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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
851
Prime Capital Investment Advisors
Kansas
$678K +$377K +7,240 +164%
GLA
852
Great Lakes Advisors
Illinois
$677K +$72.3K +1,390 +14%
CIS
853
Custom Index Systems
New York
$675K +$605K +11,620 New
SGI
854
Summit Global Investments
Utah
$673K +$603K +11,590 New
GFG
855
Greystone Financial Group
Michigan
$673K -$101K -1,940 -14%
KFS
856
Kaizen Financial Strategies
California
$671K – – –
CW
857
CreativeOne Wealth
Kansas
$667K +$596K +11,460 New
TPA
858
Trivium Point Advisory
Connecticut
$664K +$595K +11,430 New
SVWAG
859
Sound View Wealth Advisors Group
Georgia
$659K -$38.5K -740 -6%
SIA
860
Schechter Investment Advisors
Michigan
$658K -$5.72K -110 -1%
MC
861
Maverick Capital
Texas
$657K +$589K +11,310 New
LSPW
862
Lake Street Private Wealth
Illinois
$655K +$587K +11,270 New
SWA
863
SFMG Wealth Advisors
Texas
$653K +$520 +10 +0.1%
CB
864
Cadence Bank
Mississippi
$648K – – –
CAIMH
865
Central Asset Investments & Management Holdings
Hong Kong
$647K +$579K +11,130 New
SSWM
866
Smith Salley Wealth Management
North Carolina
$646K -$6.77K -130 -1%
SW
867
SVB Wealth
Massachusetts
$646K +$99.9K +1,920 +21%
WPC
868
Wedmont Private Capital
Pennsylvania
$639K +$61.4K +1,180 +12%
FM
869
Foster & Motley
Ohio
$637K +$4.16K +80 +0.7%
WAG
870
Winthrop Advisory Group
Massachusetts
$629K – – –
UH
871
Unigestion Holding
Switzerland
$627K -$233K -4,480 -29%
CTA
872
Chesley Taft & Associates
Illinois
$627K -$17.2K -330 -3%
EVM
873
Evelyn V. Moreno
$621K – – –
CWM
874
Centric Wealth Management
Illinois
$611K +$6.77K +130 +1%
BFEC
875
Benjamin F. Edwards & Company
Missouri
$608K +$505K +9,710 +1,295%
33 34
35
36 37