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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
1076
Brooks Moore & Associates
Tennessee
$425K – – –
VPI
1077
Value Partners Investments
Manitoba, Canada
$417K +$265K +3,680 +150%
TCM
1078
Telos Capital Management
California
$416K +$1.44K +20 +0.3%
KAM
1079
Karani Asset Management
New York
$415K +$439K +6,100 New
CWA
1080
CJM Wealth Advisers
Virginia
$408K – – –
CAM
1081
Costello Asset Management
Pennsylvania
$408K +$432K +6,000 New
KFP
1082
KMG Fiduciary Partners
Ohio
$408K +$432K +6,000 New
MPWT
1083
MassMutual Private Wealth & Trust
Connecticut
$404K +$164K +2,280 +62%
WAS
1084
Winch Advisory Services
Wisconsin
$402K – – –
3IP
1085
3Chopt Investment Partners
Virginia
$402K +$426K +5,910 New
JIC
1086
Joel Isaacson & Co
New York
$401K -$23.8K -330 -5%
TC
1087
TFR Capital
Texas
$400K +$424K +5,880 New
KFGK
1088
Keystone Financial Group (Kentucky)
Kentucky
$399K +$2.88K +40 +0.7%
CG
1089
Curat Global
New Hampshire
$396K +$420K +5,830 New
PCP
1090
Proficio Capital Partners
Massachusetts
$396K +$28.1K +390 +7%
CF
1091
Centaurus Financial
California
$395K +$10.1K +140 +2%
PFS
1092
Prospera Financial Services
Texas
$395K +$114K +1,580 +38%
CC
1093
Callan Capital
California
$392K +$137K +1,900 +49%
AWM
1094
Aprio Wealth Management
Georgia
$391K +$70.6K +980 +21%
EH
1095
Equitable Holdings
New York
$390K -$720 -10 -0.2%
OWA
1096
Outlook Wealth Advisors
Texas
$388K +$5.76K +80 +1%
LAM
1097
L2 Asset Management
Massachusetts
$387K -$144K -2,000 -26%
AWM
1098
Ariadne Wealth Management
California
$387K +$24.5K +340 +7%
RI
1099
Ridgewood Investments
New Jersey
$387K +$56.2K +780 +16%
SCM
1100
Sunbeam Capital Management
Georgia
$386K +$1.44K +20 +0.4%
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44
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