
$697K -$76.6K -2,390 -10%
ATC
597
Argent Trust Co
Tennessee
$688K +$681K +21,240 New
MWM
598
MorganRosel Wealth Management
Colorado
$687K -$330K -10,300 -33%
ATPW
599
Ashton Thomas Private Wealth
Arizona
$678K +$65.7K +2,050 +11%
MA
600
Mutual Advisors
Nebraska
$674K +$18.6K +580 +3%
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