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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
876
Heritage Trust
Oklahoma
$290K – – –
ICP
877
Interchange Capital Partners
Pennsylvania
$290K +$268K +7,690 New
MAM
878
McLean Asset Management
Virginia
$290K +$4.53K +130 +2%
APP
879
Avantax Planning Partners
Iowa
$288K – – –
MFG
880
Merit Financial Group
Georgia
$285K +$263K +7,550 New
PWPS
881
Pinnacle Wealth Planning Services
Ohio
$285K -$93.1K -2,670 -26%
CM
882
Columbus Macro
Pennsylvania
$284K +$262K +7,520 New
FI
883
Fosun International
China
$281K -$822K -23,600 -76%
CBFP
884
Cedar Brook Financial Partners
Ohio
$280K +$259K +7,430 New
ECM
885
Evergreen Capital Management
Washington
$279K -$30.7K -880 -11%
GBT
886
Grove Bank & Trust
Florida
$279K -$85.4K -2,450 -25%
TIA
887
Tiemann Investment Advisors
California
$278K +$26.1K +750 +11%
FC
888
Forte Capital
New York
$275K +$13.6K +390 +6%
VFA
889
Values First Advisors
Tennessee
$274K -$12.9K -370 -5%
FFM
890
Forum Financial Management
Illinois
$271K +$349 +10 +0.1%
FWP
891
FAS Wealth Partners
Kansas
$270K +$1.74K +50 +0.7%
FFA
892
First Foundation Advisors
California
$270K +$249K +7,150 New
AAS
893
Annex Advisory Services
Wisconsin
$269K -$177K -5,080 -42%
IPAM
894
ICICI Prudential Asset Management
India
$268K -$3.03M -86,970 -92%
RC
895
Rovin Capital
Arizona
$267K -$40.4K -1,160 -14%
FCA
896
FLC Capital Advisors
California
$267K -$1.39K -40 -0.6%
HNWA
897
Henrickson Nauta Wealth Advisors
Michigan
$266K -$28.2K -810 -10%
ACA
898
Affinity Capital Advisors
California
$264K – – –
EH
899
Equitable Holdings
New York
$263K +$243K +6,980 New
QCG
900
Quadrant Capital Group
Ohio
$261K -$110K -3,150 -31%
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