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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
876
Consolidated Portfolio Review Corp
New York
$335K +$331K +8,390 New
FFA
877
First Foundation Advisors
California
$334K +$47.7K +1,210 +17%
AAM
878
Auxier Asset Management
Oregon
$333K – – –
EWM
879
Evercore Wealth Management
New York
$331K – – –
PWM
880
Perigon Wealth Management
California
$329K +$9.46K +240 +3%
GC
881
Globeflex Capital
California
$328K – – –
PCOC
882
Power Corp of Canada
Canada
$327K – – –
PI
883
PFG Investments
New York
$326K +$322K +8,160 New
BC
884
Barnett & Company
Tennessee
$325K – – –
JHCP
885
Jackson Hole Capital Partners
Oklahoma
$324K +$320K +8,120 New
QPW
886
Quantum Private Wealth
Florida
$318K +$3.55K +90 +1%
OWA
887
One Wealth Advisors
California
$316K -$788 -20 -0.3%
CFO
888
CVA Family Office
Colorado
$315K +$5.12K +130 +2%
RIA
889
Regal Investment Advisors
Michigan
$313K -$54.8K -1,390 -15%
VBCG
890
Valley Brook Capital Group
Pennsylvania
$309K – – –
SFS
891
Sowell Financial Services
Arkansas
$308K +$304K +7,710 New
CM
892
Capula Management
Cayman Islands
$308K +$304K +7,710 New
WPC
893
Wedmont Private Capital
Pennsylvania
$307K +$7.09K +180 +2%
RFP
894
Root Financial Partners
California
$306K +$302K +7,670 New
MFG
895
Merit Financial Group
Georgia
$306K +$3.94K +100 +1%
HI
896
Horizon Investments
North Carolina
$306K -$1.12M -28,340 -79%
APP
897
Avantax Planning Partners
Iowa
$305K – – –
MAM
898
McLean Asset Management
Virginia
$301K -$5.52K -140 -2%
TIA
899
Tiemann Investment Advisors
California
$300K +$5.91K +150 +2%
PWPS
900
Pinnacle Wealth Planning Services
Ohio
$299K -$2.37K -60 -0.8%
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