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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
1126
Versor Investments
New York
$486K -$263K -3,490 -39%
FHA
1127
First Horizon Advisors
Tennessee
$485K +$57.9K +770 +17%
EFG
1128
Elm3 Financial Group
Georgia
$483K +$9.03K +120 +2%
CCA
1129
Childress Capital Advisors
Texas
$482K +$32.4K +430 +9%
GSEP
1130
Golden State Equity Partners
California
$481K +$182K +2,420 +82%
JBA
1131
Johnson Bixby & Associates
Washington
$479K – – –
OIS
1132
OneAscent Investment Solutions
Alabama
$475K -$120K -1,600 -23%
TWM
1133
Trueblood Wealth Management
Ohio
$475K +$752 +10 +0.2%
GSIS
1134
Global Strategic Investment Solutions
Arizona
$475K – – –
PWPS
1135
Pinnacle Wealth Planning Services
Ohio
$471K -$25.6K -340 -6%
AI
1136
AdvisorShares Investments
Maryland
$469K -$94.8K -1,260 -19%
RS
1137
R Squared
Hong Kong
$467K +$392K +5,210 New
MWA
1138
Meridian Wealth Advisors
Texas
$466K – – –
RFO
1139
RiverGlades Family Offices
Florida
$466K +$18.8K +250 +5%
PPWP
1140
Premier Path Wealth Partners
New Jersey
$464K -$2.26K -30 -0.6%
OL
1141
Optas LLC
Texas
$460K +$8.28K +110 +2%
CPA
1142
Court Place Advisors
Maryland
$454K – – –
TWM
1143
TCFG Wealth Management
California
$453K -$26.3K -350 -6%
AA
1144
ALPS Advisors
Colorado
$453K +$4.51K +60 +1%
CC
1145
Courier Capital
New York
$451K – – –
TIA
1146
Tiemann Investment Advisors
California
$450K -$15K -200 -4%
FAFN
1147
First Affirmative Financial Network
Colorado
$449K +$31.6K +420 +9%
GCM
1148
GKV Capital Management
California
$448K -$339K -4,500 -47%
WCM
1149
Whitener Capital Management
North Carolina
$448K -$37.6K -500 -9%
CMAI
1150
Capital Management Associates Inc
Minnesota
$448K +$376K +5,000 New
44 45
46
47 48