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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
926
Vestmark Advisory Solutions
Massachusetts
$800K -$56.9K -770 -7%
AWA
927
Arkadios Wealth Advisors
Georgia
$799K +$420K +5,680 +142%
KFS
928
Kaizen Financial Strategies
California
$797K -$77.6K -1,050 -9%
SVWAG
929
Sound View Wealth Advisors Group
Georgia
$796K -$107K -1,450 -13%
FRM
930
Fox Run Management
Connecticut
$796K +$714K +9,660 New
MFIM
931
Mesirow Financial Investment Management
Illinois
$794K +$711K +9,630 New
LA
932
LM Advisors
California
$792K – – –
SCM
933
Sirios Capital Management
Massachusetts
$789K -$310K -4,190 -30%
QWP
934
Quotient Wealth Partners
Texas
$787K +$262K +3,540 +59%
BAM
935
BOS Asset Management
Illinois
$785K +$364K +4,930 +107%
CWM
936
Centric Wealth Management
Illinois
$783K -$5.17K -70 -0.7%
TCA
937
Transcend Capital Advisors
New Jersey
$779K +$43.6K +590 +7%
MGAM
938
McGowan Group Asset Management
Texas
$775K – – –
EFL
939
ERn Financial LLC
Wisconsin
$773K +$3.69K +50 +0.5%
WA
940
Wealth Architects
California
$770K +$427K +5,780 +163%
AFT
941
Alpha Family Trust
California
$767K – – –
LAS
942
Legacy Advisory Services
Pennsylvania
$763K – – –
HAG
943
HighPoint Advisor Group
Illinois
$763K +$10.3K +140 +1%
A
944
AlphaQuest
New York
$763K +$651K +8,810 +2,002%
MIS
945
Morningstar Investment Services
Illinois
$762K +$70.2K +950 +11%
MYLI
946
Meiji Yasuda Life Insurance
Japan
$760K -$55.4K -750 -8%
VBCG
947
Valley Brook Capital Group
Pennsylvania
$757K +$61.3K +830 +10%
DS
948
DRW Securities
Illinois
$754K +$674K +9,130 New
PTC
949
Private Trust Company
Ohio
$754K +$125K +1,690 +23%
BJL
950
Brighton Jones LLC
Washington
$753K +$18.5K +250 +3%
36 37
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