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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
626
Mitchell McLeod Pugh & Williams
Alabama
$675K – – –
SFM
627
Systematic Financial Management
New Jersey
$674K -$3.34K -100 -0.5%
BAM
628
Belpointe Asset Management
Nevada
$671K +$290K +8,690 +76%
APA
629
American Portfolios Advisors
New York
$668K +$11K +330 +2%
LA
630
Latitude Advisors
Florida
$664K +$366K +10,950 +123%
EF
631
Empirical Finance
Pennsylvania
$653K +$37.1K +1,110 +6%
MC
632
Maverick Capital
Texas
$642K -$412K -12,350 -39%
DT
633
Diversified Trust
Tennessee
$638K -$133K -3,980 -17%
ETC
634
Exchange Traded Concepts
Oklahoma
$629K +$204K +6,120 +48%
GL
635
Graypoint LLC
New York
$623K +$8.35K +250 +1%
CBN
636
Cadence Bank NA
Texas
$621K +$101K +3,020 +19%
FTDI
637
First Trust Direct Indexing
Massachusetts
$616K -$74.4K -2,230 -11%
HIM
638
Hillsdale Investment Management
Ontario, Canada
$615K +$13.4K +400 +2%
AOWM
639
Alpha Omega Wealth Management
Virginia
$612K -$40.4K -1,210 -6%
MYAM
640
Meiji Yasuda Asset Management
Japan
$611K -$136K -4,070 -18%
CM
641
Castleark Management
Illinois
$610K – – –
CA
642
CastleArk Alternatives
Illinois
$610K +$609K +18,250 New
RTC
643
Riverview Trust Company
Washington
$609K – – –
CL
644
CPWM LLC
Washington
$607K -$3.67K -110 -0.6%
KWILP
645
Kiwi Wealth Investments Limited Partnership
New Zealand
$604K – – –
CGL
646
Clarius Group LLC
Washington
$604K +$15.7K +470 +3%
CFG
647
Cooper Financial Group
California
$604K +$41.7K +1,250 +7%
SMH
648
Sanders Morris Harris
Texas
$582K – – –
AC
649
Allstate Corporation
Illinois
$577K -$116K -3,460 -17%
GW
650
GW & Wade
Massachusetts
$577K +$17.4K +520 +3%
24 25
26
27 28