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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1226
Geneos Wealth Management
Colorado
$442K -$510K -5,470 -57%
LFG
1227
Lockerman Financial Group
California
$441K -$26.1K -280 -6%
GWM
1228
Greenwich Wealth Management
Connecticut
$440K +$14.9K +160 +4%
FCG
1229
Fielder Capital Group
Tennessee
$439K – – –
APP
1230
Avantax Planning Partners
Iowa
$435K -$28.9K -310 -7%
CFO
1231
CVA Family Office
Colorado
$434K – – –
FCCM
1232
First City Capital Management
Georgia
$434K +$3.73K +40 +1%
UPS
1233
UHLMANN PRICE SECURITIES
Illinois
$433K -$5.6K -60 -1%
SFA
1234
Souders Financial Advisors
Ohio
$433K +$35.5K +380 +10%
CAM
1235
Costello Asset Management
Pennsylvania
$431K -$187K -2,000 -33%
ST
1236
Spinnaker Trust
Maine
$431K – – –
ZBNA
1237
Zions Bancorporation, National Association
Utah
$431K +$23.3K +250 +7%
PIA
1238
Prakash Investment Advisors
Massachusetts
$431K +$373K +4,000 New
WSFG
1239
Wall Street Financial Group
Illinois
$430K +$91.4K +980 +33%
EFS
1240
Essex Financial Services
Connecticut
$429K +$57.8K +620 +18%
M
1241
MOTCO
Texas
$429K -$3.73K -40 -1%
UBP
1242
Union Bancaire Privee
Switzerland
$428K -$12.1K -130 -3%
ACA
1243
Affinity Capital Advisors
California
$427K -$179K -1,920 -34%
JBI
1244
John Boyer Inc
Florida
$425K +$369K +3,950 New
BMCM
1245
Burns Matteson Capital Management
New York
$425K +$368K +3,940 New
FOA
1246
Five Oceans Advisors
California
$420K -$9.33K -100 -3%
OWA
1247
Outlook Wealth Advisors
Texas
$418K -$160K -1,720 -31%
PWMG
1248
Prestige Wealth Management Group
New Jersey
$413K -$1.87K -20 -0.5%
PCS
1249
Personal CFO Solutions
New Jersey
$413K +$29.9K +320 +9%
MHIC
1250
Marble Harbor Investment Counsel
Massachusetts
$410K -$23.3K -250 -6%
48 49
50
51 52