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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
951
Concurrent Investment Advisors
Florida
$621K +$124K +1,930 +28%
BJL
952
Brighton Jones LLC
Washington
$620K +$64.9K +1,010 +13%
TCA
953
Transcend Capital Advisors
New Jersey
$618K +$8.35K +130 +1%
SRL
954
Scientech Research LLC
New Jersey
$618K +$179K +2,780 +46%
CT
955
Caldwell Trust
Florida
$607K -$222K -3,450 -28%
OFS
956
OneAscent Financial Services
Alabama
$603K -$73.9K -1,150 -12%
AI
957
AdvisorShares Investments
Maryland
$602K – – –
IFG
958
Independent Financial Group
California
$598K +$45K +700 +9%
OWA
959
One Wealth Advisors
California
$597K -$117K -1,820 -18%
CFO
960
CVA Family Office
Colorado
$595K +$642 +10 +0.1%
NCFG
961
New Century Financial Group
New Jersey
$594K +$143K +2,230 +36%
TF
962
Trek Financial
Arizona
$594K -$34K -530 -6%
TPI
963
Trust Point Inc
Wisconsin
$593K +$148K +2,300 +37%
SSA
964
Sierra Summit Advisors
Nevada
$590K – – –
CA
965
Crumly & Associates
Illinois
$587K -$2.57K -40 -0.5%
MIS
966
Morningstar Investment Services
Illinois
$585K -$1.07M -16,590 -66%
LJAC
967
L.J. Altfest & Co
New York
$584K -$8.99K -140 -2%
AAM
968
Auxier Asset Management
Oregon
$583K – – –
VBCG
969
Valley Brook Capital Group
Pennsylvania
$583K +$32.1K +500 +6%
CPRC
970
Consolidated Portfolio Review Corp
New York
$573K – – –
EWM
971
Evercore Wealth Management
New York
$571K – – –
BC
972
Barnett & Company
Tennessee
$569K – – –
TC
973
Trilogy Capital
California
$569K +$523K +8,140 New
KCM
974
Kathmere Capital Management
Pennsylvania
$567K +$15.4K +240 +3%
QPW
975
Quantum Private Wealth
Florida
$565K -$1.93K -30 -0.4%
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