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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWM
801
Legacy Capital Wealth Management
Texas
$6.08M -$709K -3,572 -15%
TPA
802
Trivium Point Advisory
Connecticut
$6.07M +$424K +2,136 +12%
BCM
803
Boltwood Capital Management
California
$6.06M -$39.7K -200 -1%
SIC
804
SFE Investment Counsel
California
$6.03M – – –
TF
805
Telligent Fund
Hong Kong
$6.03M +$397K +2,000 +11%
HKAM
806
Horizon Kinetics Asset Management
New York
$5.99M -$342K -1,725 -8%
JWM
807
Jackson Wealth Management
Florida
$5.99M -$38.6M -194,230 -91%
FC
808
Fjell Capital
North Dakota
$5.98M -$182K -918 -4%
OAM
809
Ostrum Asset Management
France
$5.97M -$279K -1,405 -7%
SWP
810
Sagespring Wealth Partners
Tennessee
$5.95M -$106K -535 -3%
RIL
811
Rothschild Investment LLC
Illinois
$5.91M -$154K -777 -4%
SAM
812
Sagewood Asset Management
New York
$5.9M -$473K -2,383 -11%
AP
813
Americana Partners
Texas
$5.85M +$3.85M +19,378 New
ISS
814
Intesa Sanpaolo SpA.
Italy
$5.84M -$5.65M -28,463 -59%
AFS
815
Aft Forsyth & Sober
Florida
$5.82M -$7.06M -35,550 -90%
MG
816
Marex Group
$5.79M -$97.1M -489,320 -96%
TWC
817
The Woodbridge Company
Ontario, Canada
$5.75M – – –
CFA
818
Churchill Financial Advisors
Kentucky
$5.75M -$5.96K -30 -0.2%
SCM
819
Silvant Capital Management
Georgia
$5.67M +$481K +2,425 +15%
CPWA
820
Cerro Pacific Wealth Advisors
California
$5.67M -$151K -763 -4%
QIM
821
Quest Investment Management
Oregon
$5.66M +$3.73M +18,776 New
CPC
822
Consolidated Planning Corp
Georgia
$5.66M +$197K +992 +6%
AWA
823
Alta Wealth Advisors
Massachusetts
$5.65M -$40.9K -206 -1%
ECM
824
Evergreen Capital Management
Washington
$5.64M -$45.7K -230 -1%
HCMT
825
Highland Capital Management (Tennessee)
Tennessee
$5.62M -$323K -1,625 -8%
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