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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1151
Aprio Wealth Management
Georgia
$554K +$28K +300 +6%
MAM
1152
Milestone Asset Management
Pennsylvania
$552K +$478K +5,120 New
CPC
1153
Cookson Peirce & Co
Pennsylvania
$549K +$215K +2,300 +82%
CPA
1154
Court Place Advisors
Maryland
$547K – – –
MAWA
1155
Moss Adams Wealth Advisors
Washington
$543K +$6.53K +70 +1%
CC
1156
Courier Capital
New York
$543K – – –
DMBA
1157
Deseret Mutual Benefit Administrators
Utah
$543K +$44.8K +480 +11%
AWM
1158
Ariadne Wealth Management
California
$543K +$119K +1,280 +38%
CCMT
1159
CMT Capital Markets Trading
Germany
$541K -$394K -4,220 -46%
TPWA
1160
Twin Peaks Wealth Advisors
California
$541K -$23.3K -250 -5%
RCA
1161
Resonant Capital Advisors
Wisconsin
$540K +$4.67K +50 +1%
CMAI
1162
Capital Management Associates Inc
Minnesota
$539K – – –
GCM
1163
GKV Capital Management
California
$539K – – –
WCM
1164
Whitener Capital Management
North Carolina
$539K – – –
TPI
1165
Trust Point Inc
Wisconsin
$536K -$258K -2,770 -36%
CBA
1166
Coastal Bridge Advisors
Connecticut
$536K -$86.8K -930 -16%
ZIM
1167
Zacks Investment Management
Illinois
$535K +$94.2K +1,010 +26%
FAFN
1168
First Affirmative Financial Network
Colorado
$535K -$5.6K -60 -1%
TW
1169
TritonPoint Wealth
Maryland
$526K +$11.2K +120 +3%
FCBT
1170
First Citizens Bank & Trust
North Carolina
$524K +$60.6K +650 +15%
KDA
1171
Kraft Davis & Associates
Missouri
$522K +$87.7K +940 +26%
TIA
1172
Tiemann Investment Advisors
California
$520K -$18.7K -200 -4%
MPWT
1173
MassMutual Private Wealth & Trust
Connecticut
$520K -$933 -10 -0.2%
CG
1174
Cynosure Group
Utah
$520K – – –
MCWA
1175
Meadow Creek Wealth Advisors
Georgia
$520K -$933 -10 -0.2%
45 46
47
48 49