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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
951
Mindset Wealth Management
Indiana
$659K -$61.9K -860 -8%
CA
952
Crumly & Associates
Illinois
$654K +$5.76K +80 +0.8%
MC
953
MIG Capital
California
$654K +$693K +9,620 New
DO
954
denkapparat Operations
Germany
$653K +$298K +4,140 +76%
QPBE
955
Quintet Private Bank (Europe)
Luxembourg
$649K – – –
GCM
956
GKV Capital Management
California
$646K -$396K -5,500 -37%
FNBT
957
FineMark National Bank & Trust
Florida
$644K -$143K -1,980 -17%
PCG
958
Prosperity Consulting Group
Maryland
$643K +$100K +1,390 +17%
EWM
959
Empirical Wealth Management
Washington
$640K -$49.7K -690 -7%
QWP
960
Quotient Wealth Partners
Texas
$639K +$65.5K +910 +11%
MGAM
961
McGowan Group Asset Management
Texas
$639K – – –
BCM
962
Berbice Capital Management
New York
$639K +$50.4K +700 +8%
NWAG
963
Net Worth Advisory Group
Utah
$638K -$1.44K -20 -0.2%
DG
964
DMC Group
Alabama
$633K – – –
AFT
965
Alpha Family Trust
California
$632K – – –
WA
966
Wealth Architects
California
$628K +$4.32K +60 +0.7%
CSP
967
Cary Street Partners
Virginia
$627K -$135K -1,880 -17%
HA
968
Harfst & Associates
Wyoming
$625K +$662K +9,190 New
GIA
969
Gateway Investment Advisers
Ohio
$623K +$138K +1,910 +26%
MIFH
970
Migdal Insurance & Financial Holdings
Israel
$623K +$483K +6,700 +272%
LC
971
Lavaca Capital
Texas
$623K -$112K -1,550 -14%
VV
972
Verity & Verity
South Carolina
$621K +$20.9K +290 +3%
VA
973
VestGen Advisors
Illinois
$620K +$657K +9,120 New
SF
974
Summit Financial
New Jersey
$620K +$329K +4,570 +100%
MWA
975
MFA Wealth Advisors
Pennsylvania
$620K +$302K +4,190 +85%
37 38
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