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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
726
Exchange Traded Concepts
Oklahoma
$84K +$63.6K +2,730 +546%
TLFA
727
True Link Financial Advisors
California
$84K +$75.3K +3,230 New
PP
728
Paloma Partners
Connecticut
$82K +$74.1K +3,180 New
VCG
729
Vantage Consulting Group
Virginia
$81K +$72.5K +3,110 New
KFS
730
Kelly Financial Services
Massachusetts
$78.4K – – –
1IA
731
1834 Investment Advisors
Wisconsin
$78K +$69.9K +3,000 New
EP
732
Eudaimonia Partners
Tennessee
$76K -$7.69K -330 -10%
FFA
733
Freedman Financial Associates
Massachusetts
$73K +$65.5K +2,810 New
IA
734
Inspire Advisors
Idaho
$73K +$66K +2,830 New
SQA
735
Simon Quick Advisors
New Jersey
$72K +$233 +10 +0.4%
BCA
736
Berman Capital Advisors
Georgia
$71K +$2.8K +120 +5%
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$69K +$2.1K +90 +3%
VCM
738
Versant Capital Management
Arizona
$67K – – –
DAC
739
Dividend Assets Capital
South Carolina
$65K +$58.3K +2,500 New
PFO
740
Pathstone Family Office
New Jersey
$62K +$13.5K +580 +32%
ADIM
741
Alpha DNA Investment Management
Maryland
$62K +$56.2K +2,410 New
SPIA
742
Steward Partners Investment Advisory
New York
$61K +$37.3K +1,600 +216%
KC
743
Kinloch Capital
Virginia
$60K +$54.3K +2,330 New
CA
744
Clearstead Advisors
Ohio
$58K – – –
CI
745
CX Institutional
Indiana
$57K +$19.1K +820 +60%
WPA
746
West Paces Advisors
Georgia
$56.4K – – –
CFA
747
Carroll Financial Associates
North Carolina
$56K +$233 +10 +0.5%
RFA
748
Reilly Financial Advisors
California
$54K +$2.33K +100 +5%
HI
749
Human Investing
Oregon
$50K -$12.6K -540 -22%
IBOK
750
Independence Bank of Kentucky
Kentucky
$50K – – –
28 29
30
31 32