We are live on ! Find out more
KLAC icon

KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
976
Barnett & Company
Tennessee
$672K – – –
QPW
977
Quantum Private Wealth
Florida
$667K – – –
CMS
978
Capital Market Strategies
Florida
$666K +$9.6K +130 +2%
ADIM
979
Alpha DNA Investment Management
Maryland
$665K -$203K -2,750 -25%
CPRC
980
Consolidated Portfolio Review Corp
New York
$654K -$19.9K -270 -3%
DAS
981
Diversify Advisory Services
Utah
$653K +$17K +230 +3%
HMS
982
Hanseatic Management Services
New Mexico
$643K +$14K +190 +2%
FWP
983
FAS Wealth Partners
Kansas
$634K – – –
VH
984
Visionary Horizons
Tennessee
$632K -$31K -420 -5%
MWM
985
Mission Wealth Management
California
$631K -$233K -3,150 -29%
AAS
986
Annex Advisory Services
Wisconsin
$630K – – –
NAM
987
NorthCrest Asset Manangement
Minnesota
$627K +$13.3K +180 +2%
UH
988
Unigestion Holding
Switzerland
$627K -$83.5K -1,130 -9%
EWM
989
Evercore Wealth Management
New York
$627K -$42.1K -570 -7%
IA
990
IFP Advisors
Florida
$625K -$892K -12,070 -61%
WAP
991
Wealthcare Advisory Partners
Pennsylvania
$617K +$28.8K +390 +6%
KNW
992
Kesler Norman & Wride
Utah
$616K +$550K +7,450 New
SMA
993
Sage Mountain Advisors
Georgia
$616K +$46.5K +630 +9%
FCA
994
FLC Capital Advisors
California
$616K – – –
FHA
995
First Horizon Advisors
Tennessee
$614K +$11.8K +160 +2%
GSC
996
G&S Capital
Colorado
$610K -$175K -2,370 -25%
BAM
997
Berkshire Asset Management
Pennsylvania
$604K – – –
FFM
998
Forum Financial Management
Illinois
$602K +$3.69K +50 +0.7%
PFBT
999
Parkside Financial Bank & Trust
Missouri
$601K +$1.48K +20 +0.3%
EFG
1000
Ethos Financial Group
Pennsylvania
$598K -$363K -4,910 -40%
38 39
40
41 42