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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
976
Sentry Investment Management
Wisconsin
$417K -$40.1K -770 -10%
ACA
977
Affinity Capital Advisors
California
$416K +$5.21K +100 +1%
CPC
978
Consolidated Planning Corp
Georgia
$414K +$59.3K +1,140 +19%
TWA
979
Tandem Wealth Advisors
Arizona
$413K -$12K -230 -3%
MAM
980
McLean Asset Management
Virginia
$411K +$520 +10 +0.1%
HNWA
981
Henrickson Nauta Wealth Advisors
Michigan
$411K – – –
FAIM
982
Financial Advocates Investment Management
Washington
$410K +$33.8K +650 +10%
EWA
983
EverSource Wealth Advisors
Alabama
$409K +$40.1K +770 +12%
LFG
984
Larson Financial Group
Missouri
$407K -$1.56K -30 -0.4%
DSC
985
Duncker Streett & Co
Missouri
$406K – – –
CIA
986
Concurrent Investment Advisors
Florida
$404K +$362K +6,960 New
OWM
987
OneAscent Wealth Management
Alabama
$399K -$7.81K -150 -2%
NFC
988
Northeast Financial Consultants
Connecticut
$398K +$1.04K +20 +0.3%
PVI
989
Pine Valley Investments
New Jersey
$398K -$214K -4,110 -38%
VFA
990
Values First Advisors
Tennessee
$397K -$113K -2,180 -24%
MAM
991
MWA Asset Management
Massachusetts
$397K +$10.9K +210 +3%
FC
992
Forte Capital
New York
$396K -$4.16K -80 -1%
SMA
993
Sage Mountain Advisors
Georgia
$389K +$6.25K +120 +2%
MCA
994
MSH Capital Advisors
Arizona
$389K -$28.1K -540 -7%
TIA
995
Tiemann Investment Advisors
California
$388K -$2.6K -50 -0.7%
WSTAM
996
Wilbanks Smith & Thomas Asset Management
Virginia
$387K -$9.89K -190 -3%
NFP
997
Narus Financial Partners
Utah
$382K – – –
APA
998
Astoria Portfolio Advisors
New York
$381K +$330K +6,340 New
GWS
999
Glassman Wealth Services
Virginia
$380K +$1.56K +30 +0.5%
SAM
1000
SP Asset Management
California
$379K – – –
38 39
40
41 42