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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VSQM
851
V-Square Quantitative Management
Illinois
$1.04M +$205K +2,770 +28%
CAMV
852
Concord Asset Management (Virginia)
Virginia
$1.04M +$108K +1,460 +13%
CFGS
853
Concourse Financial Group Securities
Alabama
$1.04M +$184K +2,490 +25%
DSC
854
Duncker Streett & Co
Missouri
$1.04M +$133K +1,800 +17%
CWP
855
Concord Wealth Partners
Virginia
$1.04M +$97.5K +1,320 +12%
FMI
856
F/M Investments
District of Columbia
$1.03M +$926K +12,540 New
EWS
857
Evergreen Wealth Solutions
Pennsylvania
$1.03M -$148K -2,010 -14%
CAG
858
Csenge Advisory Group
Florida
$1.02M +$187K +2,530 +26%
BCP
859
Blackhawk Capital Partners
Wisconsin
$1.02M -$1.16M -15,710 -56%
PL
860
Perpetual Ltd
Australia
$1.02M -$70.2K -950 -7%
CGL
861
Clarius Group LLC
Washington
$1.02M -$30.3K -410 -3%
CCP
862
Clough Capital Partners
Massachusetts
$1.02M +$913K +12,360 New
PP
863
Pegasus Partners
Wisconsin
$1.02M -$493K -6,670 -35%
MCM
864
McKinley Capital Management
Alaska
$1.02M -$159K -2,150 -15%
SSWM
865
Smith Salley Wealth Management
North Carolina
$1.02M -$8.87K -120 -1%
MBT
866
Montecito Bank & Trust
California
$1.02M +$171K +2,320 +23%
LSAG
867
Lake Street Advisors Group
New Hampshire
$1.02M -$42.1K -570 -4%
PWLP
868
Prio Wealth Limited Partnership
Massachusetts
$1M – – –
SW
869
SVB Wealth
Massachusetts
$998K +$94.6K +1,280 +12%
CA
870
Clearstead Advisors
Ohio
$989K +$510K +6,910 +136%
GFG
871
Greystone Financial Group
Michigan
$980K +$11.1K +150 +1%
PSB
872
Passumpsic Savings Bank
Vermont
$978K +$31K +420 +4%
TCOV
873
Trust Company of Vermont
Vermont
$972K -$739 -10 -0.1%
MA
874
Mezzasalma Advisors
New Jersey
$967K -$79K -1,070 -8%
NDSI
875
Newman Dignan & Sheerar Inc
Rhode Island
$966K -$29.6K -400 -3%
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36 37