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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
826
Avantax Advisory Services
Texas
$995K +$19.9K +310 +2%
EWM
827
Empirical Wealth Management
Washington
$981K -$1.48M -23,030 -62%
CNBT
828
Canandaigua National Bank & Trust
New York
$965K -$21.2K -330 -2%
SCM
829
Sirios Capital Management
Massachusetts
$961K -$529K -8,230 -37%
AOWM
830
Alpha Omega Wealth Management
Virginia
$948K -$48.8K -760 -5%
OCM
831
Octahedron Capital Management
California
$943K +$867K +13,500 New
HCM
832
Highview Capital Management
Illinois
$941K +$865K +13,470 New
IPAM
833
ICICI Prudential Asset Management
India
$940K +$17.3K +270 +2%
BAM
834
Belpointe Asset Management
Nevada
$939K -$69.4K -1,080 -7%
PWM
835
Perigon Wealth Management
California
$931K +$375K +5,840 +78%
PL
836
Perpetual Ltd
Australia
$931K -$225K -3,500 -21%
HFM
837
Hartford Funds Management
Pennsylvania
$916K +$68.7K +1,070 +9%
CFG
838
Cooper Financial Group
California
$908K +$21.8K +340 +3%
JCIA
839
Jackson Creek Investment Advisors
Colorado
$905K -$53.3K -830 -6%
1IA
840
1834 Investment Advisors
Wisconsin
$900K +$39.2K +610 +5%
LSAG
841
Lake Street Advisors Group
New Hampshire
$900K +$12.2K +190 +1%
AIM
842
Aigen Investment Management
New York
$899K +$827K +12,870 New
MA
843
Mezzasalma Advisors
New Jersey
$894K +$584K +9,100 +246%
CGL
844
Clarius Group LLC
Washington
$893K -$106K -1,650 -11%
KIC
845
Keating Investment Counselors
Florida
$891K -$433K -6,750 -35%
TIA
846
Trust Investment Advisors
Indiana
$884K -$1.93K -30 -0.2%
ZF
847
Zega Financial
Florida
$878K +$150K +2,340 +23%
ZCM
848
Ziegler Capital Management
Illinois
$876K – – –
AO
849
Advisor OS
Illinois
$873K +$803K +12,500 New
MM
850
MQS Management
New York
$873K +$24.4K +380 +3%
32 33
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35 36