We are live on ! Find out more
KLAC icon

KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1151
LJI Wealth Management
Indiana
$447K – – –
GIA
1152
Gladstone Institutional Advisory
Florida
$445K +$19.6K +260 +6%
MAWA
1153
Moss Adams Wealth Advisors
Washington
$444K +$71.5K +950 +24%
RCA
1154
Resonant Capital Advisors
Wisconsin
$444K +$373K +4,960 New
T
1155
Transce3nd
Texas
$444K -$116K -1,540 -24%
BO
1156
Bank OZK
Arkansas
$441K +$28.6K +380 +8%
RAM
1157
Readystate Asset Management
Illinois
$440K +$369K +4,910 New
HPBT
1158
Hickory Point Bank & Trust
Illinois
$438K -$22.6K -300 -6%
OPA
1159
Old Port Advisors
Maine
$437K -$3.76K -50 -1%
AWM
1160
Aprio Wealth Management
Georgia
$433K -$68.5K -910 -16%
MPWT
1161
MassMutual Private Wealth & Trust
Connecticut
$433K -$83.5K -1,110 -19%
BFG
1162
Beacon Financial Group
Texas
$433K +$10.5K +140 +3%
CG
1163
Cynosure Group
Utah
$432K – – –
SAI
1164
Savvy Advisors Inc
New York
$430K +$361K +4,800 New
TW
1165
TritonPoint Wealth
Maryland
$426K -$17.3K -230 -5%
MCWA
1166
Meadow Creek Wealth Advisors
Georgia
$425K -$10.5K -140 -3%
LA
1167
LVW Advisors
New York
$425K +$42.1K +560 +13%
CG
1168
Curat Global
New Hampshire
$424K -$82.8K -1,100 -19%
AM
1169
AGF Management
Ontario, Canada
$423K +$2.26K +30 +0.6%
BEAM
1170
Baker Ellis Asset Management
Washington
$421K – – –
TA
1171
TruWealth Advisors
Louisiana
$420K – – –
DOA
1172
D'Orazio & Associates
Virginia
$418K -$21.1K -280 -6%
BFS
1173
Bradley Foster & Sargent
Connecticut
$418K +$351K +4,670 New
IWP
1174
Invenio Wealth Partners
Florida
$416K +$30.8K +410 +10%
SB
1175
Sunflower Bank
Texas
$413K +$60.2K +800 +21%
45 46
47
48 49