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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
Cornerstone Wealth Management
Missouri
$232K +$209K +5,410 New
JBA
927
Johnson Bixby & Associates
Washington
$230K -$52.1K -1,350 -20%
ABC
928
Associated Banc-Corp
Wisconsin
$230K +$206K +5,340 New
CWA
929
Clarus Wealth Advisors
Arizona
$228K +$203K +5,250 New
SFG
930
StrategIQ Financial Group
Indiana
$228K +$205K +5,300 New
BPA
931
Beacon Pointe Advisors
California
$227K -$120K -3,110 -37%
RFC
932
Regions Financial Corp
Alabama
$227K +$204K +5,280 New
AAS
933
Avantax Advisory Services
Texas
$225K +$201K +5,210 New
CFG
934
Citizens Financial Group
Rhode Island
$222K +$199K +5,160 New
DCM
935
Driehaus Capital Management
Illinois
$221K +$198K +5,130 New
EWM
936
Empirical Wealth Management
Washington
$220K +$197K +5,110 New
MCM
937
MAI Capital Management
Ohio
$218K +$196K +5,070 New
ER
938
Enlightenment Research
Florida
$215K -$232K -6,000 -55%
BWG
939
Beta Wealth Group
California
$215K – – –
CPA
940
Court Place Advisors
Maryland
$215K +$193K +5,000 New
IPW
941
Inlet Private Wealth
Florida
$215K +$193K +5,000 New
LCM
942
Lewis Capital Management
California
$215K +$193K +5,000 New
PWSG
943
Pacific Wealth Strategies Group
California
$215K +$193K +5,000 New
YIH
944
Y-Intercept (HK)
Hong Kong
$214K -$785K -20,350 -80%
CIC
945
Cornercap Investment Counsel
Georgia
$213K -$103K -2,660 -35%
NIMI
946
Natixis Investment Managers International
France
$210K -$13.1K -340 -7%
DLA
947
Douglas Lane & Associates
New York
$209K +$187K +4,850 New
CBA
948
Coastal Bridge Advisors
Connecticut
$209K +$188K +4,860 New
MWM
949
Mission Wealth Management
California
$208K +$186K +4,830 New
CBT
950
Capital Bank & Trust
California
$207K +$186K +4,810 New
36 37
38
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