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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1026
Pine Valley Investments
New Jersey
$504K +$32.4K +450 +6%
CMS
1027
Capital Market Strategies
Florida
$500K -$20.9K -290 -4%
ARMT
1028
Amica Retiree Medical Trust
Rhode Island
$500K -$281K -3,900 -35%
PIA
1029
Perennial Investment Advisors
California
$499K +$54K +750 +11%
FAIM
1030
Financial Advocates Investment Management
Washington
$498K +$28.8K +400 +6%
RFP
1031
Root Financial Partners
California
$498K +$15.1K +210 +3%
FFM
1032
Forum Financial Management
Illinois
$496K +$720 +10 +0.1%
CWAG
1033
Compton Wealth Advisory Group
Virginia
$493K -$227K -3,150 -30%
RIA
1034
Regal Investment Advisors
Michigan
$489K +$31.7K +440 +7%
OHWP
1035
Oak Harbor Wealth Partners
North Carolina
$489K +$518K +7,190 New
WA
1036
Waverly Advisors
Alabama
$488K +$10.1K +140 +2%
GIM
1037
Gold Investment Management
Alberta, Canada
$485K +$96.5K +1,340 +23%
AA
1038
Advisory Alpha
Michigan
$482K +$89.3K +1,240 +21%
MLA
1039
My Legacy Advisors
Oregon
$481K +$23.1K +320 +5%
KHCM
1040
Kirtland Hills Capital Management
Ohio
$480K +$89.3K +1,240 +20%
SI
1041
Seeds Investor
New York
$477K +$137K +1,900 +37%
IIM
1042
Intact Investment Management
Quebec, Canada
$476K -$1.01M -14,000 -67%
AIP
1043
Arrowpoint Investment Partners
Singapore
$476K +$504K +7,000 New
KP
1044
Keel Point
Alabama
$475K +$43.2K +600 +9%
MA
1045
Mezzasalma Advisors
New Jersey
$475K -$98K -1,360 -16%
GBT
1046
Grove Bank & Trust
Florida
$472K +$67.7K +940 +16%
MAM
1047
MWA Asset Management
Massachusetts
$472K +$19.4K +270 +4%
SAM
1048
SP Asset Management
California
$470K +$720 +10 +0.1%
OIS
1049
OneAscent Investment Solutions
Alabama
$469K +$497K +6,900 New
HNWA
1050
Henrickson Nauta Wealth Advisors
Michigan
$469K +$5.04K +70 +1%
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