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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
826
Alta Wealth Advisors
Massachusetts
$2.79M -$16.1K -110 -0.6%
ECM
827
Evergreen Capital Management
Washington
$2.79M +$132K +900 +5%
DAS
828
Diversify Advisory Services
Utah
$2.78M -$2.47M -16,910 -52%
SFM
829
Systematic Financial Management
New Jersey
$2.78M -$553K -3,780 -17%
FFB
830
First Financial Bankshares
Texas
$2.75M -$4.39K -30 -0.2%
EFM
831
Eley Financial Management
Vermont
$2.74M -$79K -540 -3%
GVAG
832
Great Valley Advisor Group
Delaware
$2.73M +$250K +1,710 +10%
IFS
833
Ifrah Financial Services
Arkansas
$2.71M -$116K -790 -4%
CLP
834
Charis Legacy Partners
Texas
$2.71M – – –
SWM
835
SeaCrest Wealth Management
New York
$2.7M -$285K -1,950 -10%
FPW
836
Fairvoy Private Wealth
Alabama
$2.7M -$2.63M -18,010 -50%
MAM
837
McLaughlin Asset Management
Illinois
$2.69M -$174K -1,190 -6%
HP
838
Haven Private
Florida
$2.69M +$10.2K +70 +0.4%
3IP
839
3Chopt Investment Partners
Virginia
$2.69M +$10.2K +70 +0.4%
HHMI
840
Howard Hughes Medical Institute
Maryland
$2.69M +$2.63M +17,970 +6,418%
CIAM
841
Caitong International Asset Management
Hong Kong
$2.66M +$2.02M +13,820 +327%
TF
842
Telligent Fund
Hong Kong
$2.65M +$2.63M +18,000 New
EGA
843
E&G Advisors
Texas
$2.65M +$8.78K +60 +0.3%
TPA
844
Trivium Point Advisory
Connecticut
$2.65M -$285K -1,950 -10%
EWA
845
EverSource Wealth Advisors
Alabama
$2.64M +$303K +2,070 +13%
DWM
846
Dynasty Wealth Management
Florida
$2.63M -$23.4K -160 -0.9%
SFS
847
Stiles Financial Services
Minnesota
$2.63M +$24.9K +170 +1%
AWA
848
Aaron Wealth Advisors
Illinois
$2.62M -$279K -1,910 -10%
CPC
849
Consolidated Planning Corp
Georgia
$2.62M +$2.6M +17,760 New
VWM
850
Vivid Wealth Management
Iowa
$2.6M -$816K -5,580 -24%
32 33
34
35 36