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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
926
StrategIQ Financial Group
Indiana
$228K +$205K +5,300 New
BPA
927
Beacon Pointe Advisors
California
$227K -$120K -3,110 -37%
RFC
928
Regions Financial Corp
Alabama
$227K +$204K +5,280 New
AAS
929
Avantax Advisory Services
Texas
$225K +$201K +5,210 New
CFG
930
Citizens Financial Group
Rhode Island
$222K +$199K +5,160 New
DCM
931
Driehaus Capital Management
Illinois
$221K +$198K +5,130 New
EWM
932
Empirical Wealth Management
Washington
$220K +$197K +5,110 New
MCM
933
MAI Capital Management
Ohio
$218K +$196K +5,070 New
ER
934
Enlightenment Research
Florida
$215K -$232K -6,000 -55%
BWG
935
Beta Wealth Group
California
$215K – – –
CPA
936
Court Place Advisors
Maryland
$215K +$193K +5,000 New
IPW
937
Inlet Private Wealth
Florida
$215K +$193K +5,000 New
LCM
938
Lewis Capital Management
California
$215K +$193K +5,000 New
PWSG
939
Pacific Wealth Strategies Group
California
$215K +$193K +5,000 New
YIH
940
Y-Intercept (HK)
Hong Kong
$214K -$785K -20,350 -80%
CIC
941
Cornercap Investment Counsel
Georgia
$213K -$103K -2,660 -35%
NIMI
942
Natixis Investment Managers International
France
$210K -$13.1K -340 -7%
DLA
943
Douglas Lane & Associates
New York
$209K +$187K +4,850 New
CBA
944
Coastal Bridge Advisors
Connecticut
$209K +$188K +4,860 New
MWM
945
Mission Wealth Management
California
$208K +$186K +4,830 New
CBT
946
Capital Bank & Trust
California
$207K +$186K +4,810 New
VAM
947
Verity Asset Management
North Carolina
$206K +$184K +4,780 New
BAM
948
Bellevue Asset Management
Washington
$205K -$9.65K -250 -5%
TAM
949
Trillium Asset Management
Massachusetts
$205K +$184K +4,760 New
CAM
950
Claret Asset Management
Quebec, Canada
$205K +$184K +4,770 New
36 37
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