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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
601
Eudaimonia Partners
Tennessee
$45K +$4.51K +280 +10%
KFS
602
Kelly Financial Services
Massachusetts
$43.5K – – –
TAIM
603
TD Ameritrade Investment Management
Nebraska
$41K +$46.4K +2,880 New
FHA
604
First Horizon Advisors
Tennessee
$40K +$19.5K +1,210 +74%
SQA
605
Simon Quick Advisors
New Jersey
$39K +$322 +20 +0.7%
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$37K – – –
VCM
607
Versant Capital Management
Arizona
$37K – – –
CFA
608
Carroll Financial Associates
North Carolina
$35K +$4.67K +290 +14%
VNA
609
Valley National Advisers
Pennsylvania
$34K – – –
MWM
610
MBE Wealth Management
Wisconsin
$33K +$37.5K +2,330 New
CA
611
Clearstead Advisors
Ohio
$32K +$36.2K +2,250 New
WPA
612
West Paces Advisors
Georgia
$31.3K – – –
HDIM
613
Hanson & Doremus Investment Management
Vermont
$31K -$12.4K -770 -27%
KPW
614
Kore Private Wealth
New York
$30K +$2.25K +140 +7%
PMFA
615
Plante Moran Financial Advisors
Michigan
$29K +$33K +2,050 New
IBOK
616
Independence Bank of Kentucky
Kentucky
$28K – – –
SFSIG
617
San Francisco Sentry Investment Group
California
$28K +$9.66K +600 +44%
PFO
618
Pathstone Family Office
New Jersey
$26K – – –
GI
619
Gradient Investments
Minnesota
$25K -$3.22K -200 -10%
BCA
620
Berman Capital Advisors
Georgia
$25K +$14.8K +920 +100%
ZB
621
Zions Bancorporation
Utah
$24K -$2.9K -180 -10%
PA
622
Procyon Advisors
Connecticut
$23K -$805 -50 -3%
ACA
623
Atlas Capital Advisors
Wyoming
$23K -$8.05K -500 -24%
CCM
624
Cribstone Capital Management
Maine
$22K – – –
PFBT
625
Parkside Financial Bank & Trust
Missouri
$21K +$5.48K +340 +30%
23 24
25
26 27