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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1151
MWA Asset Management
Massachusetts
$1.01M -$49.7K -340 -5%
EWM
1152
Evercore Wealth Management
New York
$1M -$43.9K -300 -4%
CSPIA
1153
Cary Street Partners Investment Advisory
Virginia
$999K +$32.2K +220 +3%
APA
1154
Astoria Portfolio Advisors
New York
$993K -$17.6K -120 -2%
FAM
1155
Fulcrum Asset Management
United Kingdom
$993K +$10.2K +70 +1%
CFAM
1156
Center For Asset Management
Florida
$992K -$23.4K -160 -2%
SAM
1157
SP Asset Management
California
$990K -$35.1K -240 -3%
JSAM
1158
J. Safra Asset Management
New York
$987K – – –
PWG
1159
Portside Wealth Group
Utah
$985K +$174K +1,190 +22%
DE
1160
Diversified Enterprises
Delaware
$985K +$80.5K +550 +9%
OIS
1161
OneAscent Investment Solutions
Alabama
$981K +$11.7K +80 +1%
MWA
1162
MFA Wealth Advisors
Pennsylvania
$979K +$13.2K +90 +1%
WF
1163
WinCap Financial
Massachusetts
$973K +$46.8K +320 +5%
FFA
1164
Fortune Financial Advisors
Kansas
$972K +$966K +6,600 New
NFP
1165
Narus Financial Partners
Utah
$969K – – –
CSP
1166
Cary Street Partners
Virginia
$966K -$16.1K -110 -2%
BRWA
1167
B. Riley Wealth Advisors
Florida
$962K -$1.38M -9,440 -58%
TVPW
1168
Third View Private Wealth
Connecticut
$961K – – –
BWM
1169
Braeburn Wealth Management
Michigan
$957K +$951K +6,500 New
ZI
1170
ZEGA Investments
Florida
$953K -$443K -3,030 -32%
FCA
1171
FLC Capital Advisors
California
$953K -$117K -800 -11%
SFC
1172
SYM Financial Corp
Indiana
$951K +$52.7K +360 +6%
ERWM
1173
Elk River Wealth Management
Colorado
$948K – – –
CFG
1174
Cooper Financial Group
California
$940K +$224K +1,530 +32%
CF
1175
Centaurus Financial
California
$940K -$95.1K -650 -9%
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