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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
851
Mission Wealth Management
California
$326K -$11.8K -340 -4%
JCM
852
Janney Capital Management
Pennsylvania
$322K +$298K +8,540 New
AG
853
Ascent Group
Virginia
$321K +$30K +860 +11%
IA
854
IFP Advisors
Florida
$318K +$16.7K +480 +1%
AAM
855
Auxier Asset Management
Oregon
$315K – – –
EWM
856
Evercore Wealth Management
New York
$312K +$8.36K +240 +3%
PFBT
857
Parkside Financial Bank & Trust
Missouri
$312K +$203K +5,830 +239%
WPC
858
Wedmont Private Capital
Pennsylvania
$311K -$45.7K -1,310 -14%
GC
859
Globeflex Capital
California
$310K – – –
EWM
860
EPG Wealth Management
Georgia
$310K +$28.9K +830 +11%
JSW
861
Journey Strategic Wealth
New Jersey
$309K -$17.4K -500 -6%
BC
862
Barnett & Company
Tennessee
$307K – – –
PWM
863
Perigon Wealth Management
California
$302K +$279K +8,010 New
CW
864
CreativeOne Wealth
Kansas
$302K +$280K +8,020 New
SPC
865
Sigma Planning Corp
Michigan
$302K -$34.5K -990 -11%
CPM
866
Connective Portfolio Management
New York
$302K +$279K +8,000 New
OWA
867
One Wealth Advisors
California
$299K +$277K +7,940 New
QPW
868
Quantum Private Wealth
Florida
$297K -$4.53K -130 -2%
CMS
869
Capital Market Strategies
Florida
$297K – – –
PFG
870
PAX Financial Group
Texas
$296K +$274K +7,850 New
QT
871
Quantamental Technologies
New York
$292K -$66.6K -1,910 -20%
CFO
872
CVA Family Office
Colorado
$292K -$13.9K -400 -5%
VBCG
873
Valley Brook Capital Group
Pennsylvania
$292K – – –
CG
874
Caprock Group
Idaho
$292K +$270K +7,740 New
NIMI
875
Natixis Investment Managers International
France
$291K -$3.48K -100 -1%
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36 37