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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1101
Golden State Equity Partners
California
$633K +$46.6K +500 +9%
WAOTB
1102
Wealth Advisors of Tampa Bay
Florida
$628K +$543K +5,820 New
LIM
1103
Leavell Investment Management
Alabama
$627K +$10.3K +110 +2%
KNW
1104
Kesler Norman & Wride
Utah
$625K -$248K -2,660 -21%
KF
1105
Krilogy Financial
Missouri
$624K +$474K +5,080 New
SRL
1106
Scientech Research LLC
New Jersey
$622K +$1.87K +20 +0.3%
GKFF
1107
George Kaiser Family Foundation
Oklahoma
$621K – – –
PGCM
1108
Prescott Group Capital Management
Oklahoma
$621K – – –
MA
1109
Mezzasalma Advisors
New Jersey
$620K -$109K -1,170 -17%
SCM
1110
Sunbeam Capital Management
Georgia
$618K +$2.8K +30 +0.5%
PFBT
1111
Parkside Financial Bank & Trust
Missouri
$618K +$14K +150 +3%
DWM
1112
Drive Wealth Management
Utah
$617K +$4.67K +50 +0.9%
UAG
1113
United Advisor Group
Ohio
$615K -$98.9K -1,060 -16%
DIM
1114
Delta Investment Management
California
$615K +$3.73K +40 +0.7%
MWM
1115
Modern Wealth Management
Kansas
$613K +$104K +1,110 +24%
QIM
1116
Quantitative Investment Management
Virginia
$613K +$531K +5,690 New
KFGK
1117
Keystone Financial Group (Kentucky)
Kentucky
$612K -$18.7K -200 -3%
IWC
1118
Integrated Wealth Concepts
Massachusetts
$605K -$263K -2,820 -33%
SYBT
1119
Stock Yards Bank & Trust
Kentucky
$605K -$54.1K -580 -9%
NF
1120
Nikulski Financial
Iowa
$605K – – –
ATS
1121
Ashton Thomas Securities
New York
$604K +$279K +2,990 +115%
PTC
1122
Philadelphia Trust Company
Pennsylvania
$604K – – –
EFG
1123
Elm3 Financial Group
Georgia
$600K +$15.9K +170 +3%
SAI
1124
Savvy Advisors Inc
New York
$600K +$70.9K +760 +16%
FNB
1125
Farmers National Bank
Kentucky
$599K -$26.1K -280 -5%
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