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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
901
Clear Creek Financial Management
Washington
$875K +$690K +8,800 +352%
SWA
902
SFMG Wealth Advisors
Texas
$875K +$785 +10 +0.1%
VEA
903
Virtus ETF Advisers
New York
$871K -$165K -2,100 -16%
MWM
904
Mindset Wealth Management
Indiana
$870K +$882K +11,240 New
KA
905
Kintegral Advisory
New York
$867K -$11.8K -150 -1%
ET
906
Equitable Trust
Tennessee
$867K +$74.5K +950 +9%
ZB
907
Zions Bancorporation
Utah
$866K -$125K -1,590 -12%
PTC
908
Private Trust Company
Ohio
$863K +$157K +2,000 +22%
DTL
909
Dynamic Technology Lab
Singapore
$855K -$208K -2,650 -19%
CP
910
Cumberland Partners
Ontario, Canada
$852K +$78.5K +1,000 +10%
RIA
911
Realta Investment Advisors
Delaware
$850K +$87.1K +1,110 +12%
CMI
912
Clare Market Investments
Texas
$844K +$145K +1,850 +20%
BWM
913
Brophy Wealth Management
New Hampshire
$843K +$854K +10,890 New
NFSG
914
Newbridge Financial Services Group
Florida
$827K +$616K +7,850 +277%
BAM
915
Blueshift Asset Management
New Jersey
$827K +$838K +10,680 New
PFG
916
Prosperity Financial Group
California
$826K -$14.1K -180 -2%
HBT
917
Heartland Bank & Trust
Illinois
$824K -$25.1K -320 -3%
SAM
918
Strategy Asset Managers
California
$820K +$831K +10,590 New
MGP
919
M&G plc
United Kingdom
$820K +$831K +10,590 New
HFM
920
Hartford Funds Management
Pennsylvania
$820K +$29K +370 +4%
NDSI
921
Newman Dignan & Sheerar Inc
Rhode Island
$818K +$33.7K +430 +4%
KFS
922
Kaizen Financial Strategies
California
$813K – – –
WAG
923
Winthrop Advisory Group
Massachusetts
$811K +$785 +10 +0.1%
STA
924
Summit Trail Advisors
New York
$810K +$286K +3,650 +54%
PI
925
PFG Investments
New York
$805K -$13.3K -170 -2%
35 36
37
38 39