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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
801
Jackson Wealth Management
Florida
$5.99M -$38.6M -194,230 -91%
FC
802
Fjell Capital
North Dakota
$5.98M -$182K -918 -4%
OAM
803
Ostrum Asset Management
France
$5.97M -$279K -1,405 -7%
SWP
804
Sagespring Wealth Partners
Tennessee
$5.95M -$106K -535 -3%
RIL
805
Rothschild Investment LLC
Illinois
$5.91M -$154K -777 -4%
SAM
806
Sagewood Asset Management
New York
$5.9M -$473K -2,383 -11%
AP
807
Americana Partners
Texas
$5.85M +$3.85M +19,378 New
ISS
808
Intesa Sanpaolo SpA.
Italy
$5.84M -$5.65M -28,463 -59%
AFS
809
Aft Forsyth & Sober
Florida
$5.82M -$7.06M -35,550 -90%
MG
810
Marex Group
$5.79M -$97.1M -489,320 -96%
TWC
811
The Woodbridge Company
Ontario, Canada
$5.75M – – –
CFA
812
Churchill Financial Advisors
Kentucky
$5.75M -$5.96K -30 -0.2%
SCM
813
Silvant Capital Management
Georgia
$5.67M +$481K +2,425 +15%
CPWA
814
Cerro Pacific Wealth Advisors
California
$5.67M -$151K -763 -4%
QIM
815
Quest Investment Management
Oregon
$5.66M +$3.73M +18,776 New
CPC
816
Consolidated Planning Corp
Georgia
$5.66M +$197K +992 +6%
AWA
817
Alta Wealth Advisors
Massachusetts
$5.65M -$40.9K -206 -1%
ECM
818
Evergreen Capital Management
Washington
$5.64M -$45.7K -230 -1%
HCMT
819
Highland Capital Management (Tennessee)
Tennessee
$5.62M -$323K -1,625 -8%
MA
820
Mutual Advisors
Nebraska
$5.6M -$838K -4,220 -19%
PFW
821
Petros Family Wealth
Minnesota
$5.59M -$785K -3,956 -18%
GVAG
822
Great Valley Advisor Group
Delaware
$5.57M -$11.7K -59 -0.3%
BAM
823
Belpointe Asset Management
Nevada
$5.56M -$3.83M -19,277 -51%
CCFCSB
824
Cape Cod Five Cents Savings Bank
Massachusetts
$5.56M +$3.66M +18,413 New
CLP
825
Charis Legacy Partners
Texas
$5.55M – – –
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