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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
601
New England Research & Management
Illinois
$893K +$941K +28,000 New
TW
602
TrinityPoint Wealth
Connecticut
$885K +$1.68K +50 +0.2%
SIA
603
Strategic Investment Advisors
Michigan
$878K +$115K +3,420 +14%
PWMAG
604
Pinnacle Wealth Management Advisory Group
New Jersey
$868K +$79K +2,350 +9%
CA
605
CGN Advisors
Kansas
$849K +$121K +3,590 +16%
LHC
606
Little House Capital
Massachusetts
$847K +$138K +4,110 +18%
SI
607
Scharf Investments
California
$846K -$76.3K -2,270 -8%
SFA
608
Souders Financial Advisors
Ohio
$845K -$28.9K -860 -3%
QI
609
Qtron Investments
Massachusetts
$832K +$124K +3,690 +16%
BL
610
Balentine LLC
Georgia
$828K +$503K +14,970 +136%
ETC
611
Exchange Traded Concepts
Oklahoma
$826K -$72.6K -2,160 -8%
AWA
612
Alta Wealth Advisors
Massachusetts
$822K -$1.01K -30 -0.1%
CRCM
613
Corbett Road Capital Management
Virginia
$822K +$439K +13,060 +103%
CAC
614
Core Alternative Capital
Georgia
$820K +$569K +16,920 +193%
EVM
615
Evelyn V. Moreno
$819K +$504K +14,980 +140%
GVAG
616
Great Valley Advisor Group
Delaware
$813K +$687K +20,420 +404%
ZB
617
Zions Bancorporation
Utah
$809K -$18.8K -560 -2%
HRCM
618
Hood River Capital Management
Florida
$795K +$1.34K +40 +0.2%
MGP
619
Metis Global Partners
California
$794K +$30.3K +900 +4%
SCA
620
Snowden Capital Advisors
New York
$793K -$61.2K -1,820 -7%
UIA
621
UBP Investment Advisors
Switzerland
$790K +$35.3K +1,050 +4%
HWM
622
HB Wealth Management
Georgia
$782K -$1.74M -51,600 -68%
WFC
623
Western Financial Corp
California
$781K -$94.5K -2,810 -10%
PAM
624
Palisade Asset Management
Minnesota
$780K +$123K +3,650 +18%
AIP
625
Almanack Investment Partners
Pennsylvania
$778K +$820K +24,380 New
23 24
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