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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
676
Cary Street Partners Investment Advisory
Virginia
$594K +$626K +18,630 New
STAS
677
Strong Tower Advisory Services
Minnesota
$592K +$38.3K +1,140 +7%
PFO
678
Pathstone Family Office
New Jersey
$592K +$229K +6,800 +58%
CBN
679
Cadence Bank NA
Texas
$590K – – –
CGL
680
Clarius Group LLC
Washington
$589K +$3.7K +110 +0.6%
NFSG
681
Newbridge Financial Services Group
Florida
$586K +$115K +3,410 +23%
OPS
682
Orion Portfolio Solutions
Nebraska
$584K +$17.8K +530 +3%
BAM
683
Belpointe Asset Management
Nevada
$582K -$207K -6,160 -25%
CM
684
Castleark Management
Illinois
$582K – – –
EMG
685
ETF Managers Group
New Jersey
$577K -$108K -3,210 -15%
HIM
686
Hillsdale Investment Management
Ontario, Canada
$572K +$23.5K +700 +4%
BFM
687
Boothbay Fund Management
New York
$570K +$601K +17,860 New
RIL
688
Rothschild Investment LLC
Illinois
$562K +$60.5K +1,800 +11%
DA
689
DCM Advisors
New York
$561K -$190K -5,650 -24%
AOWM
690
Alpha Omega Wealth Management
Virginia
$560K -$3.36K -100 -0.6%
DT
691
Diversified Trust
Tennessee
$559K -$108K -3,210 -15%
GW
692
GW & Wade
Massachusetts
$558K +$9.41K +280 +2%
OFG
693
OmniStar Financial Group
North Carolina
$557K -$15.8K -470 -3%
BAAM
694
Baker Avenue Asset Management
California
$557K +$587K +17,450 New
LNC
695
Lincoln National Corp
Pennsylvania
$555K +$162K +4,830 +38%
UB
696
UMB Bank
Missouri
$552K -$29.9K -890 -5%
PA
697
Parallel Advisors
California
$551K +$225K +6,700 +64%
EWM
698
Empirical Wealth Management
Washington
$548K +$383K +11,380 +197%
BS
699
Bessemer Securities
New York
$544K – – –
CIM
700
Contravisory Investment Management
Massachusetts
$535K -$185K -5,500 -25%
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29 30