We are live on ! Find out more
KLAC icon

KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
676
Winthrop Advisory Group
Massachusetts
$363K -$89.8K -2,980 -21%
GWS
677
Glassman Wealth Services
Virginia
$360K +$1.51K +50 +0.5%
BTWM
678
Baker Tilly Wealth Management
Wisconsin
$356K +$5.42K +180 +2%
AIA
679
AIMZ Investment Advisors
California
$354K – – –
QIM
680
Quantitative Investment Management
Virginia
$350K +$320K +10,620 New
MYIA
681
Mount Yale Investment Advisors
Colorado
$349K -$37.7K -1,250 -11%
HCM
682
Howland Capital Management
Massachusetts
$348K – – –
CCM
683
Coldstream Capital Management
Washington
$345K +$40.7K +1,350 +15%
ODCM
684
Old Dominion Capital Management
Virginia
$342K +$312K +10,350 New
LSA
685
Leonteq Securities AG
Switzerland
$339K +$109K +3,630 +55%
FFA
686
Fragasso Financial Advisors
Pennsylvania
$338K -$7.23K -240 -2%
BAM
687
Belpointe Asset Management
Nevada
$337K +$6.03K +200 +2%
AIM
688
Axiom Investment Management
New York
$334K +$227K +7,520 +290%
EH
689
Employers Holdings
Nevada
$332K – – –
M
690
MOTCO
Texas
$330K -$4.82K -160 -2%
PIM
691
Penobscot Investment Management
Massachusetts
$330K – – –
BBP
692
Banco BTG Pactual
Brazil
$330K +$301K +9,980 New
FAM
693
Flaharty Asset Management
Florida
$327K +$298K +9,900 New
CAN
694
Cetera Advisor Networks
California
$324K +$50.3K +1,670 +21%
EWA
695
Encompass Wealth Advisors
Oregon
$307K – – –
JCIA
696
Jackson Creek Investment Advisors
Colorado
$306K -$92.2K -3,060 -25%
PCH
697
PGIM Custom Harvest
New Jersey
$306K +$279K +9,260 New
SCM
698
Silvant Capital Management
Georgia
$305K – – –
IP
699
Innovative Portfolios
Indiana
$298K +$271K +9,010 New
FMLI
700
Fukoku Mutual Life Insurance
Japan
$297K -$30.1K -1,000 -10%
26 27
28
29 30