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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
826
Prio Wealth Limited Partnership
Massachusetts
$423K -$9.85K -250 -2%
HSA
827
HBK Sorce Advisory
Pennsylvania
$423K -$455K -11,550 -52%
NP
828
NorthRock Partners
Minnesota
$420K -$56K -1,420 -12%
RFG
829
Range Financial Group
Oregon
$416K -$3.94K -100 -1%
CWAG
830
Compton Wealth Advisory Group
Virginia
$415K -$17.3K -440 -4%
DEA
831
DoubleLine ETF Adviser
Florida
$415K +$58.3K +1,480 +17%
MSFS
832
Main Street Financial Solutions
Pennsylvania
$414K +$54.4K +1,380 +15%
QPBE
833
Quintet Private Bank (Europe)
Luxembourg
$413K +$408K +10,350 New
ST
834
Smithfield Trust
Pennsylvania
$412K +$1.97K +50 +0.5%
MYLI
835
Meiji Yasuda Life Insurance
Japan
$412K +$407K +10,330 New
PAM
836
Panagora Asset Management
Massachusetts
$409K -$11.7M -297,650 -97%
PFG
837
Prosperity Financial Group
California
$409K -$19.7K -500 -5%
MIS
838
Morningstar Investment Services
Illinois
$408K +$13.8K +350 +3%
HCM
839
Howland Capital Management
Massachusetts
$408K -$18.1K -460 -4%
A
840
AustralianSuper
Australia
$402K +$397K +10,080 New
AIA
841
AIMZ Investment Advisors
California
$402K – – –
OAM
842
Ostrum Asset Management
France
$402K +$397K +10,070 New
PFS
843
Prospera Financial Services
Texas
$400K +$13.8K +350 +4%
FDCDDQ
844
Federation des caisses Desjardins du Quebec
Quebec, Canada
$400K -$121K -3,070 -23%
EWA
845
Encompass Wealth Advisors
Oregon
$399K – – –
LAI
846
Legal Advantage Investments
California
$399K – – –
MCA
847
MSH Capital Advisors
Arizona
$398K +$9.85K +250 +3%
SYBT
848
Stock Yards Bank & Trust
Kentucky
$398K -$69.4K -1,760 -15%
BP
849
Ballentine Partners
Massachusetts
$397K +$182K +4,610 +86%
FFA
850
Fragasso Financial Advisors
Pennsylvania
$393K +$788 +20 +0.2%
32 33
34
35 36