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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
926
MGO One Seven
Ohio
$503K +$51K +980 +13%
AI
927
AdvisorShares Investments
Maryland
$501K -$5.21K -100 -1%
ACA
928
Aptus Capital Advisors
Alabama
$501K -$8.33K -160 -2%
VAS
929
Vestmark Advisory Solutions
Massachusetts
$497K -$8.33K -160 -2%
CFO
930
CVA Family Office
Colorado
$495K +$39.6K +760 +10%
LJAC
931
L.J. Altfest & Co
New York
$494K -$3.12K -60 -0.7%
SSA
932
Sierra Summit Advisors
Nevada
$491K +$440K +8,450 New
CA
933
Crumly & Associates
Illinois
$491K +$120K +2,310 +38%
DFCM
934
Dark Forest Capital Management
Puerto Rico
$485K -$1.86M -35,780 -81%
AAM
935
Auxier Asset Management
Oregon
$485K – – –
GA
936
Geller Advisors
New York
$484K -$6.25K -120 -1%
CMS
937
Capital Market Strategies
Florida
$481K +$520 +10 +0.1%
CPRC
938
Consolidated Portfolio Review Corp
New York
$477K -$1.56K -30 -0.4%
EWM
939
Evercore Wealth Management
New York
$475K -$5.72K -110 -1%
BC
940
Barnett & Company
Tennessee
$474K – – –
JHCP
941
Jackson Hole Capital Partners
Oklahoma
$472K – – –
CRI
942
Colonial River Investments
Virginia
$472K +$423K +8,120 New
QPW
943
Quantum Private Wealth
Florida
$472K – – –
GCM
944
Gallacher Capital Management
Colorado
$471K -$249K -4,790 -37%
PA
945
Procyon Advisors
Connecticut
$460K +$30.2K +580 +8%
KCM
946
Kathmere Capital Management
Pennsylvania
$458K -$48.4K -930 -11%
BJL
947
Brighton Jones LLC
Washington
$457K -$5.72K -110 -1%
CAG
948
Csenge Advisory Group
Florida
$457K +$72.3K +1,390 +21%
IFG
949
Independent Financial Group
California
$457K +$158K +3,040 +63%
VBCG
950
Valley Brook Capital Group
Pennsylvania
$456K +$5.21K +100 +1%
36 37
38
39 40