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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
701
Leisure Capital Management
California
$1.98M -$70.9K -960 -4%
IFWM
702
Institute for Wealth Management
Colorado
$1.98M -$20.7K -280 -1%
ATC
703
Argent Trust Co
Tennessee
$1.97M -$121K -1,640 -6%
LA
704
Lifeworks Advisors
Michigan
$1.95M -$263K -3,560 -13%
FM
705
Foster & Motley
Ohio
$1.95M +$347K +4,700 +25%
HWMO
706
Heritage Wealth Management (Ohio)
Ohio
$1.94M +$1.67M +22,630 New
DAS
707
Dynamic Advisor Solutions
Arizona
$1.9M +$42.1K +570 +3%
PWP
708
Private Wealth Partners
California
$1.9M – – –
QI
709
Qtron Investments
Massachusetts
$1.89M +$304K +4,120 +22%
RJT
710
Raymond James Trust
Florida
$1.88M -$99K -1,340 -6%
NSB
711
Norway Savings Bank
Maine
$1.88M -$59.1K -800 -3%
ADMI
712
Albert D. Mason Inc
Massachusetts
$1.86M +$4.43K +60 +0.3%
BRWA
713
B. Riley Wealth Advisors
Florida
$1.86M -$50.2K -680 -3%
DM
714
Delphi Management
Massachusetts
$1.85M -$112K -1,510 -6%
MFGM
715
Marshall Financial Group (Maryland)
Maryland
$1.85M -$144K -1,950 -8%
EAMA
716
EFG Asset Management (Americas)
Florida
$1.82M +$471K +6,370 +40%
DWM
717
Dynasty Wealth Management
Florida
$1.82M -$15.5K -210 -0.9%
LWAM
718
Legacy Wealth Asset Management
Minnesota
$1.82M +$1.63M +22,020 New
MMPW
719
Mitchell McLeod Pugh & Williams
Alabama
$1.8M – – –
CPC
720
Consolidated Planning Corp
Georgia
$1.79M +$380K +5,150 +31%
HFM
721
Hartford Financial Management
Connecticut
$1.78M -$177K -2,390 -10%
SM
722
STF Management
Texas
$1.78M -$69.4K -940 -4%
JIC
723
Johnson Investment Counsel
Ohio
$1.75M +$171K +2,310 +12%
SC
724
Savant Capital
Illinois
$1.75M -$64.3K -870 -4%
EFM
725
Eley Financial Management
Vermont
$1.75M -$4.43K -60 -0.3%
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