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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
1026
United Advisor Group
Ohio
$562K +$570K +7,260 New
SPC
1027
Sigma Planning Corp
Michigan
$561K +$62.8K +800 +12%
VA
1028
Valmark Advisers
Ohio
$559K +$11K +140 +2%
PWPS
1029
Pinnacle Wealth Planning Services
Ohio
$558K -$1.57K -20 -0.3%
ZIM
1030
Zacks Investment Management
Illinois
$554K +$561K +7,150 New
TWA
1031
Tandem Wealth Advisors
Arizona
$552K +$50.2K +640 +10%
PFBT
1032
Parkside Financial Bank & Trust
Missouri
$551K -$13.3K -170 -2%
GSC
1033
G&S Capital
Colorado
$551K – – –
CA
1034
Commerzbank Aktiengesellschaft
Germany
$550K +$170K +2,170 +44%
HNWA
1035
Henrickson Nauta Wealth Advisors
Michigan
$549K +$1.57K +20 +0.3%
NC
1036
nVerses Capital
Florida
$542K -$235K -3,000 -30%
SFC
1037
SYM Financial Corp
Indiana
$538K +$219K +2,790 +67%
JAG
1038
Journey Advisory Group
Kentucky
$536K – – –
GRP
1039
Global Retirement Partners
California
$536K +$111K +1,410 +26%
NCFG
1040
New Century Financial Group
New Jersey
$535K -$265K -3,380 -33%
CCP
1041
Clough Capital Partners
Massachusetts
$535K -$428K -5,450 -44%
ALAM
1042
Asahi Life Asset Management
Japan
$534K +$541K +6,900 New
CF
1043
Centaurus Financial
California
$533K +$125K +1,590 +30%
SAM
1044
SP Asset Management
California
$533K +$785 +10 +0.1%
FHA
1045
First Horizon Advisors
Tennessee
$532K -$45.5K -580 -8%
ANTB
1046
AMG National Trust Bank
Colorado
$532K +$316K +4,030 +142%
ARC
1047
Advisor Resource Council
Texas
$527K +$534K +6,810 New
RFP
1048
Root Financial Partners
California
$525K +$15.7K +200 +3%
CWP
1049
Cyndeo Wealth Partners
Florida
$525K +$42.4K +540 +9%
DS
1050
DRW Securities
Illinois
$525K -$184K -2,350 -26%
40 41
42
43 44