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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1176
Bellevue Asset Management
Washington
$287K – – –
EFG
1177
Ethos Financial Group
Pennsylvania
$287K -$21.6K -320 -7%
CC
1178
Centiva Capital
New York
$287K -$3.8M -56,290 -93%
SF
1179
Summit Financial
New Jersey
$287K -$7.43K -110 -2%
BHWM
1180
Bar Harbor Wealth Management
New Hampshire
$287K – – –
OR
1181
Olympiad Research
Connecticut
$286K -$389K -5,750 -56%
SLWA
1182
San Luis Wealth Advisors
California
$286K +$676 +10 +0.2%
TIA
1183
Traphagen Investment Advisors
New Jersey
$284K – – –
EW
1184
Evoke Wealth
California
$282K -$1.35K -20 -0.4%
AC
1185
ASB Consultores
Florida
$281K -$24.3K -360 -7%
AA
1186
Alta Advisers
United Kingdom
$280K +$30.4K +450 +11%
BFG
1187
Beacon Financial Group
Texas
$280K -$31.8K -470 -10%
FWA
1188
FSM Wealth Advisors
Ohio
$277K +$29.1K +430 +13%
SAG
1189
SageView Advisory Group
California
$276K +$295K +4,370 New
IWP
1190
Invenio Wealth Partners
Florida
$275K +$6.08K +90 +2%
PPWP
1191
Premier Path Wealth Partners
New Jersey
$274K -$51.4K -760 -15%
FSA
1192
Franklin Street Advisors
North Carolina
$273K -$6.76K -100 -2%
QFA
1193
Quantum Financial Advisors
California
$273K – – –
SFA
1194
Souders Financial Advisors
Ohio
$272K +$12.2K +180 +4%
WWM
1195
Wolff Wiese Magana
California
$272K -$8.79K -130 -3%
UPS
1196
UHLMANN PRICE SECURITIES
Illinois
$271K +$676 +10 +0.2%
CCG
1197
Catalina Capital Group
California
$270K -$22.3K -330 -7%
AAMC
1198
Asset Allocation & Management Company
Illinois
$268K +$288K +4,260 New
EAM
1199
Empirical Asset Management
Massachusetts
$268K +$287K +4,250 New
CH
1200
Cromwell Holdings
Wyoming
$268K +$8.11K +120 +3%
46 47
48
49 50