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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
1201
Rehmann Capital Advisory Group
Michigan
$882K -$4.39K -30 -0.5%
SPW
1202
Signet Private Wealth
Illinois
$882K +$161K +1,100 +22%
MFS
1203
Mattson Financial Services
Michigan
$881K -$218K -1,490 -20%
PFBT
1204
Parkside Financial Bank & Trust
Missouri
$873K +$14.6K +100 +2%
WAS
1205
Winch Advisory Services
Wisconsin
$872K – – –
PCA
1206
Pallas Capital Advisors
Massachusetts
$872K -$151K -1,030 -15%
BB
1207
Berkshire Bank
Massachusetts
$872K – – –
JIC
1208
Joel Isaacson & Co
New York
$870K – – –
RCA
1209
Resonant Capital Advisors
Wisconsin
$866K +$117K +800 +16%
DWM
1210
Drive Wealth Management
Utah
$864K +$2.93K +20 +0.3%
TI
1211
TTP Investments
California
$864K -$10.2K -70 -1%
BO
1212
Bank OZK
Arkansas
$863K +$2.93K +20 +0.3%
SCM
1213
Sunbeam Capital Management
Georgia
$860K +$10.2K +70 +1%
SW
1214
Simplicity Wealth
New Jersey
$860K +$161K +1,100 +23%
SP
1215
SmartHarvest Portfolios
Washington
$858K -$177K -1,210 -17%
JSSH
1216
J. Safra Sarasin Holding
$858K +$853K +5,830 New
SI
1217
Seeds Investor
New York
$856K -$310K -2,120 -31%
GKFF
1218
George Kaiser Family Foundation
Oklahoma
$848K – – –
PGCM
1219
Prescott Group Capital Management
Oklahoma
$848K – – –
BWA
1220
Basecamp Wealth Advisors
Washington
$845K -$19K -130 -2%
FFA
1221
Florida Financial Advisors
Florida
$830K -$61.4K -420 -7%
WH
1222
Wallace Hart
Kentucky
$827K +$475K +3,250 +137%
LCC
1223
Lincoln Capital Corp
Rhode Island
$826K +$821K +5,610 New
MA
1224
Mezzasalma Advisors
New Jersey
$825K – – –
TSW
1225
Three Seasons Wealth
Utah
$820K +$154K +1,050 +23%
47 48
49
50 51