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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
601
Western Financial Corp
California
$761K -$28.7K -860 -4%
CCG
602
Capital CS Group
California
$758K -$102K -3,070 -12%
CAM
603
CenterStar Asset Management
Illinois
$757K – – –
MSFS
604
Main Street Financial Solutions
Pennsylvania
$757K +$33.7K +1,010 +5%
VAS
605
Vestmark Advisory Solutions
Massachusetts
$757K +$89.1K +2,670 +13%
HFM
606
Harvest Fund Management
China
$754K – – –
ATPW
607
Ashton Thomas Private Wealth
Arizona
$747K +$47.7K +1,430 +7%
GC
608
Grimes & Company
Massachusetts
$741K +$21K +630 +3%
NIC
609
Northwest Investment Counselors
Oregon
$736K -$25K -750 -3%
SAI
610
Systematic Alpha Investments
New Jersey
$731K – – –
EGA
611
E&G Advisors
Texas
$726K +$724K +21,700 New
KWM
612
Kingsview Wealth Management
Oregon
$717K -$665K -19,920 -48%
RWA
613
Ropes Wealth Advisors
Massachusetts
$715K -$113K -3,390 -14%
S
614
Seeyond
France
$712K +$281K +8,410 +65%
MWM
615
MorganRosel Wealth Management
Colorado
$710K +$1.33K +40 +0.2%
STAS
616
Strong Tower Advisory Services
Minnesota
$707K +$736K +22,060 New
BC
617
Burney Company
Virginia
$704K +$184K +5,500 +35%
DIM
618
DC Investments Management
Virginia
$701K +$700K +20,960 New
MA
619
Mutual Advisors
Nebraska
$688K -$6.68K -200 -1%
CA
620
CGN Advisors
Kansas
$680K +$128K +3,830 +23%
MMPW
621
Mitchell McLeod Pugh & Williams
Alabama
$675K – – –
SFM
622
Systematic Financial Management
New Jersey
$674K -$3.34K -100 -0.5%
BAM
623
Belpointe Asset Management
Nevada
$671K +$290K +8,690 +76%
APA
624
American Portfolios Advisors
New York
$668K +$11K +330 +2%
LA
625
Latitude Advisors
Florida
$664K +$366K +10,950 +123%
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