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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
1051
Henrickson Nauta Wealth Advisors
Michigan
$766K +$2.8K +30 +0.4%
EWM
1052
Evercore Wealth Management
New York
$766K – – –
TS
1053
Triglav Skladi
Slovenia
$755K +$653K +7,000 New
MMA
1054
Miracle Mile Advisors
California
$754K +$223K +2,390 +52%
SAM
1055
SP Asset Management
California
$749K +$1.87K +20 +0.3%
CSP
1056
Cary Street Partners
Virginia
$743K -$24.3K -260 -4%
QPW
1057
Quantum Private Wealth
Florida
$742K – – –
SI
1058
Seeds Investor
New York
$730K -$11.2K -120 -2%
PAS
1059
Parsonex Advisory Services
Colorado
$727K +$51.3K +550 +9%
UWS
1060
Unique Wealth Strategies
Illinois
$724K -$99.8K -1,070 -14%
CSPIA
1061
Cary Street Partners Investment Advisory
Virginia
$724K +$225K +2,410 +56%
ARMT
1062
Amica Retiree Medical Trust
Rhode Island
$721K -$63.4K -680 -9%
EW
1063
Elyxium Wealth
California
$717K -$6.53K -70 -1%
OIS
1064
OneAscent Investment Solutions
Alabama
$717K +$126K +1,350 +25%
PCA
1065
Pallas Capital Advisors
Massachusetts
$715K – – –
PIA
1066
Perennial Investment Advisors
California
$714K +$6.53K +70 +1%
NFP
1067
Narus Financial Partners
Utah
$710K – – –
MA
1068
MJP Associates
Connecticut
$707K -$124K -1,330 -17%
FAM
1069
Fairtree Asset Management
South Africa
$706K -$655K -7,020 -52%
1WA
1070
180 Wealth Advisors
Washington
$700K -$5.6K -60 -0.9%
AA
1071
Alta Advisers
United Kingdom
$696K – – –
FFA
1072
Fragasso Financial Advisors
Pennsylvania
$695K +$15.9K +170 +3%
ERWM
1073
Elk River Wealth Management
Colorado
$695K – – –
AIA
1074
Affinity Investment Advisors
California
$681K – – –
CA
1075
Continuum Advisory
Idaho
$680K +$78.4K +840 +15%
41 42
43
44 45