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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
701
Dynamic Advisor Solutions
Arizona
$4.58M -$929K -6,350 -17%
GAG
702
GM Advisory Group
New York
$4.57M -$198K -1,350 -4%
PWMAG
703
Pinnacle Wealth Management Advisory Group
New Jersey
$4.51M +$95.1K +650 +2%
SF
704
Summit Financial
New Jersey
$4.5M +$3.62M +24,740 +427%
CWR
705
Chico Wealth RIA
California
$4.47M +$2.93K +20 +0.1%
ECM
706
Everence Capital Management
Indiana
$4.46M – – –
GDP
707
Great Diamond Partners
Maine
$4.44M +$1.2M +8,170 +37%
USCWA
708
U.S. Capital Wealth Advisors
Texas
$4.42M +$1.48M +10,140 +51%
VFM
709
Viking Fund Management
North Dakota
$4.42M -$4.39M -30,000 -50%
JWA
710
JFS Wealth Advisors
Pennsylvania
$4.35M -$16.1K -110 -0.4%
CCM
711
Connective Capital Management
California
$4.34M +$4.31M +29,480 New
CIA
712
Concurrent Investment Advisors
Florida
$4.32M +$1.05M +7,170 +32%
SAM
713
Silvercrest Asset Management
New York
$4.3M -$382K -2,610 -8%
SWP
714
Stratos Wealth Partners
Ohio
$4.28M +$65.8K +450 +2%
MB
715
MidFirst Bank
Oklahoma
$4.25M -$13.2K -90 -0.3%
QCG
716
Quadrant Capital Group
Ohio
$4.25M +$17.6K +120 +0.4%
RC
717
Rexford Capital
Texas
$4.24M -$199K -1,360 -5%
WCA
718
Westover Capital Advisors
Delaware
$4.23M -$127K -870 -3%
PCA
719
Peddock Capital Advisors
Massachusetts
$4.21M -$71.7K -490 -2%
FM
720
Foster & Motley
Ohio
$4.2M -$54.1K -370 -1%
ODFS
721
O'Donnell Financial Services
California
$4.19M -$29.3K -200 -0.7%
GI
722
GS Investments
Minnesota
$4.17M – – –
UHC
723
Union Heritage Capital
Michigan
$4.15M +$4.13M +28,200 New
BWG
724
Boomfish Wealth Group
Georgia
$4.15M -$133K -910 -3%
CA
725
CoreCap Advisors
Michigan
$4.06M -$33.6K -230 -0.8%
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