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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
1026
Capital Market Strategies
Florida
$500K -$20.9K -290 -4%
ARMT
1027
Amica Retiree Medical Trust
Rhode Island
$500K -$281K -3,900 -35%
PIA
1028
Perennial Investment Advisors
California
$499K +$54K +750 +11%
FAIM
1029
Financial Advocates Investment Management
Washington
$498K +$28.8K +400 +6%
RFP
1030
Root Financial Partners
California
$498K +$15.1K +210 +3%
FFM
1031
Forum Financial Management
Illinois
$496K +$720 +10 +0.1%
CWAG
1032
Compton Wealth Advisory Group
Virginia
$493K -$227K -3,150 -30%
RIA
1033
Regal Investment Advisors
Michigan
$489K +$31.7K +440 +7%
OHWP
1034
Oak Harbor Wealth Partners
North Carolina
$489K +$518K +7,190 New
WA
1035
Waverly Advisors
Alabama
$488K +$10.1K +140 +2%
GIM
1036
Gold Investment Management
Alberta, Canada
$485K +$96.5K +1,340 +23%
AA
1037
Advisory Alpha
Michigan
$482K +$89.3K +1,240 +21%
MLA
1038
My Legacy Advisors
Oregon
$481K +$23.1K +320 +5%
KHCM
1039
Kirtland Hills Capital Management
Ohio
$480K +$89.3K +1,240 +20%
SI
1040
Seeds Investor
New York
$477K +$137K +1,900 +37%
IIM
1041
Intact Investment Management
Quebec, Canada
$476K -$1.01M -14,000 -67%
AIP
1042
Arrowpoint Investment Partners
Singapore
$476K +$504K +7,000 New
KP
1043
Keel Point
Alabama
$475K +$43.2K +600 +9%
MA
1044
Mezzasalma Advisors
New Jersey
$475K -$98K -1,360 -16%
GBT
1045
Grove Bank & Trust
Florida
$472K +$67.7K +940 +16%
MAM
1046
MWA Asset Management
Massachusetts
$472K +$19.4K +270 +4%
SAM
1047
SP Asset Management
California
$470K +$720 +10 +0.1%
OIS
1048
OneAscent Investment Solutions
Alabama
$469K +$497K +6,900 New
HNWA
1049
Henrickson Nauta Wealth Advisors
Michigan
$469K +$5.04K +70 +1%
QPW
1050
Quantum Private Wealth
Florida
$467K – – –
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