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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
Mission Wealth Management
California
$272K +$6.93K +200 +2%
HC
827
Henshaw Capital
Massachusetts
$268K +$306K +8,840 New
AAS
828
Avantax Advisory Services
Texas
$266K -$59.6K -1,720 -16%
BPC
829
Banque Pictet & Cie
Switzerland
$265K -$186K -5,360 -38%
BMA
830
Brooks Moore & Associates
Tennessee
$265K – – –
PCOC
831
Power Corp of Canada
Canada
$264K +$302K +8,730 New
ACP
832
Ashfield Capital Partners
California
$263K – – –
JSW
833
Journey Strategic Wealth
New Jersey
$263K +$301K +8,690 New
EA
834
Emerald Advisers
Pennsylvania
$261K -$239K -6,890 -44%
VA
835
Valmark Advisers
Ohio
$261K -$2.77K -80 -0.9%
BMCM
836
Burns Matteson Capital Management
New York
$261K -$276K -7,980 -48%
GIA
837
Gateway Investment Advisers
Ohio
$260K -$49.9K -1,440 -14%
BAM
838
Berkshire Asset Management
Pennsylvania
$259K +$45K +1,300 +18%
HSA
839
HBK Sorce Advisory
Pennsylvania
$256K +$1.39K +40 +0.5%
AAM
840
Auxier Asset Management
Oregon
$253K – – –
MWM
841
Meridian Wealth Management
Kentucky
$251K +$346 +10 +0.1%
ECM
842
Evergreen Capital Management
Washington
$251K +$287K +8,290 New
PCM
843
Palisade Capital Management
New Jersey
$250K -$69.3K -2,000 -20%
GC
844
Globeflex Capital
California
$249K – – –
RC
845
Rovin Capital
Arizona
$249K +$12.5K +360 +5%
CFO
846
CVA Family Office
Colorado
$247K -$29.4K -850 -9%
BC
847
Barnett & Company
Tennessee
$247K +$282K +8,150 New
SI
848
Shaker Investments
Ohio
$245K – – –
EWM
849
Evercore Wealth Management
New York
$243K – – –
AG
850
Ascent Group
Virginia
$242K -$5.89K -170 -2%
32 33
34
35 36