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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
1201
Caitlin John
Michigan
$482K -$2.8K -30 -0.7%
CIS
1202
Custom Index Systems
New York
$480K +$153K +1,640 +58%
NRC
1203
New Republic Capital
North Carolina
$478K +$7.46K +80 +2%
TF
1204
Trek Financial
Arizona
$475K -$4.67K -50 -1%
AI
1205
Atom Investors
Texas
$472K – – –
BFG
1206
Berger Financial Group
Minnesota
$471K +$58.8K +630 +17%
FMLI
1207
Fukoku Mutual Life Insurance
Japan
$469K – – –
QFA
1208
Quantum Financial Advisors
California
$467K – – –
ICP
1209
Interchange Capital Partners
Pennsylvania
$466K +$81.2K +870 +25%
ANTB
1210
AMG National Trust Bank
Colorado
$464K +$23.3K +250 +6%
EFG
1211
Everhart Financial Group
Ohio
$464K +$15.9K +170 +4%
AHL
1212
Abel Hall LLC
Louisiana
$461K -$4.67K -50 -1%
AAMC
1213
Asset Allocation & Management Company
Illinois
$459K – – –
BW
1214
BXM Wealth
Colorado
$458K +$397K +4,250 New
MWM
1215
Maridea Wealth Management
New York
$458K -$16.8K -180 -4%
SCM
1216
Silvant Capital Management
Georgia
$457K – – –
SW
1217
Simplicity Wealth
New Jersey
$453K -$580K -6,220 -60%
WC
1218
Waterloo Capital
Texas
$452K +$40.1K +430 +11%
WWM
1219
Wolff Wiese Magana
California
$452K – – –
VEA
1220
Virtus ETF Advisers
New York
$451K +$16.8K +180 +5%
CH
1221
Cromwell Holdings
Wyoming
$449K – – –
SW
1222
SVB Wealth
Massachusetts
$448K -$9.33K -100 -2%
WFI
1223
West Family Investments
California
$448K +$6.53K +70 +2%
GIA
1224
Gladstone Institutional Advisory
Florida
$444K -$79.3K -850 -17%
SMA
1225
Seven Mile Advisory
New Jersey
$444K +$384K +4,120 New
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