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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
1051
Range Financial Group
Oregon
$1.01M -$62.2K -530 -6%
CT
1052
Caldwell Trust
Florida
$1.01M +$1.17K +10 +0.1%
ST
1053
Smithfield Trust
Pennsylvania
$1.01M -$24.6K -210 -2%
LJAC
1054
L.J. Altfest & Co
New York
$1.01M -$3.52K -30 -0.4%
PI
1055
PFG Investments
New York
$1M – – –
NWAG
1056
Net Worth Advisory Group
Utah
$1,000K -$563K -4,800 -37%
VA
1057
Valmark Advisers
Ohio
$998K -$7.04K -60 -0.7%
KP
1058
Keel Point
Alabama
$990K +$92.7K +790 +11%
CFP
1059
Catalyst Financial Partners
Massachusetts
$989K +$29.3K +250 +3%
WAP
1060
Wealthcare Advisory Partners
Pennsylvania
$984K -$12.9K -110 -1%
LTL
1061
Lowery Thomas LLC
California
$983K -$117K -1,000 -11%
LFG
1062
Larson Financial Group
Missouri
$981K +$95K +810 +11%
CCA
1063
Catalyst Capital Advisors
New York
$976K -$215K -1,830 -19%
AOWM
1064
Alpha Omega Wealth Management
Virginia
$974K -$18.8K -160 -2%
NRC
1065
New Republic Capital
North Carolina
$970K +$418K +3,560 +80%
RSWM
1066
Robertson Stephens Wealth Management
California
$968K +$934K +7,960 New
RFP
1067
Root Financial Partners
California
$967K +$11.7K +100 +1%
KCM
1068
Kathmere Capital Management
Pennsylvania
$959K +$1.17K +10 +0.1%
SVWAG
1069
Sound View Wealth Advisors Group
Georgia
$958K -$104K -890 -10%
SAI
1070
Savvy Advisors Inc
New York
$951K +$266K +2,270 +41%
PAS
1071
Parsonex Advisory Services
Colorado
$950K +$127K +1,080 +16%
A
1072
AlphaQuest
New York
$948K +$215K +1,830 +31%
IIM
1073
Invariant Investment Management
Pennsylvania
$943K +$791K +6,740 New
CNBT
1074
Canandaigua National Bank & Trust
New York
$937K -$76.2K -650 -8%
LI
1075
Louisbourg Investments
New Brunswick, Canada
$935K -$974K -8,300 -49%
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