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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
951
LM Advisors
California
$744K – – –
CB
952
Cadence Bank
Mississippi
$741K -$125K -1,590 -14%
HSA
953
HBK Sorce Advisory
Pennsylvania
$741K -$11K -140 -1%
MYLI
954
Meiji Yasuda Life Insurance
Japan
$734K +$20.4K +260 +3%
EFL
955
ERn Financial LLC
Wisconsin
$733K +$7.06K +90 +1%
MIS
956
Morningstar Investment Services
Illinois
$731K -$785 -10 -0.1%
MGAM
957
McGowan Group Asset Management
Texas
$728K – – –
NWAG
958
Net Worth Advisory Group
Utah
$728K +$738K +9,400 New
BPA
959
Beacon Pointe Advisors
California
$726K -$57.3K -730 -7%
DG
960
DMC Group
Alabama
$721K -$78.5K -1,000 -10%
AFT
961
Alpha Family Trust
California
$720K – – –
LAS
962
Legacy Advisory Services
Pennsylvania
$717K – – –
PCMU
963
Paragon Capital Management (Utah)
Utah
$716K +$725K +9,240 New
WA
964
Wealth Architects
California
$714K -$8.63K -110 -1%
ECM
965
Evergreen Capital Management
Washington
$707K +$63.6K +810 +10%
LC
966
Lavaca Capital
Texas
$707K -$1.18M -14,990 -62%
SWP
967
Strategic Wealth Partners
Ohio
$707K +$152K +1,940 +27%
CCA
968
Cadent Capital Advisors
Oklahoma
$699K +$709K +9,030 New
PAM
969
Panagora Asset Management
Massachusetts
$695K – – –
JFGIW
970
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$689K +$48.6K +620 +7%
YMRC
971
Yorktown Management & Research Company
Virginia
$689K -$479K -6,100 -41%
MS
972
Maven Securities
Jersey
$689K +$228K +2,900 +48%
AM
973
AGF Management
Ontario, Canada
$684K +$251K +3,200 +57%
GM
974
GeoWealth Management
Illinois
$683K -$85.5K -1,090 -11%
GCM
975
Gallacher Capital Management
Colorado
$680K +$355K +4,530 +107%
37 38
39
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