We are live on ! Find out more
KLAC icon

KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1101
Centaurus Financial
California
$854K +$110K +940 +15%
CA
1102
Continuum Advisory
Idaho
$847K +$78.6K +670 +11%
SAM
1103
SP Asset Management
California
$845K +$1.17K +10 +0.1%
PCA
1104
Pallas Capital Advisors
Massachusetts
$844K +$37.5K +320 +5%
CFAM
1105
Center For Asset Management
Florida
$838K -$97.4K -830 -11%
SI
1106
Seeds Investor
New York
$837K +$14.1K +120 +2%
EIP
1107
Essential Investment Partners
Colorado
$836K +$807K +6,880 New
QPW
1108
Quantum Private Wealth
Florida
$835K – – –
FWA
1109
FSM Wealth Advisors
Ohio
$823K +$459K +3,910 +137%
EFG
1110
Ethos Financial Group
Pennsylvania
$821K -$718K -6,120 -48%
YCG
1111
Yeomans Consulting Group
Georgia
$820K +$792K +6,750 New
JSAM
1112
J. Safra Asset Management
New York
$814K +$786K +6,700 New
QWP
1113
Quotient Wealth Partners
Texas
$813K -$98.5K -840 -11%
CSP
1114
Cary Street Partners
Virginia
$811K -$25.8K -220 -3%
LAM
1115
L2 Asset Management
Massachusetts
$806K +$50.4K +430 +7%
PIA
1116
Perennial Investment Advisors
California
$805K +$1.17K +10 +0.2%
CPC
1117
Cookson Peirce & Co
Pennsylvania
$803K +$178K +1,520 +30%
SIS
1118
Sound Income Strategies
Florida
$803K +$245K +2,090 +69%
CFM
1119
Catalyst Funds Management
Australia
$802K +$774K +6,600 New
OIS
1120
OneAscent Investment Solutions
Alabama
$800K -$8.21K -70 -1%
NFP
1121
Narus Financial Partners
Utah
$800K – – –
CSPIA
1122
Cary Street Partners Investment Advisory
Virginia
$798K -$17.6K -150 -2%
MWA
1123
MFA Wealth Advisors
Pennsylvania
$797K -$133K -1,130 -15%
EW
1124
Elyxium Wealth
California
$796K -$11.7K -100 -2%
QP
1125
Quartz Partners
New York
$796K -$226K -1,930 -23%
43 44
45
46 47