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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
601
Fulcrum Asset Management
United Kingdom
$970K – – –
FPS
602
Fieldpoint Private Securities
Connecticut
$966K -$44.1K -1,180 -4%
JIC
603
Johnson Investment Counsel
Ohio
$953K -$8.23K -220 -0.8%
ZB
604
Zions Bancorporation
Utah
$949K +$370K +9,880 +62%
AWA
605
Alta Wealth Advisors
Massachusetts
$946K -$1.87K -50 -0.2%
IA
606
IndexIQ Advisors
New York
$945K +$13.5K +360 +1%
DAS
607
Dynamic Advisor Solutions
Arizona
$938K +$959K +25,630 New
CAM
608
Cresset Asset Management
Illinois
$937K -$126K -3,380 -12%
CAM
609
Cypress Asset Management
Texas
$919K -$262K -7,000 -22%
LC
610
Lavaca Capital
Texas
$918K +$938K +25,080 New
AI
611
AdvisorShares Investments
Maryland
$917K +$937K +25,060 New
MSFS
612
Main Street Financial Solutions
Pennsylvania
$915K -$15.7K -420 -2%
B
613
Barings
North Carolina
$912K +$593K +15,850 +175%
HRCM
614
Hood River Capital Management
Florida
$911K -$23.9K -640 -3%
XT
615
XTX Topco
Cayman Islands
$911K +$931K +24,890 New
PWMAG
616
Pinnacle Wealth Management Advisory Group
New Jersey
$910K -$18.7K -500 -2%
HFM
617
Harvest Fund Management
China
$905K -$76.3K -2,040 -8%
RJT
618
Raymond James Trust
Florida
$899K -$141K -3,780 -13%
MWM
619
MorganRosel Wealth Management
Colorado
$896K +$83K +2,220 +10%
BAM
620
Belpointe Asset Management
Nevada
$894K +$164K +4,390 +22%
BAMF
621
BI Asset Management Fondsmaeglerselskab
Denmark
$889K +$908K +24,280 New
IRF
622
IBM Retirement Fund
New York
$885K -$49.4K -1,320 -5%
SIA
623
Strategic Investment Advisors
Michigan
$882K +$901K +24,080 New
TBA
624
Tower Bridge Advisors
Pennsylvania
$879K – – –
MGP
625
Metis Global Partners
California
$878K +$399K +10,660 +80%
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