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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
901
Clearstead Advisors
Ohio
$2.16M -$772K -5,280 -26%
HSA
902
HBK Sorce Advisory
Pennsylvania
$2.16M -$96.6K -660 -5%
TWP
903
Triad Wealth Partners
Kansas
$2.15M +$249K +1,700 +13%
TFCM
904
Taylor Frigon Capital Management
Arizona
$2.15M -$1.56M -10,680 -42%
PIM
905
Platinum Investment Management
Australia
$2.15M -$850K -5,810 -28%
KF
906
Krilogy Financial
Missouri
$2.14M +$765K +5,230 +74%
SWA
907
SFMG Wealth Advisors
Texas
$2.14M – – –
SAI
908
Savvy Advisors Inc
New York
$2.13M +$976K +6,670 +85%
MBTD
909
Mechanics Bank - Trust Department
California
$2.12M +$61.4K +420 +3%
ATPW
910
Ashton Thomas Private Wealth
Arizona
$2.1M +$540K +3,690 +35%
VAS
911
Vestmark Advisory Solutions
Massachusetts
$2.09M -$99.5K -680 -5%
CCM
912
Crew Capital Management
Ohio
$2.07M -$105K -720 -5%
1IA
913
1834 Investment Advisors
Wisconsin
$2.07M -$74.6K -510 -4%
FMI
914
Frec Markets Inc
California
$2.06M +$23.4K +160 +1%
CCP
915
Clough Capital Partners
Massachusetts
$2.06M +$2.05M +13,990 New
HFO
916
Heritage Family Offices
Arizona
$2.06M -$1.23M -8,440 -38%
CW
917
CreativeOne Wealth
Kansas
$2.05M -$654K -4,470 -24%
AIM
918
Allen Investment Management
New York
$2.04M – – –
HIA
919
Harbor Investment Advisory
Maryland
$2.04M +$458K +3,130 +29%
CWP
920
Concord Wealth Partners
Virginia
$2.03M -$448K -3,060 -18%
CAMV
921
Concord Asset Management (Virginia)
Virginia
$2.01M -$439K -3,000 -18%
HNB
922
Hilltop National Bank
Wyoming
$2.01M -$1.14M -7,810 -36%
WIA
923
World Investment Advisors
California
$2.01M -$45.4K -310 -2%
CTA
924
Chesley Taft & Associates
Illinois
$1.99M -$20.5K -140 -1%
FA
925
Fiduciary Alliance
South Carolina
$1.99M -$385K -2,630 -19%
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