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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
726
Vantage Consulting Group
Virginia
$81K +$72.5K +3,110 New
KFS
727
Kelly Financial Services
Massachusetts
$78.4K – – –
1IA
728
1834 Investment Advisors
Wisconsin
$78K +$69.9K +3,000 New
EP
729
Eudaimonia Partners
Tennessee
$76K -$7.69K -330 -10%
FFA
730
Freedman Financial Associates
Massachusetts
$73K +$65.5K +2,810 New
IA
731
Inspire Advisors
Idaho
$73K +$66K +2,830 New
SQA
732
Simon Quick Advisors
New Jersey
$72K +$233 +10 +0.4%
BCA
733
Berman Capital Advisors
Georgia
$71K +$2.8K +120 +5%
MPWT
734
MassMutual Private Wealth & Trust
Connecticut
$69K +$2.1K +90 +3%
VCM
735
Versant Capital Management
Arizona
$67K – – –
DAC
736
Dividend Assets Capital
South Carolina
$65K +$58.3K +2,500 New
PFO
737
Pathstone Family Office
New Jersey
$62K +$13.5K +580 +32%
ADIM
738
Alpha DNA Investment Management
Maryland
$62K +$56.2K +2,410 New
SPIA
739
Steward Partners Investment Advisory
New York
$61K +$37.3K +1,600 +216%
KC
740
Kinloch Capital
Virginia
$60K +$54.3K +2,330 New
CA
741
Clearstead Advisors
Ohio
$58K – – –
CI
742
CX Institutional
Indiana
$57K +$19.1K +820 +60%
WPA
743
West Paces Advisors
Georgia
$56.4K – – –
CFA
744
Carroll Financial Associates
North Carolina
$56K +$233 +10 +0.5%
RFA
745
Reilly Financial Advisors
California
$54K +$2.33K +100 +5%
HI
746
Human Investing
Oregon
$50K -$12.6K -540 -22%
IBOK
747
Independence Bank of Kentucky
Kentucky
$50K – – –
SFSIG
748
San Francisco Sentry Investment Group
California
$50K – – –
PMFA
749
Plante Moran Financial Advisors
Michigan
$50K +$3.73K +160 +9%
RPWA
750
Regent Peak Wealth Advisors
Georgia
$47K +$42.7K +1,830 New
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30
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