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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
926
Choate Investment Advisors
Massachusetts
$662K +$291K +4,300 +69%
JCIA
927
Jackson Creek Investment Advisors
Colorado
$660K +$51.4K +760 +8%
WAG
928
Winthrop Advisory Group
Massachusetts
$659K -$676 -10 -0.1%
PCMU
929
Paragon Capital Management (Utah)
Utah
$656K +$79.1K +1,170 +13%
MGIA
930
Moneta Group Investment Advisors
Missouri
$656K +$420K +6,220 +148%
VFA
931
Valeo Financial Advisors
Indiana
$656K +$50K +740 +8%
CWAG
932
Compton Wealth Advisory Group
Virginia
$655K – – –
CIAS
933
Capital Investment Advisory Services
North Carolina
$655K +$44.6K +660 +7%
EP
934
Edgestream Partners
New Jersey
$655K -$4.93M -72,920 -88%
HBT
935
Heartland Bank & Trust
Illinois
$648K -$24.3K -360 -3%
KFS
936
Kaizen Financial Strategies
California
$643K -$20.3K -300 -3%
AC
937
Avestar Capital
New York
$642K -$354K -5,240 -34%
GCP
938
GSA Capital Partners
United Kingdom
$640K -$79.1K -1,170 -10%
IC
939
Iconiq Capital
California
$640K +$380K +5,620 +124%
EWM
940
Empirical Wealth Management
Washington
$637K -$159K -2,350 -19%
LTL
941
Lowery Thomas LLC
California
$636K – – –
AIA
942
AIMZ Investment Advisors
California
$635K – – –
RA
943
RFG Advisory
Alabama
$634K +$93.3K +1,380 +16%
EWA
944
Encompass Wealth Advisors
Oregon
$632K +$2.03K +30 +0.3%
VBCG
945
Valley Brook Capital Group
Pennsylvania
$632K +$3.38K +50 +0.5%
CA
946
CoreCap Advisors
Michigan
$631K -$292K -4,320 -30%
LAI
947
Legal Advantage Investments
California
$630K – – –
AAP
948
Arax Advisory Partners
Colorado
$628K +$327K +4,840 +95%
CWM
949
Centric Wealth Management
Illinois
$626K – – –
NO
950
Ninety One
South Africa
$625K – – –
36 37
38
39 40