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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
901
OneAscent Financial Services
Alabama
$251K +$232K +6,660 New
LA
902
Legacy Advisors
Pennsylvania
$248K -$43.2K -1,240 -16%
NFP
903
Narus Financial Partners
Utah
$248K +$229K +6,580 New
LFA
904
Legacy Financial Advisors
Kentucky
$248K +$229K +6,570 New
PTC
905
Private Trust Company
Ohio
$247K +$6.97K +200 +3%
SAM
906
SP Asset Management
California
$246K +$227K +6,520 New
ACA
907
Aptus Capital Advisors
Alabama
$245K +$227K +6,500 New
ERWM
908
Elk River Wealth Management
Colorado
$245K +$226K +6,490 New
DMBA
909
Deseret Mutual Benefit Administrators
Utah
$244K -$312K -8,940 -58%
FFP
910
FourThought Financial Partners
Florida
$243K +$225K +6,450 New
TIMH
911
Tilt Investment Management Holdings
New York
$243K +$225K +6,450 New
OWM
912
OneAscent Wealth Management
Alabama
$243K -$19.5K -560 -8%
BWG
913
Beta Wealth Group
California
$243K +$224K +6,440 New
RCAG
914
Rehmann Capital Advisory Group
Michigan
$240K +$222K +6,370 New
VWM
915
Valley Wealth Managers
New Jersey
$239K -$20.2K -580 -8%
VFA
916
Valeo Financial Advisors
Indiana
$238K +$220K +6,320 New
DWT
917
Dorsey & Whitney Trust
South Dakota
$238K +$220K +6,300 New
FWCM
918
Ferguson Wellman Capital Management
Oregon
$237K +$219K +6,280 New
GCP
919
Garda Capital Partners
Minnesota
$236K +$218K +6,260 New
MWA
920
Meridian Wealth Advisors
Texas
$236K +$218K +6,250 New
DSC
921
Duncker Streett & Co
Missouri
$235K – – –
OTPPB
922
Ontario Teachers' Pension Plan Board
Ontario, Canada
$233K -$58.9K -1,690 -21%
FP
923
Foundry Partners
Minnesota
$233K +$216K +6,190 New
EWA
924
EverSource Wealth Advisors
Alabama
$230K -$9.06K -260 -4%
WWM
925
Wolff Wiese Magana
California
$229K -$11.8K -340 -5%
35 36
37
38 39