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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
926
Compton Wealth Advisory Group
Virginia
$805K – – –
CTA
927
Chesley Taft & Associates
Illinois
$802K +$3.92K +50 +0.5%
MFIM
928
Mesirow Financial Investment Management
Illinois
$802K +$56.5K +720 +7%
QPBE
929
Quintet Private Bank (Europe)
Luxembourg
$801K +$108K +1,380 +15%
SVWAG
930
Sound View Wealth Advisors Group
Georgia
$800K +$52.6K +670 +7%
OR
931
Olympiad Research
Connecticut
$797K +$470K +5,990 +139%
EWS
932
Evergreen Wealth Solutions
Pennsylvania
$796K -$172K -2,190 -18%
QCG
933
Quadrant Capital Group
Ohio
$784K +$7.06K +90 +0.9%
ST
934
Smithfield Trust
Pennsylvania
$782K – – –
LTL
935
Lowery Thomas LLC
California
$781K – – –
AIA
936
AIMZ Investment Advisors
California
$780K – – –
SYBT
937
Stock Yards Bank & Trust
Kentucky
$780K – – –
IWC
938
Integrated Wealth Concepts
Massachusetts
$780K -$668K -8,520 -46%
EWA
939
Encompass Wealth Advisors
Oregon
$774K – – –
LAI
940
Legal Advantage Investments
California
$774K – – –
VBCG
941
Valley Brook Capital Group
Pennsylvania
$773K +$62.8K +800 +9%
AIP
942
Almanack Investment Partners
Pennsylvania
$770K +$12.6K +160 +2%
CM
943
Columbus Macro
Pennsylvania
$769K -$315K -4,020 -29%
NO
944
Ninety One
South Africa
$767K -$12.7M -161,710 -94%
FHB
945
First Hawaiian Bank
Hawaii
$767K -$279K -3,550 -26%
KCM
946
Kathmere Capital Management
Pennsylvania
$761K -$119K -1,520 -13%
QWP
947
Quotient Wealth Partners
Texas
$754K +$14.9K +190 +2%
CIAS
948
Capital Investment Advisory Services
North Carolina
$754K +$557K +7,100 +269%
JCIA
949
Jackson Creek Investment Advisors
Colorado
$753K -$14.1K -180 -2%
VFA
950
Valeo Financial Advisors
Indiana
$749K -$51K -650 -6%
36 37
38
39 40