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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1151
Childress Capital Advisors
Texas
$337K +$11.5K +160 +3%
M
1152
MOTCO
Texas
$337K -$70.6K -980 -17%
RFO
1153
RiverGlades Family Offices
Florida
$337K – – –
DOA
1154
D'Orazio & Associates
Virginia
$337K +$720 +10 +0.2%
OPA
1155
Old Port Advisors
Maine
$335K +$2.16K +30 +0.6%
TPI
1156
Trust Point Inc
Wisconsin
$333K -$218K -3,030 -38%
SEIA
1157
Signature Estate & Investment Advisors
California
$332K -$46.8K -650 -12%
MCWA
1158
Meadow Creek Wealth Advisors
Georgia
$332K +$15.1K +210 +4%
WI
1159
WBI Investments
New Jersey
$330K -$872K -12,110 -71%
CG
1160
Cynosure Group
Utah
$328K +$3.6K +50 +1%
APP
1161
Avantax Planning Partners
Iowa
$327K -$64.1K -890 -16%
CPIG
1162
Chicago Partners Investment Group
Illinois
$326K +$339K +4,700 New
MMA
1163
Miracle Mile Advisors
California
$324K +$52.6K +730 +18%
GIA
1164
Gladstone Institutional Advisory
Florida
$320K +$67.7K +940 +25%
BEAM
1165
Baker Ellis Asset Management
Washington
$320K – – –
TA
1166
TruWealth Advisors
Louisiana
$319K – – –
AM
1167
AGF Management
Ontario, Canada
$319K -$728K -10,100 -68%
BFG
1168
Beacon Financial Group
Texas
$319K +$18K +250 +6%
FHA
1169
First Horizon Advisors
Tennessee
$316K -$3.6K -50 -1%
HCM
1170
Howland Capital Management
Massachusetts
$315K -$38.9K -540 -10%
EW
1171
Evoke Wealth
California
$315K +$12.2K +170 +4%
FAFN
1172
First Affirmative Financial Network
Colorado
$313K +$29.5K +410 +10%
PTC
1173
Petrus Trust Company
Texas
$313K -$254K -3,530 -43%
SIA
1174
SeaBridge Investment Advisors
New Jersey
$312K – – –
FPAS
1175
Focus Partners Advisor Solutions
Missouri
$311K +$330K +4,580 New
45 46
47
48 49