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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
951
Transcend Capital Advisors
New Jersey
$618K +$8.35K +130 +1%
SRL
952
Scientech Research LLC
New Jersey
$618K +$179K +2,780 +46%
CT
953
Caldwell Trust
Florida
$607K -$222K -3,450 -28%
OFS
954
OneAscent Financial Services
Alabama
$603K -$73.9K -1,150 -12%
AI
955
AdvisorShares Investments
Maryland
$602K – – –
IFG
956
Independent Financial Group
California
$598K +$45K +700 +9%
OWA
957
One Wealth Advisors
California
$597K -$117K -1,820 -18%
CFO
958
CVA Family Office
Colorado
$595K +$642 +10 +0.1%
NCFG
959
New Century Financial Group
New Jersey
$594K +$143K +2,230 +36%
TF
960
Trek Financial
Arizona
$594K -$34K -530 -6%
TPI
961
Trust Point Inc
Wisconsin
$593K +$148K +2,300 +37%
SSA
962
Sierra Summit Advisors
Nevada
$590K – – –
CA
963
Crumly & Associates
Illinois
$587K -$2.57K -40 -0.5%
MIS
964
Morningstar Investment Services
Illinois
$585K -$1.07M -16,590 -66%
LJAC
965
L.J. Altfest & Co
New York
$584K -$8.99K -140 -2%
AAM
966
Auxier Asset Management
Oregon
$583K – – –
VBCG
967
Valley Brook Capital Group
Pennsylvania
$583K +$32.1K +500 +6%
CPRC
968
Consolidated Portfolio Review Corp
New York
$573K – – –
EWM
969
Evercore Wealth Management
New York
$571K – – –
BC
970
Barnett & Company
Tennessee
$569K – – –
TC
971
Trilogy Capital
California
$569K +$523K +8,140 New
KCM
972
Kathmere Capital Management
Pennsylvania
$567K +$15.4K +240 +3%
QPW
973
Quantum Private Wealth
Florida
$565K -$1.93K -30 -0.4%
CMS
974
Capital Market Strategies
Florida
$555K -$21.2K -330 -4%
VH
975
Visionary Horizons
Tennessee
$550K -$59.1K -920 -10%
37 38
39
40 41