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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
851
Aquatic Capital Management
Illinois
$242K +$277K +8,000 New
QPW
852
Quantum Private Wealth
Florida
$242K +$277K +8,010 New
GTAM
853
Global Trust Asset Management
Florida
$241K -$6.23K -180 -2%
CMS
854
Capital Market Strategies
Florida
$238K -$16.3K -470 -6%
HNWA
855
Henrickson Nauta Wealth Advisors
Michigan
$238K +$346 +10 +0.1%
OTPPB
856
Ontario Teachers' Pension Plan Board
Ontario, Canada
$238K +$273K +7,880 New
MAM
857
McLean Asset Management
Virginia
$237K -$2.77K -80 -1%
LA
858
Legacy Advisors
Pennsylvania
$237K +$271K +7,820 New
NIMI
859
Natixis Investment Managers International
France
$236K – – –
PPWM
860
Paragon Private Wealth Management
Kentucky
$235K +$267K +7,710 New
VBCG
861
Valley Brook Capital Group
Pennsylvania
$234K – – –
CG
862
Cutler Group
California
$234K +$268K +7,750 New
HT
863
Heritage Trust
Oklahoma
$233K – – –
APP
864
Avantax Planning Partners
Iowa
$232K -$1.73K -50 -0.6%
VFA
865
Values First Advisors
Tennessee
$231K -$19.1K -550 -7%
FAM
866
Flaharty Asset Management
Florida
$226K -$21.1K -610 -8%
AAMC
867
Asset Allocation & Management Company
Illinois
$223K -$143K -4,140 -36%
EWM
868
EPG Wealth Management
Georgia
$223K +$256K +7,380 New
EDRH
869
Edmond de Rothschild Holding
Switzerland
$220K -$1.11M -31,990 -82%
CPA
870
Cardiff Park Advisors
California
$218K -$5.54K -160 -2%
FFM
871
Forum Financial Management
Illinois
$218K – – –
SWM
872
Shelton Wealth Management
Texas
$216K +$346 +10 +0.1%
FWP
873
FAS Wealth Partners
Kansas
$215K – – –
FCA
874
FLC Capital Advisors
California
$215K +$246K +7,110 New
MGIM
875
M&G Investment Management
United Kingdom
$215K +$1.69M +48,900 +0.7%
33 34
35
36 37