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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1026
Kornitzer Capital Management
Kansas
$685K – – –
AFS
1027
Access Financial Services
Minnesota
$683K +$574K +7,630 New
ACM
1028
Aster Capital Management
United Arab Emirates
$683K +$573K +7,620 New
IA
1029
Inspire Advisors
Idaho
$681K +$573K +7,610 New
WA
1030
Waverly Advisors
Alabama
$678K +$29.3K +390 +5%
LSA
1031
Leonteq Securities AG
Switzerland
$677K -$2.79M -37,060 -83%
CMS
1032
Capital Market Strategies
Florida
$676K +$14.3K +190 +3%
KP
1033
Keel Point
Alabama
$675K +$41.4K +550 +8%
AWM
1034
Axxcess Wealth Management
California
$674K +$566K +7,520 New
RFP
1035
Root Financial Partners
California
$673K +$14.3K +190 +3%
GS
1036
GTS Securities
Florida
$671K -$731K -9,720 -56%
FCA
1037
FLC Capital Advisors
California
$669K – – –
KCM
1038
Kathmere Capital Management
Pennsylvania
$667K -$76.7K -1,020 -12%
MAM
1039
MWA Asset Management
Massachusetts
$666K +$36.9K +490 +7%
PVI
1040
Pine Valley Investments
New Jersey
$665K +$752 +10 +0.1%
VPI
1041
Value Partners Investments
Manitoba, Canada
$664K +$97K +1,290 +21%
RF
1042
Rossby Financial
Florida
$664K -$13.5K -180 -2%
EWS
1043
Evergreen Wealth Solutions
Pennsylvania
$664K -$58.7K -780 -10%
HA
1044
Herold Advisors
New York
$661K -$230K -3,060 -29%
ARMT
1045
Amica Retiree Medical Trust
Rhode Island
$659K – – –
SC
1046
Soundwatch Capital
Connecticut
$657K +$793K +10,540 New
BPC
1047
Bryce Point Capital
New York
$656K +$551K +7,320 New
NPT
1048
Nixon Peabody Trust
Massachusetts
$652K -$44.4K -590 -7%
CWAG
1049
Compton Wealth Advisory Group
Virginia
$649K – – –
CIEC
1050
Crédit Industriel et Commercial
France
$646K +$542K +7,210 New
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42
43 44