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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$80K +$1.16K +30 +2%
BAM
1002
Barrett Asset Management
New York
$79K +$2.32K +60 +3%
FCA
1003
FinTrust Capital Advisors
South Carolina
$75K +$67.2K +1,740 New
IBOK
1004
Independence Bank of Kentucky
Kentucky
$73K – – –
SFM
1005
Signet Financial Management
New Jersey
$72K +$64.4K +1,670 New
MCM
1006
MV Capital Management
Maryland
$70K +$2.7K +70 +4%
HFM
1007
Hartford Financial Management
Connecticut
$70K +$3.09K +80 +5%
PWMG
1008
Prestige Wealth Management Group
New Jersey
$70K +$11.2K +290 +22%
SCA
1009
Stonebridge Capital Advisors
Minnesota
$69K – – –
BWM
1010
BerganKDV Wealth Management
Minnesota
$68K – – –
WBC
1011
West Branch Capital
Massachusetts
$60K +$54K +1,400 New
EDRH
1012
Edmond de Rothschild Holding
Switzerland
$59K +$53.3K +1,380 New
LFG
1013
Larson Financial Group
Missouri
$56K +$12.3K +320 +33%
SN
1014
Sittner & Nelson
Oregon
$55K – – –
PB
1015
Pinnacle Bancorp
Nebraska
$54K – – –
PSB
1016
Piscataqua Savings Bank
New Hampshire
$53K -$3.86K -100 -8%
SC
1017
Seldon Capital
California
$48K +$43.2K +1,120 New
MUMSS
1018
Mitsubishi UFJ Morgan Stanley Securities
Japan
$47K -$46.3K -1,200 -52%
EWA
1019
EverSource Wealth Advisors
Alabama
$47K +$42.1K +1,090 New
TWA
1020
TCI Wealth Advisors
Arizona
$45K – – –
DFCM
1021
Dark Forest Capital Management
Puerto Rico
$43K -$27.8K -720 -42%
HPC
1022
HM Payson & Co
Maine
$43K -$13.5K -350 -26%
PG
1023
Proffitt & Goodson
Tennessee
$43K – – –
EWM
1024
Evermay Wealth Management
Virginia
$43K +$38.6K +1,000 New
SWM
1025
Selective Wealth Management
Virginia
$43K +$38.6K +1,000 New
39 40
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42 43