We are live on ! Find out more
KLAC icon

KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
1151
Providence First Trust
Arizona
$1.01M +$1.01M +6,890 New
FAM
1152
Fairtree Asset Management
South Africa
$1.01M -$407K -2,780 -29%
AIC
1153
Argus Investors Counsel
New York
$1.01M -$117K -800 -10%
MAM
1154
MWA Asset Management
Massachusetts
$1.01M -$49.7K -340 -5%
EWM
1155
Evercore Wealth Management
New York
$1M -$43.9K -300 -4%
CSPIA
1156
Cary Street Partners Investment Advisory
Virginia
$999K +$32.2K +220 +3%
APA
1157
Astoria Portfolio Advisors
New York
$993K -$17.6K -120 -2%
FAM
1158
Fulcrum Asset Management
United Kingdom
$993K +$10.2K +70 +1%
CFAM
1159
Center For Asset Management
Florida
$992K -$23.4K -160 -2%
SAM
1160
SP Asset Management
California
$990K -$35.1K -240 -3%
JSAM
1161
J. Safra Asset Management
New York
$987K – – –
PWG
1162
Portside Wealth Group
Utah
$985K +$174K +1,190 +22%
DE
1163
Diversified Enterprises
Delaware
$985K +$80.5K +550 +9%
OIS
1164
OneAscent Investment Solutions
Alabama
$981K +$11.7K +80 +1%
MWA
1165
MFA Wealth Advisors
Pennsylvania
$979K +$13.2K +90 +1%
WF
1166
WinCap Financial
Massachusetts
$973K +$46.8K +320 +5%
FFA
1167
Fortune Financial Advisors
Kansas
$972K +$966K +6,600 New
NFP
1168
Narus Financial Partners
Utah
$969K – – –
CSP
1169
Cary Street Partners
Virginia
$966K -$16.1K -110 -2%
BRWA
1170
B. Riley Wealth Advisors
Florida
$962K -$1.38M -9,440 -58%
TVPW
1171
Third View Private Wealth
Connecticut
$961K – – –
BWM
1172
Braeburn Wealth Management
Michigan
$957K +$951K +6,500 New
ZI
1173
ZEGA Investments
Florida
$953K -$443K -3,030 -32%
FCA
1174
FLC Capital Advisors
California
$953K -$117K -800 -11%
SFC
1175
SYM Financial Corp
Indiana
$951K +$52.7K +360 +6%
45 46
47
48 49