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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
AE Wealth Management
Kansas
$1.49M +$382K +5,300 +32%
WPC
727
Wedmont Private Capital
Pennsylvania
$1.48M +$629K +8,730 +65%
CWS
728
Confluence Wealth Services
Pennsylvania
$1.48M +$1.62M +22,510 New
CPC
729
Consolidated Planning Corp
Georgia
$1.48M -$161K -2,230 -9%
HTC
730
Haverford Trust Company
Pennsylvania
$1.48M +$2.16K +30 +0.1%
FC
731
Fjell Capital
North Dakota
$1.48M +$251K +3,480 +19%
BCV
732
Banque Cantonale Vaudoise
Switzerland
$1.48M +$1.56M +21,700 New
SAM
733
Sompo Asset Management
Japan
$1.47M +$547K +7,590 +54%
CI
734
CX Institutional
Indiana
$1.47M -$209K -2,900 -12%
DWM
735
Dynasty Wealth Management
Florida
$1.45M -$60.5K -840 -4%
QCG
736
Quadrant Capital Group
Ohio
$1.45M +$870K +12,080 +131%
IFS
737
Ifrah Financial Services
Arkansas
$1.44M -$140K -1,950 -8%
GWM
738
Geneos Wealth Management
Colorado
$1.43M -$4.67M -64,840 -75%
TE
739
Tema ETFs
New York
$1.43M +$890K +12,350 +142%
NIG
740
NFJ Investment Group
Texas
$1.42M +$1.51M +20,930 New
SOS
741
Silver Oak Securities
Tennessee
$1.42M +$326K +4,520 +27%
FDS
742
Freedom Day Solutions
Texas
$1.42M -$179K -2,480 -11%
PP
743
PDT Partners
New York
$1.41M -$1.32M -18,280 -47%
BDLIB
744
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.41M -$648K -9,000 -30%
TIM
745
Thor Investment Management
Ohio
$1.4M +$15.1K +210 +1%
JSW
746
Journey Strategic Wealth
New Jersey
$1.4M +$702K +9,740 +90%
CLP
747
Charis Legacy Partners
Texas
$1.4M +$144K +2,000 +11%
BCM
748
Boltwood Capital Management
California
$1.39M +$46.8K +650 +3%
TPA
749
Trivium Point Advisory
Connecticut
$1.39M -$287K -3,980 -16%
WT
750
Whittier Trust
California
$1.39M +$12.2K +170 +0.8%
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