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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
701
Bar Harbor Wealth Management
New Hampshire
$293K -$59.1K -1,960 -18%
FSA
702
Fort Sheridan Advisors
Illinois
$293K +$267K +8,860 New
VFA
703
Voya Financial Advisors
Connecticut
$291K -$13.6K -450 -5%
DBT
704
Dubuque Bank & Trust
Iowa
$286K – – –
BWP
705
Baldwin Wealth Partners
Massachusetts
$286K +$60.3K +2,000 +30%
CBFP
706
Cedar Brook Financial Partners
Ohio
$285K +$260K +8,640 New
OFS
707
OneAscent Financial Services
Alabama
$285K +$260K +8,640 New
SPC
708
Sigma Planning Corp
Michigan
$284K +$6.63K +220 +3%
BDF
709
Balasa Dinverno & Foltz
$280K -$9.04K -300 -3%
TA
710
Tectonic Advisors
Texas
$279K -$13.3K -440 -5%
LJAC
711
L.J. Altfest & Co
New York
$277K +$1.21K +40 +0.5%
SW
712
SVB Wealth
Massachusetts
$277K +$252K +8,380 New
EWM
713
Evercore Wealth Management
New York
$275K -$2.71K -90 -1%
FNBOO
714
First National Bank of Omaha
Nebraska
$274K -$30.1K -1,000 -11%
MS
715
Maven Securities
Jersey
$274K +$253K +8,400 New
HAG
716
HighPoint Advisor Group
Illinois
$273K -$4.22K -140 -2%
BG
717
Bahl & Gaynor
Ohio
$273K +$249K +8,250 New
ETC
718
Exchange Traded Concepts
Oklahoma
$271K +$150K +4,970 +154%
IFG
719
Independent Financial Group
California
$270K -$671K -22,270 -73%
BAMF
720
BI Asset Management Fondsmaeglerselskab
Denmark
$270K – – –
TCOT
721
Trust Company of Toledo
Ohio
$269K -$57.2K -1,900 -19%
GT
722
Glenview Trust
Kentucky
$269K +$245K +8,140 New
SI
723
Shaker Investments
Ohio
$268K – – –
LA
724
Latitude Advisors
Florida
$266K +$242K +8,040 New
VBCG
725
Valley Brook Capital Group
Pennsylvania
$264K – – –
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