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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
926
TownSquare Capital
Utah
$947K -$2.3M -30,540 -74%
ECM
927
Evergreen Capital Management
Washington
$944K +$33.9K +450 +4%
VBCG
928
Valley Brook Capital Group
Pennsylvania
$943K +$15K +200 +2%
MGIA
929
Moneta Group Investment Advisors
Missouri
$941K +$4.51K +60 +0.6%
FCB
930
First County Bank
Connecticut
$941K -$142K -1,890 -15%
CIA
931
Choate Investment Advisors
Massachusetts
$939K -$3.01K -40 -0.4%
OHWP
932
Oak Harbor Wealth Partners
North Carolina
$937K +$246K +3,270 +45%
TNA
933
True North Advisors
Texas
$935K +$785K +10,440 New
TWA
934
Tandem Wealth Advisors
Arizona
$934K +$12K +160 +2%
SW
935
Simplicity Wealth
New Jersey
$934K +$784K +10,420 New
AO
936
Advisor OS
Illinois
$934K -$71.5K -950 -8%
DO
937
denkapparat Operations
Germany
$932K +$60.2K +800 +8%
WAG
938
Winthrop Advisory Group
Massachusetts
$926K +$6.02K +80 +0.8%
GCP
939
GSA Capital Partners
United Kingdom
$918K +$771K +10,250 New
JCIA
940
Jackson Creek Investment Advisors
Colorado
$917K -$18.8K -250 -2%
CWM
941
Centric Wealth Management
Illinois
$909K – – –
AIA
942
AIMZ Investment Advisors
California
$902K – – –
MFIM
943
Mesirow Financial Investment Management
Illinois
$902K -$173K -2,300 -19%
EWA
944
Encompass Wealth Advisors
Oregon
$897K -$1.5K -20 -0.2%
SI
945
Sava Infond
Slovenia
$896K -$37.6K -500 -5%
LAI
946
Legal Advantage Investments
California
$896K – – –
PCG
947
Prosperity Consulting Group
Maryland
$895K +$39.9K +530 +6%
CCA
948
Catalyst Capital Advisors
New York
$894K -$67K -890 -8%
CB
949
Cadence Bank
Mississippi
$889K +$4.51K +60 +0.6%
MWM
950
Mindset Wealth Management
Indiana
$889K +$16.6K +220 +2%
36 37
38
39 40