We are live on ! Find out more
KLAC icon

KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1026
Barnett & Company
Tennessee
$482K -$33.8K -500 -6%
CMS
1027
Capital Market Strategies
Florida
$482K -$33.1K -490 -6%
FRM
1028
Fox Run Management
Connecticut
$481K +$516K +7,640 New
AAS
1029
Annex Advisory Services
Wisconsin
$479K -$2.7K -40 -0.5%
SPA
1030
Sherbrooke Park Advisers
New York
$479K +$514K +7,600 New
SFFS
1031
Stonehage Fleming Financial Services
Jersey
$479K +$514K +7,600 New
CFP
1032
Catalyst Financial Partners
Massachusetts
$476K +$10.1K +150 +2%
EWM
1033
Evercore Wealth Management
New York
$474K – – –
NAM
1034
NorthCrest Asset Manangement
Minnesota
$473K +$2.7K +40 +0.5%
GTAM
1035
Global Trust Asset Management
Florida
$472K +$102K +1,510 +25%
FCA
1036
FLC Capital Advisors
California
$471K – – –
SMA
1037
Sage Mountain Advisors
Georgia
$470K -$43.3K -640 -8%
BAM
1038
Berkshire Asset Management
Pennsylvania
$466K -$74.3K -1,100 -15%
CIA
1039
Capital Investment Advisors
Georgia
$464K +$1.35K +20 +0.3%
FFM
1040
Forum Financial Management
Illinois
$459K -$676 -10 -0.1%
GIA
1041
Gateway Investment Advisers
Ohio
$457K +$101K +1,500 +26%
ACA
1042
Affinity Capital Advisors
California
$451K – – –
FAM
1043
Fairtree Asset Management
South Africa
$450K +$483K +7,140 New
RFP
1044
Root Financial Partners
California
$448K +$22.3K +330 +5%
GM
1045
GeoWealth Management
Illinois
$447K -$116K -1,720 -20%
HNWA
1046
Henrickson Nauta Wealth Advisors
Michigan
$445K -$1.35K -20 -0.3%
NPT
1047
Nixon Peabody Trust
Massachusetts
$444K +$19.6K +290 +4%
WA
1048
Waverly Advisors
Alabama
$444K +$476K +7,040 New
DAS
1049
Diversify Advisory Services
Utah
$443K +$81.1K +1,200 +23%
AAS
1050
Ameritas Advisory Services
Nebraska
$441K +$160K +2,370 +51%
40 41
42
43 44