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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
801
Heritage Wealth Management (Ohio)
Ohio
$1.55M -$181K -2,400 -12%
SOS
802
Silver Oak Securities
Tennessee
$1.55M -$286K -3,800 -18%
BAM
803
Belpointe Asset Management
Nevada
$1.54M -$172K -2,290 -12%
PFA
804
Pathway Financial Advisers
Indiana
$1.54M +$24.8K +330 +2%
GWS
805
Greykasell Wealth Strategies
California
$1.54M -$52.7K -700 -4%
WI
806
WBI Investments
New Jersey
$1.53M +$919K +12,210 +252%
MYIA
807
Mount Yale Investment Advisors
Colorado
$1.52M +$23.3K +310 +2%
CCM
808
Cohen Capital Management
California
$1.51M – – –
PPWM
809
Paragon Private Wealth Management
Kentucky
$1.5M +$142K +1,890 +13%
GFG
810
Greystone Financial Group
Michigan
$1.5M +$2.26K +30 +0.2%
IPAM
811
ICICI Prudential Asset Management
India
$1.48M -$35.4K -470 -3%
CF
812
Copperwynd Financial
Arizona
$1.48M -$17.3K -230 -1%
NL
813
NVWM LLC
Pennsylvania
$1.48M -$8.28K -110 -0.7%
BRWA
814
B. Riley Wealth Advisors
Florida
$1.47M +$1.23M +16,360 New
MMPW
815
Mitchell McLeod Pugh & Williams
Alabama
$1.44M +$37.6K +500 +3%
CAMV
816
Concord Asset Management (Virginia)
Virginia
$1.43M -$149K -1,980 -11%
CWP
817
Concord Wealth Partners
Virginia
$1.43M -$44.4K -590 -4%
BHPW
818
Beverly Hills Private Wealth
California
$1.43M -$36.9K -490 -3%
TPW
819
Transatlantique Private Wealth
New York
$1.43M -$3.76K -50 -0.3%
SLI
820
Sumitomo Life Insurance
Japan
$1.43M -$69.2K -920 -5%
JSL
821
JT Stratford LLC
Georgia
$1.42M -$139K -1,850 -10%
DWM
822
Dynasty Wealth Management
Florida
$1.42M -$412K -5,470 -26%
FMI
823
F/M Investments
District of Columbia
$1.41M +$138K +1,840 +13%
SAM
824
Smartleaf Asset Management
Massachusetts
$1.41M -$5.27K -70 -0.4%
GIA
825
Gateway Investment Advisers
Ohio
$1.41M +$493K +6,550 +71%
31 32
33
34 35