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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1051
Argus Investors Counsel
New York
$645K -$37.6K -500 -6%
CSP
1052
Cary Street Partners
Virginia
$641K -$156K -2,070 -22%
RI
1053
Ridgewood Investments
New Jersey
$638K +$108K +1,430 +25%
EWM
1054
Evercore Wealth Management
New York
$636K -$24.1K -320 -4%
GBT
1055
Grove Bank & Trust
Florida
$636K +$11.3K +150 +2%
HNWA
1056
Henrickson Nauta Wealth Advisors
Michigan
$634K -$4.51K -60 -0.8%
SAM
1057
SP Asset Management
California
$621K +$1.5K +20 +0.3%
MA
1058
Mezzasalma Advisors
New Jersey
$620K -$5.27K -70 -1%
SI
1059
Seeds Investor
New York
$617K -$9.03K -120 -2%
QPW
1060
Quantum Private Wealth
Florida
$616K – – –
UAG
1061
United Advisor Group
Ohio
$606K +$509K +6,760 New
EW
1062
Elyxium Wealth
California
$602K +$16.6K +220 +3%
PCA
1063
Pallas Capital Advisors
Massachusetts
$594K +$499K +6,630 New
NFP
1064
Narus Financial Partners
Utah
$589K – – –
PIA
1065
Perennial Investment Advisors
California
$587K -$59.4K -790 -11%
1WA
1066
180 Wealth Advisors
Washington
$587K -$22.6K -300 -4%
AA
1067
Alta Advisers
United Kingdom
$578K – – –
ERWM
1068
Elk River Wealth Management
Colorado
$577K – – –
FFA
1069
Florida Financial Advisors
Florida
$577K +$60.2K +800 +14%
PCP
1070
Proficio Capital Partners
Massachusetts
$571K +$41.4K +550 +9%
NWMG
1071
National Wealth Management Group
Ohio
$570K +$478K +6,360 New
AAS
1072
Annex Advisory Services
Wisconsin
$569K -$37.6K -500 -7%
AIA
1073
Affinity Investment Advisors
California
$565K – – –
TCM
1074
Telos Capital Management
California
$563K +$12.8K +170 +3%
CFAM
1075
Center For Asset Management
Florida
$559K +$11.3K +150 +2%
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