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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
701
Institute for Wealth Management
Colorado
$1.98M -$20.7K -280 -1%
ATC
702
Argent Trust Co
Tennessee
$1.97M -$121K -1,640 -6%
LA
703
Lifeworks Advisors
Michigan
$1.95M -$263K -3,560 -13%
FM
704
Foster & Motley
Ohio
$1.95M +$347K +4,700 +25%
HWMO
705
Heritage Wealth Management (Ohio)
Ohio
$1.94M +$1.67M +22,630 New
DAS
706
Dynamic Advisor Solutions
Arizona
$1.9M +$42.1K +570 +3%
PWP
707
Private Wealth Partners
California
$1.9M – – –
QI
708
Qtron Investments
Massachusetts
$1.89M +$304K +4,120 +22%
RJT
709
Raymond James Trust
Florida
$1.88M -$99K -1,340 -6%
NSB
710
Norway Savings Bank
Maine
$1.88M -$59.1K -800 -3%
ADMI
711
Albert D. Mason Inc
Massachusetts
$1.86M +$4.43K +60 +0.3%
BRWA
712
B. Riley Wealth Advisors
Florida
$1.86M -$50.2K -680 -3%
DM
713
Delphi Management
Massachusetts
$1.85M -$112K -1,510 -6%
MFGM
714
Marshall Financial Group (Maryland)
Maryland
$1.85M -$144K -1,950 -8%
EAMA
715
EFG Asset Management (Americas)
Florida
$1.82M +$471K +6,370 +40%
DWM
716
Dynasty Wealth Management
Florida
$1.82M -$15.5K -210 -0.9%
LWAM
717
Legacy Wealth Asset Management
Minnesota
$1.82M +$1.63M +22,020 New
MMPW
718
Mitchell McLeod Pugh & Williams
Alabama
$1.8M – – –
CPC
719
Consolidated Planning Corp
Georgia
$1.79M +$380K +5,150 +31%
HFM
720
Hartford Financial Management
Connecticut
$1.78M -$177K -2,390 -10%
SM
721
STF Management
Texas
$1.78M -$69.4K -940 -4%
JIC
722
Johnson Investment Counsel
Ohio
$1.75M +$171K +2,310 +12%
SC
723
Savant Capital
Illinois
$1.75M -$64.3K -870 -4%
EFM
724
Eley Financial Management
Vermont
$1.75M -$4.43K -60 -0.3%
HTC
725
Haverford Trust Company
Pennsylvania
$1.74M +$11.8K +160 +0.8%
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