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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
701
Kaizen Financial Strategies
California
$435K +$434K +13,000 New
CFN
702
Cordasco Financial Network
Florida
$434K +$1.33K +40 +0.3%
FNBT
703
FineMark National Bank & Trust
Florida
$430K -$29.7K -890 -6%
WB
704
WesBanco Bank
West Virginia
$425K -$11.7K -350 -3%
PWS
705
Precision Wealth Strategies
Missouri
$423K +$182K +5,450 +76%
JIR
706
James Investment Research
Ohio
$421K -$66.8K -2,000 -14%
CCM
707
Cohen Capital Management
California
$418K – – –
WCM
708
Whitener Capital Management
North Carolina
$414K +$100K +3,000 +23%
PFA
709
Paradigm Financial Advisors
Missouri
$413K -$23.4K -700 -5%
IAA
710
Independent Advisor Alliance
North Carolina
$410K +$11K +330 +3%
CRCM
711
Corbett Road Capital Management
Virginia
$409K -$12.4K -370 -3%
GWM
712
Greenwich Wealth Management
Connecticut
$407K +$407K +12,180 New
FDCDDQ
713
Federation des caisses Desjardins du Quebec
Quebec, Canada
$406K -$10K -300 -2%
1WA
714
180 Wealth Advisors
Washington
$403K +$22K +660 +6%
CT
715
Coastline Trust
Rhode Island
$401K – – –
HL
716
HeadInvest LLC
Maine
$401K +$65.4K +1,960 +20%
MC
717
Machina Capital
France
$401K +$66.8K +2,000 +20%
TC
718
Truvestments Capital
Florida
$400K -$50.1K -1,500 -11%
ED
719
Exane Derivatives
France
$396K -$5.34K -160 -1%
WTC
720
WhitTier Trust Company
Nevada
$395K – – –
LSA
721
Leonteq Securities AG
Switzerland
$394K +$110K +3,280 +39%
BMA
722
Brooks Moore & Associates
Tennessee
$393K – – –
GBT
723
Grove Bank & Trust
Florida
$389K – – –
PFO
724
Pathstone Family Office
New Jersey
$383K +$382K +11,440 New
IA
725
Inspire Advisors
Idaho
$382K +$66.8K +2,000 +21%
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