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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1101
Clearstead Advisors
Ohio
$198K +$57.1K +1,190 +38%
GRP
1102
Global Retirement Partners
California
$197K +$11K +230 +6%
SCM
1103
Silvant Capital Management
Georgia
$194K – – –
FAM
1104
Flaharty Asset Management
Florida
$185K +$194K +4,040 New
AA
1105
Alta Advisers
United Kingdom
$183K – – –
GA
1106
GoalVest Advisory
New York
$183K +$62.8K +1,310 +49%
WOC
1107
West Oak Capital
California
$183K – – –
MPWT
1108
MassMutual Private Wealth & Trust
Connecticut
$182K +$80.6K +1,680 +73%
PWMG
1109
Prestige Wealth Management Group
New Jersey
$173K +$1.92K +40 +1%
UCB
1110
United Community Bank
South Carolina
$170K -$32.6K -680 -16%
GJIA
1111
Glass Jacobson Investment Advisors
Maryland
$158K +$14.4K +300 +10%
SS
1112
Sunbelt Securities
Texas
$155K -$15.3K -320 -9%
CAL
1113
Capital Analysts LLC
Pennsylvania
$142K +$19.7K +410 +15%
BWAM
1114
Boyd Watterson Asset Management
Ohio
$142K -$1.44K -30 -1%
KFS
1115
Kelly Financial Services
Massachusetts
$139K – – –
MA
1116
Montag & Associates
Georgia
$137K – – –
MA
1117
MCF Advisors
Kentucky
$130K -$2.88K -60 -2%
HI
1118
Harbour Investments
Wisconsin
$126K +$13.9K +290 +12%
BAAM
1119
Baker Avenue Asset Management
California
$125K – – –
PGAM
1120
Princeton Global Asset Management
New Jersey
$119K – – –
VCM
1121
Versant Capital Management
Arizona
$119K – – –
EDRH
1122
Edmond de Rothschild Holding
Switzerland
$116K -$8.63K -180 -7%
NIMI
1123
Natixis Investment Managers International
France
$115K -$66.2K -1,380 -35%
DAC
1124
Dividend Assets Capital
South Carolina
$115K – – –
FFA
1125
Farther Finance Advisors
California
$109K +$11K +230 +11%
43 44
45
46 47