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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
1201
Brooks Moore & Associates
Tennessee
$638K – – –
DMBA
1202
Deseret Mutual Benefit Administrators
Utah
$634K +$22.3K +190 +4%
NAAA
1203
New Age Alpha Advisors
New York
$629K +$576K +4,910 +1,819%
CCC
1204
Chesapeake Capital Corp
Florida
$628K – – –
WAOTB
1205
Wealth Advisors of Tampa Bay
Florida
$620K -$84.5K -720 -12%
EFS
1206
Essex Financial Services
Connecticut
$619K +$130K +1,110 +28%
RCA
1207
Resonant Capital Advisors
Wisconsin
$617K +$8.21K +70 +1%
MPWT
1208
MassMutual Private Wealth & Trust
Connecticut
$617K +$30.5K +260 +5%
CC
1209
Courier Capital
New York
$611K – – –
BFG
1210
Beacon Financial Group
Texas
$611K +$32.8K +280 +6%
PFA
1211
Peak Financial Advisors
Colorado
$610K -$2.76M -23,510 -82%
LWM
1212
LJI Wealth Management
Indiana
$609K +$158K +1,350 +37%
CMAI
1213
Capital Management Associates Inc
Minnesota
$608K – – –
GCM
1214
GKV Capital Management
California
$608K – – –
WCM
1215
Whitener Capital Management
North Carolina
$608K – – –
TPI
1216
Trust Point Inc
Wisconsin
$605K +$1.17K +10 +0.2%
CBA
1217
Coastal Bridge Advisors
Connecticut
$603K – – –
HI
1218
Harbour Investments
Wisconsin
$603K +$45.7K +390 +9%
MAWA
1219
Moss Adams Wealth Advisors
Washington
$601K -$9.38K -80 -2%
EFMH
1220
E Fund Management (HK)
Hong Kong
$599K +$374K +3,190 +301%
DOA
1221
D'Orazio & Associates
Virginia
$598K +$23.5K +200 +4%
SPW
1222
Signet Private Wealth
Illinois
$595K +$574K +4,890 New
PCM
1223
Palisade Capital Management
New Jersey
$594K +$574K +4,890 New
CFG
1224
Cooper Financial Group
California
$590K -$42.2K -360 -7%
OAM
1225
Occidental Asset Management
California
$588K +$165K +1,410 +41%
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