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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
876
Compton Wealth Advisory Group
Virginia
$605K – – –
PPWM
877
Paragon Private Wealth Management
Kentucky
$603K +$12.5K +240 +2%
FA
878
FDx Advisors
Illinois
$603K +$3.12K +60 +0.6%
OWA
879
One Wealth Advisors
California
$602K -$222K -4,260 -29%
FFA
880
Fragasso Financial Advisors
Pennsylvania
$602K +$17.2K +330 +3%
QPBE
881
Quintet Private Bank (Europe)
Luxembourg
$601K – – –
ST
882
Smithfield Trust
Pennsylvania
$601K – – –
BPA
883
Beacon Pointe Advisors
California
$599K -$33.8K -650 -6%
AFG
884
Atomi Financial Group
New York
$599K +$176K +3,390 +49%
FSA
885
Fort Sheridan Advisors
Illinois
$594K -$3.64K -70 -0.7%
ZF
886
Zega Financial
Florida
$594K +$532K +10,220 New
CT
887
ClearAlpha Technologies
Connecticut
$589K +$528K +10,140 New
MWM
888
Mission Wealth Management
California
$589K -$51K -980 -9%
AIA
889
AIMZ Investment Advisors
California
$585K – – –
EWA
890
Encompass Wealth Advisors
Oregon
$581K – – –
LAI
891
Legal Advantage Investments
California
$581K – – –
PFG
892
Prosperity Financial Group
California
$576K +$2.6K +50 +0.5%
OFS
893
OneAscent Financial Services
Alabama
$568K +$74.4K +1,430 +17%
A
894
AlphaQuest
New York
$562K +$503K +9,670 New
IWM
895
IHT Wealth Management
Illinois
$562K +$503K +9,660 New
PI
896
PFG Investments
New York
$561K +$73.4K +1,410 +17%
CG
897
Cutler Group
California
$561K +$503K +9,660 New
LA
898
LM Advisors
California
$559K +$500K +9,610 New
AIP
899
Almanack Investment Partners
Pennsylvania
$558K – – –
DI
900
DFPG Investments
Utah
$557K +$226K +4,350 +76%
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