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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
751
San Francisco Sentry Investment Group
California
$50K – – –
PMFA
752
Plante Moran Financial Advisors
Michigan
$50K +$3.73K +160 +9%
RPWA
753
Regent Peak Wealth Advisors
Georgia
$47K +$42.7K +1,830 New
ZB
754
Zions Bancorporation
Utah
$45K +$466 +20 +1%
CAAS
755
Capital Asset Advisory Services
Michigan
$44K +$39.9K +1,710 New
PCG
756
Private Capital Group
Connecticut
$43K – – –
PFBT
757
Parkside Financial Bank & Trust
Missouri
$43K +$932 +40 +2%
HDIM
758
Hanson & Doremus Investment Management
Vermont
$42K – – –
SAI
759
Systematic Alpha Investments
New Jersey
$42K +$37.5K +1,610 New
BWM
760
BerganKDV Wealth Management
Minnesota
$41K +$36.6K +1,570 New
CAM
761
CenterStar Asset Management
Illinois
$39K – – –
ICP
762
Interchange Capital Partners
Pennsylvania
$38K +$35K +1,500 New
FHA
763
First Horizon Advisors
Tennessee
$36K +$8.39K +360 +34%
HPC
764
HM Payson & Co
Maine
$35K -$5.36K -230 -15%
VNA
765
Valley National Advisers
Pennsylvania
$34K – – –
BWM
766
Birchcreek Wealth Management
Ohio
$34K +$31.5K +1,350 New
SN
767
Sittner & Nelson
Oregon
$33K +$29.6K +1,270 New
CAL
768
Capital Analysts LLC
Pennsylvania
$32K – – –
PB
769
Pinnacle Bancorp
Nebraska
$32K – – –
TFIPS
770
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.1K +$28K +1,200 New
PFGIA
771
Patriot Financial Group Insurance Agency
Massachusetts
$30K – – –
FHC
772
First Horizon Corporation
Tennessee
$28K -$1.17K -50 -4%
PG
773
Proffitt & Goodson
Tennessee
$26K – – –
GI
774
Gradient Investments
Minnesota
$25K -$10.7K -460 -26%
LFG
775
Larson Financial Group
Missouri
$25K +$22.6K +970 New
29 30
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