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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1201
DF Dent & Co
Maryland
$1.83M – – –
AOWM
1202
Alpha Omega Wealth Management
Virginia
$1.83M -$196K -985 -14%
VWM
1203
Valley Wealth Managers
New Jersey
$1.82M -$378K -1,904 -24%
TCM
1204
Telos Capital Management
California
$1.82M -$8.93K -45 -0.7%
SSWM
1205
Smith Salley Wealth Management
North Carolina
$1.82M -$2.58K -13 -0.2%
QWP
1206
Quotient Wealth Partners
Texas
$1.82M -$58.6K -295 -5%
CWA
1207
CJM Wealth Advisers
Virginia
$1.81M – – –
PCP
1208
Proficio Capital Partners
Massachusetts
$1.81M +$1.19M +5,988 New
DWM
1209
Drive Wealth Management
Utah
$1.8M +$21.2K +107 +2%
PCA
1210
Pallas Capital Advisors
Massachusetts
$1.8M +$8.73K +44 +0.7%
WAS
1211
Winch Advisory Services
Wisconsin
$1.79M +$1.99K +10 +0.2%
JIC
1212
Joel Isaacson & Co
New York
$1.78M – – –
KP
1213
Keel Point
Alabama
$1.78M +$126K +635 +12%
SCM
1214
Sunbeam Capital Management
Georgia
$1.77M +$6.55K +33 +0.6%
TI
1215
TTP Investments
California
$1.77M +$397 +2 +0%
NRC
1216
New Republic Capital
North Carolina
$1.77M +$160K +804 +16%
CSPIA
1217
Cary Street Partners Investment Advisory
Virginia
$1.76M -$191K -961 -14%
VR
1218
Vision Retirement
New Jersey
$1.76M +$231K +1,164 +25%
BWA
1219
Basecamp Wealth Advisors
Washington
$1.75M +$11.7K +59 +1%
FISPB
1220
Fideuram - Intesa Sanpaolo Private Banking
$1.75M +$519K +2,615 +82%
CCA
1221
Catalyst Capital Advisors
New York
$1.73M -$454K -2,285 -28%
CWM
1222
Centric Wealth Management
Illinois
$1.73M -$1.8M -9,063 -90%
CCC
1223
Chesapeake Capital Corp
Florida
$1.71M +$99.7K +502 +10%
WC
1224
Waterloo Capital
Texas
$1.7M +$90.5K +456 +9%
EH
1225
Equitable Holdings
New York
$1.7M -$149K -750 -12%
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