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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1001
CFO4Life Group
Texas
$1.16M -$34K -290 -3%
PCG
1002
Prosperity Consulting Group
Maryland
$1.16M -$128K -1,090 -10%
AFA
1003
AA Financial Advisors
Ohio
$1.16M +$256K +2,180 +30%
ZI
1004
ZEGA Investments
Florida
$1.15M -$117K -1,000 -10%
PA
1005
Perennial Advisors
New York
$1.15M -$45.7K -390 -4%
MAM
1006
McLean Asset Management
Virginia
$1.15M +$12.9K +110 +1%
FNBT
1007
FineMark National Bank & Trust
Florida
$1.15M – – –
BCM
1008
Berbice Capital Management
New York
$1.14M – – –
MGAM
1009
McGowan Group Asset Management
Texas
$1.14M – – –
WA
1010
Wealth Architects
California
$1.13M -$7.04K -60 -0.6%
SBFM
1011
S-Bank Fund Management
Finland
$1.13M -$457K -3,900 -30%
CPIG
1012
Chicago Partners Investment Group
Illinois
$1.13M +$5.87K +50 +0.7%
AFT
1013
Alpha Family Trust
California
$1.13M – – –
MW
1014
Marble Wealth
Alabama
$1.12M +$1.09M +9,260 New
VCM
1015
Versant Capital Management
Arizona
$1.12M +$37.5K +320 +4%
SCM
1016
Stevens Capital Management
Pennsylvania
$1.12M +$704K +6,000 +188%
HIM
1017
Hillsdale Investment Management
Ontario, Canada
$1.12M -$117K -1,000 -10%
M1FG
1018
Mach-1 Financial Group
Arkansas
$1.12M +$1.08M +9,180 New
MFG
1019
Menard Financial Group
Texas
$1.11M – – –
AWM
1020
Axxcess Wealth Management
California
$1.11M -$65.7K -560 -6%
TWA
1021
Tandem Wealth Advisors
Arizona
$1.11M +$154K +1,310 +17%
CA
1022
Crumly & Associates
Illinois
$1.11M -$49.3K -420 -4%
EWA
1023
Encompass Wealth Advisors
Oregon
$1.11M – – –
KHCM
1024
Kirtland Hills Capital Management
Ohio
$1.1M +$35.2K +300 +3%
IFG
1025
Independent Financial Group
California
$1.1M +$725K +6,180 +214%
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