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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1176
Aprio Wealth Management
Georgia
$939K +$159K +1,090 +21%
1WA
1177
180 Wealth Advisors
Washington
$936K -$17.6K -120 -2%
PWPS
1178
Pinnacle Wealth Planning Services
Ohio
$934K +$48.3K +330 +5%
SICM
1179
Sustainable Insight Capital Management
New York
$934K +$928K +6,340 New
QWP
1180
Quotient Wealth Partners
Texas
$930K -$54.1K -370 -6%
SI
1181
Sava Infond
Slovenia
$928K -$702K -4,800 -43%
DIM
1182
Delta Investment Management
California
$923K +$38K +260 +4%
IWA
1183
IBEX Wealth Advisors
New Jersey
$919K +$913K +6,240 New
HI
1184
Harbour Investments
Wisconsin
$918K +$186K +1,270 +26%
RIA
1185
Regal Investment Advisors
Michigan
$917K -$382K -2,610 -30%
LIM
1186
Leavell Investment Management
Alabama
$914K +$39.5K +270 +5%
EW
1187
Elyxium Wealth
California
$910K -$54.1K -370 -6%
HFS
1188
Hantz Financial Services
Michigan
$910K +$413K +2,820 +84%
TC
1189
TFR Capital
Texas
$906K +$7.32K +50 +0.8%
HNWA
1190
Henrickson Nauta Wealth Advisors
Michigan
$899K -$595K -4,070 -40%
LTL
1191
Lowery Thomas LLC
California
$897K -$293K -2,000 -25%
1M
1192
1248 Management
Missouri
$897K -$8.78K -60 -1%
SCP
1193
Silverleafe Capital Partners
Tennessee
$897K +$891K +6,090 New
TCM
1194
Telos Capital Management
California
$895K -$8.78K -60 -1%
DDC
1195
DF Dent & Co
Maryland
$892K +$887K +6,060 New
SSWM
1196
Smith Salley Wealth Management
North Carolina
$889K -$41K -280 -4%
KRS
1197
Kentucky Retirement Systems
Kentucky
$887K +$7.91M +54,040 +65%
KFP
1198
KMG Fiduciary Partners
Ohio
$885K – – –
AI
1199
AXS Investments
New York
$885K +$879K +6,010 New
CWA
1200
CJM Wealth Advisers
Virginia
$883K – – –
46 47
48
49 50