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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
826
Churchill Financial Advisors
Kentucky
$2.81M +$1.57M +10,740 +129%
TWC
827
The Woodbridge Company
Ontario, Canada
$2.81M – – –
AWA
828
Alta Wealth Advisors
Massachusetts
$2.79M -$16.1K -110 -0.6%
ECM
829
Evergreen Capital Management
Washington
$2.79M +$132K +900 +5%
DAS
830
Diversify Advisory Services
Utah
$2.78M -$2.47M -16,910 -52%
SFM
831
Systematic Financial Management
New Jersey
$2.78M -$553K -3,780 -17%
FFB
832
First Financial Bankshares
Texas
$2.75M -$4.39K -30 -0.2%
EFM
833
Eley Financial Management
Vermont
$2.74M -$79K -540 -3%
GVAG
834
Great Valley Advisor Group
Delaware
$2.73M +$250K +1,710 +10%
IFS
835
Ifrah Financial Services
Arkansas
$2.71M -$116K -790 -4%
CLP
836
Charis Legacy Partners
Texas
$2.71M – – –
SWM
837
SeaCrest Wealth Management
New York
$2.7M -$285K -1,950 -10%
FPW
838
Fairvoy Private Wealth
Alabama
$2.7M -$2.63M -18,010 -50%
MAM
839
McLaughlin Asset Management
Illinois
$2.69M -$174K -1,190 -6%
HP
840
Haven Private
Florida
$2.69M +$10.2K +70 +0.4%
3IP
841
3Chopt Investment Partners
Virginia
$2.69M +$10.2K +70 +0.4%
HHMI
842
Howard Hughes Medical Institute
Maryland
$2.69M +$2.63M +17,970 +6,418%
CIAM
843
Caitong International Asset Management
Hong Kong
$2.66M +$2.02M +13,820 +327%
TF
844
Telligent Fund
Hong Kong
$2.65M +$2.63M +18,000 New
EGA
845
E&G Advisors
Texas
$2.65M +$8.78K +60 +0.3%
TPA
846
Trivium Point Advisory
Connecticut
$2.65M -$285K -1,950 -10%
EWA
847
EverSource Wealth Advisors
Alabama
$2.64M +$303K +2,070 +13%
DWM
848
Dynasty Wealth Management
Florida
$2.63M -$23.4K -160 -0.9%
SFS
849
Stiles Financial Services
Minnesota
$2.63M +$24.9K +170 +1%
AWA
850
Aaron Wealth Advisors
Illinois
$2.62M -$279K -1,910 -10%
32 33
34
35 36