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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
851
Smith Salley Wealth Management
North Carolina
$869K +$84.8K +1,320 +12%
AAS
852
Ameritas Advisory Services
Nebraska
$865K +$431K +6,710 +113%
AAIS
853
ABN AMRO Investment Solutions
$859K -$53.3K -830 -6%
ETC
854
Exchange Traded Concepts
Oklahoma
$859K -$915K -14,250 -54%
RCA
855
Roberts Capital Advisors
Colorado
$858K +$789K +12,280 New
VEA
856
Virtus ETF Advisers
New York
$854K -$27.6K -430 -3%
LSPW
857
Lake Street Private Wealth
Illinois
$853K +$60.4K +940 +8%
EFG
858
Ethos Financial Group
Pennsylvania
$850K +$183K +2,850 +31%
PWLP
859
Prio Wealth Limited Partnership
Massachusetts
$848K – – –
NDSI
860
Newman Dignan & Sheerar Inc
Rhode Island
$846K -$70.6K -1,100 -8%
TC
861
TownSquare Capital
Utah
$845K +$168K +2,620 +28%
PCIA
862
Prime Capital Investment Advisors
Kansas
$844K +$27K +420 +4%
KA
863
Kintegral Advisory
New York
$842K -$2.57K -40 -0.3%
UH
864
Unigestion Holding
Switzerland
$833K +$72.6K +1,130 +10%
WB
865
WesBanco Bank
West Virginia
$825K – – –
TCOV
866
Trust Company of Vermont
Vermont
$824K – – –
WPC
867
Wedmont Private Capital
Pennsylvania
$823K +$28.9K +450 +4%
KCM
868
Kornitzer Capital Management
Kansas
$821K +$755K +11,750 New
GFG
869
Greystone Financial Group
Michigan
$819K +$10.3K +160 +1%
GLA
870
Great Lakes Advisors
Illinois
$810K -$2.57K -40 -0.3%
KFS
871
Kaizen Financial Strategies
California
$807K – – –
FSA
872
Fort Sheridan Advisors
Illinois
$806K +$84.8K +1,320 +13%
FNBT
873
FineMark National Bank & Trust
Florida
$801K -$77.7K -1,210 -10%
PSB
874
Passumpsic Savings Bank
Vermont
$800K +$735K +11,450 New
IWC
875
Integrated Wealth Concepts
Massachusetts
$796K +$147K +2,290 +25%
33 34
35
36 37