We are live on ! Find out more
KLAC icon

KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
701
Caldwell Trust
Florida
$492K – – –
WI
702
Wahed Invest
New York
$490K +$9.01K +260 +2%
CSPIA
703
Cary Street Partners Investment Advisory
Virginia
$486K -$89K -2,570 -14%
MNBTD
704
Moody National Bank Trust Division
Texas
$485K – – –
RIL
705
Rothschild Investment LLC
Illinois
$481K -$58.9K -1,700 -10%
CNC
706
Canandaigua National Corp
New York
$470K +$538K +15,520 New
BAMF
707
BI Asset Management Fondsmaeglerselskab
Denmark
$469K -$248K -7,150 -32%
DG
708
DMC Group
Alabama
$469K -$34.6K -1,000 -6%
TPW
709
Transatlantique Private Wealth
New York
$469K – – –
SSCA
710
South Shore Capital Advisors
Massachusetts
$469K +$7.62K +220 +1%
DMBA
711
Deseret Mutual Benefit Administrators
Utah
$466K -$182K -5,260 -25%
HCM
712
HM Capital Management
Missouri
$462K +$2.08K +60 +0.4%
HL
713
HeadInvest LLC
Maine
$458K +$32.6K +940 +7%
CAM
714
Cresset Asset Management
Illinois
$455K -$182K -5,260 -26%
KWMG
715
King Wealth Management Group
Florida
$454K – – –
YMRC
716
Yorktown Management & Research Company
Virginia
$454K – – –
CI
717
Conning Inc
Connecticut
$452K -$22.9K -660 -4%
ARMT
718
Amica Retiree Medical Trust
Rhode Island
$452K +$517K +14,920 New
HIM
719
Hillsdale Investment Management
Ontario, Canada
$451K -$104K -3,000 -17%
WT
720
Whittier Trust
California
$447K -$5.2K -150 -1%
CA
721
Cetera Advisors
Colorado
$445K -$4.85K -140 -0.9%
TIA
722
Traphagen Investment Advisors
New Jersey
$443K +$1.04K +30 +0%
GAM
723
Griffin Asset Management
New York
$442K – – –
IAA
724
Independent Advisor Alliance
North Carolina
$441K +$44K +1,270 +10%
NFSG
725
Newbridge Financial Services Group
Florida
$438K -$135K -3,890 -21%
27 28
29
30 31