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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
851
Advisor OS
Illinois
$873K +$803K +12,500 New
MM
852
MQS Management
New York
$873K +$24.4K +380 +3%
SSWM
853
Smith Salley Wealth Management
North Carolina
$869K +$84.8K +1,320 +12%
AAS
854
Ameritas Advisory Services
Nebraska
$865K +$431K +6,710 +113%
AAIS
855
ABN AMRO Investment Solutions
$859K -$53.3K -830 -6%
ETC
856
Exchange Traded Concepts
Oklahoma
$859K -$915K -14,250 -54%
RCA
857
Roberts Capital Advisors
Colorado
$858K +$789K +12,280 New
VEA
858
Virtus ETF Advisers
New York
$854K -$27.6K -430 -3%
LSPW
859
Lake Street Private Wealth
Illinois
$853K +$60.4K +940 +8%
EFG
860
Ethos Financial Group
Pennsylvania
$850K +$183K +2,850 +31%
PWLP
861
Prio Wealth Limited Partnership
Massachusetts
$848K – – –
NDSI
862
Newman Dignan & Sheerar Inc
Rhode Island
$846K -$70.6K -1,100 -8%
TC
863
TownSquare Capital
Utah
$845K +$168K +2,620 +28%
PCIA
864
Prime Capital Investment Advisors
Kansas
$844K +$27K +420 +4%
KA
865
Kintegral Advisory
New York
$842K -$2.57K -40 -0.3%
UH
866
Unigestion Holding
Switzerland
$833K +$72.6K +1,130 +10%
WB
867
WesBanco Bank
West Virginia
$825K – – –
TCOV
868
Trust Company of Vermont
Vermont
$824K – – –
WPC
869
Wedmont Private Capital
Pennsylvania
$823K +$28.9K +450 +4%
KCM
870
Kornitzer Capital Management
Kansas
$821K +$755K +11,750 New
GFG
871
Greystone Financial Group
Michigan
$819K +$10.3K +160 +1%
GLA
872
Great Lakes Advisors
Illinois
$810K -$2.57K -40 -0.3%
KFS
873
Kaizen Financial Strategies
California
$807K – – –
FSA
874
Fort Sheridan Advisors
Illinois
$806K +$84.8K +1,320 +13%
FNBT
875
FineMark National Bank & Trust
Florida
$801K -$77.7K -1,210 -10%
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35
36 37