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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
901
HighPoint Advisor Group
Illinois
$701K -$30.4K -450 -5%
VI
902
Versor Investments
New York
$701K -$128K -1,890 -15%
EI
903
Ecofi Investissements
France
$701K +$169K +2,500 +26%
CSP
904
Cary Street Partners
Virginia
$700K +$750K +11,100 New
MG
905
Marex Group
$699K -$19.9M -294,530 -96%
ET
906
Equitable Trust
Tennessee
$698K -$7.43K -110 -1%
SIA
907
Schechter Investment Advisors
Michigan
$698K -$22.3K -330 -3%
IWC
908
Integrated Wealth Concepts
Massachusetts
$694K +$63.5K +940 +9%
SFO
909
Stenger Family Office
Illinois
$692K +$742K +10,980 New
NDSI
910
Newman Dignan & Sheerar Inc
Rhode Island
$691K -$79.1K -1,170 -10%
PCIA
911
Prime Capital Investment Advisors
Kansas
$690K -$77.7K -1,150 -10%
CMI
912
Clare Market Investments
Texas
$687K – – –
JSW
913
Journey Strategic Wealth
New Jersey
$682K +$317K +4,690 +77%
PAM
914
Panagora Asset Management
Massachusetts
$680K +$122K +1,810 +20%
1WA
915
180 Wealth Advisors
Washington
$677K -$2.31M -34,140 -76%
LC
916
Lavaca Capital
Texas
$675K +$107K +1,580 +17%
LSAG
917
Lake Street Advisors Group
New Hampshire
$674K -$139K -2,050 -16%
KA
918
Kintegral Advisory
New York
$674K -$33.8K -500 -4%
EWS
919
Evergreen Wealth Solutions
Pennsylvania
$672K +$26.4K +390 +4%
AO
920
Advisor OS
Illinois
$672K -$203K -3,010 -22%
SAI
921
Systematic Alpha Investments
New Jersey
$669K -$608K -9,000 -46%
MGP
922
M&G plc
United Kingdom
$667K – – –
PFG
923
Prosperity Financial Group
California
$666K -$6.76K -100 -0.9%
MWM
924
Mindset Wealth Management
Indiana
$665K -$46K -680 -6%
HFM
925
Hartford Funds Management
Pennsylvania
$663K -$4.05K -60 -0.6%
35 36
37
38 39