We are live on ! Find out more
KLAC icon

KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
UPS
1201
UHLMANN PRICE SECURITIES
Illinois
$333K +$337K +4,300 New
IWP
1202
Invenio Wealth Partners
Florida
$331K +$40.8K +520 +14%
FCBT
1203
First Citizens Bank & Trust
North Carolina
$329K -$6.28K -80 -2%
KWM
1204
Kolinsky Wealth Management
New Jersey
$329K +$13.3K +170 +4%
SCM
1205
Silvant Capital Management
Georgia
$328K – – –
MGIA
1206
Moneta Group Investment Advisors
Missouri
$324K +$19.6K +250 +6%
PCS
1207
Personal CFO Solutions
New Jersey
$323K -$1.57K -20 -0.5%
HB
1208
HTLF Bank
Colorado
$321K – – –
SFA
1209
Souders Financial Advisors
Ohio
$320K +$3.92K +50 +1%
CH
1210
Cromwell Holdings
Wyoming
$320K – – –
BFG
1211
Berger Financial Group
Minnesota
$320K +$1.57K +20 +0.5%
SC
1212
Sierra Capital
Florida
$317K +$26.7K +340 +9%
CC
1213
Callan Capital
California
$317K +$77.7K +990 +32%
CWM
1214
Centurion Wealth Management
Virginia
$315K +$319K +4,070 New
MHIC
1215
Marble Harbor Investment Counsel
Massachusetts
$314K -$19.6K -250 -6%
AA
1216
Alta Advisers
United Kingdom
$310K – – –
WIA
1217
World Investment Advisors
California
$310K +$314K +4,000 New
WI
1218
Wintrust Investments
Illinois
$309K -$2.73M -34,810 -90%
CW
1219
CIC Wealth
Maryland
$306K – – –
CWM
1220
Cornerstone Wealth Management
Missouri
$305K – – –
FCG
1221
Fielder Capital Group
Tennessee
$304K -$785 -10 -0.3%
GIA
1222
Guyasuta Investment Advisors
Pennsylvania
$303K -$26.7K -340 -8%
IAS
1223
Insigneo Advisory Services
Florida
$302K +$306K +3,900 New
FOA
1224
Five Oceans Advisors
California
$301K +$785 +10 +0.3%
HKIMG
1225
Hutchens & Kramer Investment Management Group
Indiana
$300K +$27.5K +350 +10%
47 48
49
50 51