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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
926
Choate Investment Advisors
Massachusetts
$715K +$720 +10 +0.1%
PTC
927
Private Trust Company
Ohio
$714K +$145K +2,010 +24%
GCP
928
Garda Capital Partners
Minnesota
$714K +$757K +10,510 New
SI
929
Sava Infond
Slovenia
$714K +$43.2K +600 +6%
JCIA
930
Jackson Creek Investment Advisors
Colorado
$713K +$720 +10 +0.1%
MGIA
931
Moneta Group Investment Advisors
Missouri
$710K +$2.88K +40 +0.4%
HA
932
Herold Advisors
New York
$710K -$350K -4,860 -32%
JIP
933
Jaffetilchin Investment Partners
Florida
$706K +$176K +2,440 +31%
HH
934
Hilltop Holdings
Texas
$703K +$372K +5,160 +99%
VBCG
935
Valley Brook Capital Group
Pennsylvania
$702K +$21.6K +300 +3%
TWA
936
Tandem Wealth Advisors
Arizona
$698K +$64.8K +900 +10%
WAG
937
Winthrop Advisory Group
Massachusetts
$698K -$14.4K -200 -2%
EI
938
Ecofi Investissements
France
$697K – – –
TAP
939
Tounjian Advisory Partners
Florida
$697K +$739K +10,260 New
BIG
940
Brooklyn Investment Group
New York
$687K +$377K +5,230 +107%
ECM
941
Evergreen Capital Management
Washington
$686K +$171K +2,370 +31%
AIA
942
AIMZ Investment Advisors
California
$685K – – –
VARA
943
Value Aligned Research Advisors
New Jersey
$685K +$725K +10,070 New
EWA
944
Encompass Wealth Advisors
Oregon
$682K – – –
CA
945
CoreCap Advisors
Michigan
$680K -$1.44K -20 -0.2%
LAI
946
Legal Advantage Investments
California
$680K – – –
CWM
947
Centric Wealth Management
Illinois
$676K – – –
CB
948
Cadence Bank
Mississippi
$671K +$23.1K +320 +3%
LTL
949
Lowery Thomas LLC
California
$666K -$21.6K -300 -3%
TFA
950
Teamwork Financial Advisors
Texas
$662K -$1.65M -22,970 -70%
36 37
38
39 40