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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
826
Wedmont Private Capital
Pennsylvania
$277K +$10K +290 +3%
FTUS
827
Flow Traders U.S.
New York
$277K +$317K +9,150 New
LJAC
828
L.J. Altfest & Co
New York
$273K – – –
SPC
829
Sigma Planning Corp
Michigan
$272K +$693 +20 +0.2%
MWM
830
Mission Wealth Management
California
$272K +$6.93K +200 +2%
HC
831
Henshaw Capital
Massachusetts
$268K +$306K +8,840 New
AAS
832
Avantax Advisory Services
Texas
$266K -$59.6K -1,720 -16%
BPC
833
Banque Pictet & Cie
Switzerland
$265K -$186K -5,360 -38%
BMA
834
Brooks Moore & Associates
Tennessee
$265K – – –
PCOC
835
Power Corp of Canada
Canada
$264K +$302K +8,730 New
ACP
836
Ashfield Capital Partners
California
$263K – – –
JSW
837
Journey Strategic Wealth
New Jersey
$263K +$301K +8,690 New
EA
838
Emerald Advisers
Pennsylvania
$261K -$239K -6,890 -44%
VA
839
Valmark Advisers
Ohio
$261K -$2.77K -80 -0.9%
BMCM
840
Burns Matteson Capital Management
New York
$261K -$276K -7,980 -48%
GIA
841
Gateway Investment Advisers
Ohio
$260K -$49.9K -1,440 -14%
BAM
842
Berkshire Asset Management
Pennsylvania
$259K +$45K +1,300 +18%
HSA
843
HBK Sorce Advisory
Pennsylvania
$256K +$1.39K +40 +0.5%
AAM
844
Auxier Asset Management
Oregon
$253K – – –
MWM
845
Meridian Wealth Management
Kentucky
$251K +$346 +10 +0.1%
ECM
846
Evergreen Capital Management
Washington
$251K +$287K +8,290 New
PCM
847
Palisade Capital Management
New Jersey
$250K -$69.3K -2,000 -20%
GC
848
Globeflex Capital
California
$249K – – –
RC
849
Rovin Capital
Arizona
$249K +$12.5K +360 +5%
CFO
850
CVA Family Office
Colorado
$247K -$29.4K -850 -9%
32 33
34
35 36