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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
1126
Legacy Capital Group California
California
$598K +$517K +5,540 New
FFA
1127
Florida Financial Advisors
Florida
$595K -$87.7K -940 -15%
I
1128
InceptionR
California
$589K +$509K +5,460 New
ABC
1129
Associated Banc-Corp
Wisconsin
$589K – – –
SWM
1130
Shelton Wealth Management
Texas
$588K -$16.8K -180 -3%
LGA
1131
Lebenthal Global Advisors
New York
$588K +$146K +1,560 +40%
APA
1132
Astoria Portfolio Advisors
New York
$581K +$510K +5,470 New
LSA
1133
Leonteq Securities AG
Switzerland
$578K -$205K -2,200 -29%
LA
1134
LVW Advisors
New York
$578K +$57.8K +620 +13%
JBA
1135
Johnson Bixby & Associates
Washington
$577K – – –
TWM
1136
Trueblood Wealth Management
Ohio
$573K +$933 +10 +0.2%
GSIS
1137
Global Strategic Investment Solutions
Arizona
$572K – – –
AIM
1138
Advyzon Investment Management
Illinois
$571K +$284K +3,040 +135%
MWA
1139
Meridian Wealth Advisors
Texas
$568K +$6.53K +70 +1%
OL
1140
Optas LLC
Texas
$567K +$11.2K +120 +2%
BMA
1141
Brooks Moore & Associates
Tennessee
$566K -$93.3K -1,000 -16%
PWPS
1142
Pinnacle Wealth Planning Services
Ohio
$564K -$2.8K -30 -0.6%
CFG
1143
Cooper Financial Group
California
$562K -$716K -7,670 -60%
FCM
1144
Fieldview Capital Management
Michigan
$561K -$979K -10,490 -67%
RFO
1145
RiverGlades Family Offices
Florida
$561K – – –
PPWP
1146
Premier Path Wealth Partners
New Jersey
$558K – – –
AI
1147
AdvisorShares Investments
Maryland
$558K -$6.53K -70 -1%
CCC
1148
Chesapeake Capital Corp
Florida
$558K +$482K +5,170 New
BO
1149
Bank OZK
Arkansas
$557K +$22.4K +240 +5%
ECM
1150
Eisler Capital Management
United Kingdom
$555K -$506K -5,420 -51%
44 45
46
47 48