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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
901
Roberts Capital Advisors
Colorado
$858K – – –
CWAG
902
Compton Wealth Advisory Group
Virginia
$857K – – –
QPBE
903
Quintet Private Bank (Europe)
Luxembourg
$854K +$14.8K +200 +2%
VFA
904
Valeo Financial Advisors
Indiana
$851K +$154K +2,090 +25%
CTA
905
Chesley Taft & Associates
Illinois
$850K -$45.1K -610 -6%
DG
906
DMC Group
Alabama
$850K +$73.9K +1,000 +11%
NCFG
907
New Century Financial Group
New Jersey
$848K +$131K +1,780 +21%
ET
908
Equitable Trust
Tennessee
$844K +$228K +3,090 +43%
JIC
909
Joel Isaacson & Co
New York
$843K -$739 -10 -0.1%
HFM
910
Hartford Funds Management
Pennsylvania
$842K -$214K -2,900 -22%
BPA
911
Beacon Pointe Advisors
California
$833K – – –
LTL
912
Lowery Thomas LLC
California
$832K -$76.1K -1,030 -9%
ST
913
Smithfield Trust
Pennsylvania
$831K -$6.65K -90 -0.9%
AIA
914
AIMZ Investment Advisors
California
$830K – – –
SYBT
915
Stock Yards Bank & Trust
Kentucky
$830K +$1.48K +20 +0.2%
QCG
916
Quadrant Capital Group
Ohio
$828K +$78.3K +1,060 +12%
MOS
917
MGO One Seven
Ohio
$827K +$164K +2,220 +28%
CP
918
Cumberland Partners
Ontario, Canada
$825K -$369K -5,000 -33%
EWA
919
Encompass Wealth Advisors
Oregon
$825K – – –
LAI
920
Legal Advantage Investments
California
$825K – – –
NC
921
nVerses Capital
Florida
$825K +$739K +10,000 New
GM
922
GeoWealth Management
Illinois
$817K -$1.8M -24,310 -71%
JCIA
923
Jackson Creek Investment Advisors
Colorado
$816K -$225K -3,050 -24%
AIP
924
Almanack Investment Partners
Pennsylvania
$807K – – –
HSA
925
HBK Sorce Advisory
Pennsylvania
$800K +$56.1K +760 +8%
35 36
37
38 39