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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
801
Cohen Capital Management
California
$606K – – –
DG
802
DMC Group
Alabama
$604K -$41.8K -1,000 -7%
FNBT
803
FineMark National Bank & Trust
Florida
$599K -$10K -240 -2%
AG
804
Ascent Group
Virginia
$591K +$121K +2,890 +32%
CFG
805
Cooper Financial Group
California
$576K +$12.5K +300 +3%
WB
806
WesBanco Bank
West Virginia
$573K -$23.8K -570 -5%
FCP
807
Fidelis Capital Partners
Florida
$571K +$2.92K +70 +0.6%
AAIS
808
ABN AMRO Investment Solutions
$567K – – –
QT
809
Quantamental Technologies
New York
$564K +$486K +11,630 New
BL
810
Balentine LLC
Georgia
$561K +$16.3K +390 +3%
SSWM
811
Smith Salley Wealth Management
North Carolina
$559K -$12.5K -300 -3%
BTI
812
Blue Trust Inc
Georgia
$554K -$19.2K -460 -3%
DCM
813
Driehaus Capital Management
Illinois
$552K +$475K +11,380 New
SCM
814
Stevens Capital Management
Pennsylvania
$551K +$475K +11,370 New
SIA
815
Schechter Investment Advisors
Michigan
$550K -$4.6K -110 -1%
SVWAG
816
Sound View Wealth Advisors Group
Georgia
$548K +$10K +240 +2%
MWM
817
Mission Wealth Management
California
$547K +$107K +2,570 +30%
ACM
818
Ategra Capital Management
Virginia
$545K +$1.67K +40 +0.4%
MIS
819
Morningstar Investment Services
Illinois
$545K +$41.8K +1,000 +10%
KFS
820
Kaizen Financial Strategies
California
$543K – – –
SWA
821
SFMG Wealth Advisors
Texas
$543K -$14.6K -350 -3%
BPA
822
Beacon Pointe Advisors
California
$542K -$48.9K -1,170 -9%
CB
823
Cadence Bank
Mississippi
$540K -$6.27K -150 -1%
CTA
824
Chesley Taft & Associates
Illinois
$539K -$37.6K -900 -7%
AAS
825
Avantax Advisory Services
Texas
$537K -$83.1K -1,990 -15%
31 32
33
34 35