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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1051
Ameritas Advisory Services
Nebraska
$441K +$160K +2,370 +51%
PVI
1052
Pine Valley Investments
New Jersey
$439K +$31.8K +470 +7%
FAIM
1053
Financial Advocates Investment Management
Washington
$437K +$64.9K +960 +16%
SAM
1054
SP Asset Management
California
$435K +$1.35K +20 +0.3%
QPW
1055
Quantum Private Wealth
Florida
$433K -$69.6K -1,030 -13%
RIA
1056
Regal Investment Advisors
Michigan
$425K -$75K -1,110 -14%
T
1057
Transce3nd
Texas
$423K +$445K +6,590 New
MAM
1058
Martingale Asset Management
Massachusetts
$421K -$2.51M -37,160 -85%
MAM
1059
MWA Asset Management
Massachusetts
$420K +$16.2K +240 +4%
FFA
1060
Florida Financial Advisors
Florida
$419K +$62.9K +930 +16%
RFG
1061
Range Financial Group
Oregon
$416K +$74.3K +1,100 +20%
PIA
1062
Perennial Investment Advisors
California
$415K +$31.1K +460 +8%
CMF
1063
Counterpoint Mutual Funds
California
$415K +$249K +3,680 +126%
NFP
1064
Narus Financial Partners
Utah
$415K – – –
BWG
1065
Beta Wealth Group
California
$415K +$111K +1,640 +33%
WF
1066
Whelan Financial
California
$412K +$442K +6,540 New
ERWM
1067
Elk River Wealth Management
Colorado
$409K – – –
BAAM
1068
Baker Avenue Asset Management
California
$406K -$16.9K -250 -4%
SF
1069
Symphony Financial
Texas
$403K +$355K +5,250 New
KP
1070
Keel Point
Alabama
$403K +$87.2K +1,290 +25%
KHCM
1071
Kirtland Hills Capital Management
Ohio
$399K +$186K +2,750 +77%
SAM
1072
Strategy Asset Managers
California
$398K -$289K -4,270 -40%
DIM
1073
Delta Investment Management
California
$396K +$88.5K +1,310 +26%
BMA
1074
Brooks Moore & Associates
Tennessee
$394K – – –
JIC
1075
Joel Isaacson & Co
New York
$393K +$68.9K +1,020 +20%
41 42
43
44 45