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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
1201
Asset Allocation & Management Company
Illinois
$290K – – –
AFA
1202
AA Financial Advisors
Ohio
$290K -$102K -1,410 -25%
SCM
1203
Silvant Capital Management
Georgia
$288K – – –
IWP
1204
Invenio Wealth Partners
Florida
$288K -$10.1K -140 -3%
NRC
1205
New Republic Capital
North Carolina
$287K +$21.6K +300 +8%
EFG
1206
Ethos Financial Group
Pennsylvania
$287K – – –
EFG
1207
Everhart Financial Group
Ohio
$285K +$36K +500 +14%
ZIM
1208
Zacks Investment Management
Illinois
$285K +$69.2K +960 +30%
LA
1209
LVW Advisors
New York
$284K +$20.2K +280 +7%
ICP
1210
Interchange Capital Partners
Pennsylvania
$283K +$38.2K +530 +15%
UPS
1211
UHLMANN PRICE SECURITIES
Illinois
$279K -$15.1K -210 -5%
ANTB
1212
AMG National Trust Bank
Colorado
$279K +$2.16K +30 +0.7%
PFPT
1213
Pinnacle Financial Partners (Tennessee)
Tennessee
$277K +$294K +4,080 New
NRD
1214
Nebula Research & Development
New York
$277K -$1.81M -25,160 -86%
CSPIA
1215
Cary Street Partners Investment Advisory
Virginia
$277K +$105K +1,460 +56%
MAM
1216
Martingale Asset Management
Massachusetts
$277K -$188K -2,610 -39%
AHL
1217
Abel Hall LLC
Louisiana
$276K +$292K +4,060 New
MHIC
1218
Marble Harbor Investment Counsel
Massachusetts
$275K – – –
GCM
1219
Gallacher Capital Management
Colorado
$273K -$368K -5,110 -56%
MAWA
1220
Moss Adams Wealth Advisors
Washington
$273K +$289K +4,010 New
XT
1221
XTX Topco
Cayman Islands
$273K +$289K +4,010 New
MWM
1222
Modern Wealth Management
Kansas
$272K +$288K +4,000 New
ST
1223
Spinnaker Trust
Maine
$272K +$288K +4,000 New
FCG
1224
Fielder Capital Group
Tennessee
$271K +$7.92K +110 +3%
PWMG
1225
Prestige Wealth Management Group
New Jersey
$271K +$6.48K +90 +2%
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