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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1126
Tocqueville Asset Management
New York
$320K -$115K -1,790 -28%
BO
1127
Bank OZK
Arkansas
$319K +$29.5K +460 +11%
AA
1128
AlphaMark Advisors
Kentucky
$319K – – –
BAM
1129
Bellevue Asset Management
Washington
$318K +$642 +10 +0.2%
WA
1130
WBH Advisory
Maryland
$316K -$32.1K -500 -10%
CG
1131
Cynosure Group
Utah
$316K +$290K +4,520 New
PPWP
1132
Premier Path Wealth Partners
New Jersey
$316K +$1.93K +30 +0.7%
TIA
1133
Traphagen Investment Advisors
New Jersey
$315K +$642 +10 +0.2%
OPA
1134
Old Port Advisors
Maine
$312K -$642 -10 -0.2%
HAS
1135
HBW Advisory Services
California
$311K – – –
SI
1136
Seeds Investor
New York
$310K -$79.6K -1,240 -22%
CA
1137
Continuum Advisory
Idaho
$309K -$23.1K -360 -8%
KP
1138
Keel Point
Alabama
$309K -$1.28K -20 -0.4%
MCM
1139
MV Capital Management
Maryland
$309K -$37.2K -580 -12%
MCWA
1140
Meadow Creek Wealth Advisors
Georgia
$308K -$3.21K -50 -1%
MCM
1141
Mengis Capital Management
Oregon
$307K +$283K +4,400 New
QFA
1142
Quantum Financial Advisors
California
$306K -$642 -10 -0.2%
TPWA
1143
Twin Peaks Wealth Advisors
California
$305K -$11.6K -180 -4%
FFP
1144
FourThought Financial Partners
Florida
$305K -$121K -1,880 -30%
GRP
1145
Global Retirement Partners
California
$304K +$12.2K +190 +5%
ARC
1146
Advisor Resource Council
Texas
$303K +$335K +5,220 New
FP
1147
Foundry Partners
Minnesota
$302K – – –
MHIC
1148
Marble Harbor Investment Counsel
Massachusetts
$300K – – –
PCM
1149
Prelude Capital Management
New York
$300K -$296K -4,610 -52%
MPWT
1150
MassMutual Private Wealth & Trust
Connecticut
$299K +$28.9K +450 +12%
44 45
46
47 48