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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
776
Prio Wealth Limited Partnership
Massachusetts
$328K – – –
CWAG
777
Compton Wealth Advisory Group
Virginia
$328K -$109K -3,150 -23%
WAG
778
Winthrop Advisory Group
Massachusetts
$325K +$693 +20 +0.2%
TSS
779
Two Sigma Securities
New York
$324K +$371K +10,710 New
HCM
780
Howland Capital Management
Massachusetts
$323K – – –
MC
781
Moors & Cabot
Massachusetts
$323K +$370K +10,670 New
AIA
782
AIMZ Investment Advisors
California
$320K – – –
BDF
783
Balasa Dinverno & Foltz
$319K -$82.8K -2,390 -18%
OQS
784
Occudo Quantitative Strategies
Florida
$317K +$363K +10,480 New
CFG
785
Cooper Financial Group
California
$316K +$77.2K +2,230 +27%
IA
786
IFP Advisors
Florida
$315K +$958K +27,670 +260%
FSA
787
Fort Sheridan Advisors
Illinois
$314K +$32.6K +940 +10%
FMLI
788
Fukoku Mutual Life Insurance
Japan
$312K – – –
SIA
789
Schechter Investment Advisors
Michigan
$311K -$345K -9,970 -49%
BPA
790
Beacon Pointe Advisors
California
$311K +$14.9K +430 +4%
SFA
791
Sequoia Financial Advisors
Ohio
$310K -$43.3K -1,250 -11%
PWPS
792
Pinnacle Wealth Planning Services
Ohio
$310K -$7.97K -230 -2%
MS
793
Maven Securities
Jersey
$309K -$435K -12,550 -55%
FM
794
Foster & Motley
Ohio
$308K -$36.4K -1,050 -9%
SIM
795
Sentry Investment Management
Wisconsin
$307K – – –
QCG
796
Quadrant Capital Group
Ohio
$305K +$25.3K +730 +8%
MMA
797
Miracle Mile Advisors
California
$304K -$13.2K -380 -4%
SC
798
Savant Capital
Illinois
$304K +$51.3K +1,480 +17%
EWA
799
Encompass Wealth Advisors
Oregon
$303K – – –
LAI
800
Legal Advantage Investments
California
$303K – – –
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