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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
926
Sage Mountain Advisors
Georgia
$266K +$262K +6,660 New
LA
927
Legacy Advisors
Pennsylvania
$265K +$1.97K +50 +0.8%
JCM
928
Janney Capital Management
Pennsylvania
$264K -$76.1K -1,930 -23%
WC
929
Wexford Capital
Florida
$264K +$260K +6,610 New
BTWM
930
Baker Tilly Wealth Management
Wisconsin
$263K +$260K +6,600 New
RC
931
Rovin Capital
Arizona
$263K -$18.5K -470 -7%
NFP
932
Narus Financial Partners
Utah
$263K – – –
IFG
933
Independent Financial Group
California
$261K +$258K +6,550 New
DMBA
934
Deseret Mutual Benefit Administrators
Utah
$261K +$2.37K +60 +0.9%
SAM
935
SP Asset Management
California
$260K – – –
ERWM
936
Elk River Wealth Management
Colorado
$259K – – –
CI
937
CX Institutional
Indiana
$258K +$25.6K +650 +11%
BWG
938
Beta Wealth Group
California
$258K +$788 +20 +0.3%
SOS
939
Silver Oak Securities
Tennessee
$257K +$253K +6,410 New
EWA
940
EverSource Wealth Advisors
Alabama
$257K +$13K +330 +5%
OFS
941
OneAscent Financial Services
Alabama
$256K -$9.46K -240 -4%
STA
942
Summit Trail Advisors
New York
$256K +$253K +6,410 New
TCM
943
Teza Capital Management
Illinois
$254K +$251K +6,370 New
FFP
944
FourThought Financial Partners
Florida
$254K -$3.55K -90 -1%
FWCM
945
Ferguson Wellman Capital Management
Oregon
$251K +$394 +10 +0.2%
DWT
946
Dorsey & Whitney Trust
South Dakota
$251K -$394 -10 -0.2%
BC
947
Brookfield Corp
Ontario, Canada
$250K +$247K +6,260 New
MWA
948
Meridian Wealth Advisors
Texas
$249K – – –
GI
949
GAMCO Investors
Connecticut
$249K +$246K +6,250 New
ACM
950
Acrisure Capital Management
Texas
$247K +$244K +6,200 New
36 37
38
39 40