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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1051
Forza Wealth Management
Florida
$209K +$180K +4,300 New
LIM
1052
Leavell Investment Management
Alabama
$208K +$179K +4,280 New
BFG
1053
Berger Financial Group
Minnesota
$207K +$178K +4,270 New
DOA
1054
D'Orazio & Associates
Virginia
$207K +$178K +4,260 New
GIA
1055
Guyasuta Investment Advisors
Pennsylvania
$206K +$178K +4,250 New
SCM
1056
Silvant Capital Management
Georgia
$206K – – –
DBT
1057
Dubuque Bank & Trust
Iowa
$202K +$174K +4,160 New
GRP
1058
Global Retirement Partners
California
$196K -$2.09K -50 -1%
AA
1059
Alta Advisers
United Kingdom
$194K – – –
WOC
1060
West Oak Capital
California
$194K – – –
NIMI
1061
Natixis Investment Managers International
France
$189K -$37.6K -900 -19%
AAP
1062
Arax Advisory Partners
Colorado
$186K -$7.52K -180 -4%
PWMG
1063
Prestige Wealth Management Group
New Jersey
$181K -$10.9K -260 -7%
SS
1064
Sunbelt Securities
Texas
$180K +$17.5K +420 +13%
RA
1065
Rational Advisors
New York
$156K +$135K +3,220 New
GJIA
1066
Glass Jacobson Investment Advisors
Maryland
$152K +$131K +3,140 New
CA
1067
Clearstead Advisors
Ohio
$151K -$1.25K -30 -1%
BWAM
1068
Boyd Watterson Asset Management
Ohio
$151K – – –
KFS
1069
Kelly Financial Services
Massachusetts
$147K – – –
MA
1070
Montag & Associates
Georgia
$145K – – –
MA
1071
MCF Advisors
Kentucky
$141K +$46.4K +1,110 +62%
IUHSA
1072
Itau Unibanco Holding S.A.
Brazil
$138K +$119K +2,840 New
BAAM
1073
Baker Avenue Asset Management
California
$132K -$18K -430 -14%
EDRH
1074
Edmond de Rothschild Holding
Switzerland
$131K +$22.6K +540 +25%
GA
1075
GoalVest Advisory
New York
$130K +$112K +2,690 New
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