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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
1226
Zacks Investment Management
Illinois
$582K -$18.8K -160 -3%
GSEP
1227
Golden State Equity Partners
California
$580K -$129K -1,100 -19%
UWS
1228
Unique Wealth Strategies
Illinois
$579K -$229K -1,950 -29%
TIA
1229
Traphagen Investment Advisors
New Jersey
$579K +$29.3K +250 +6%
TWM
1230
TCFG Wealth Management
California
$578K +$3.52K +30 +0.6%
WIM
1231
WealthPlan Investment Management
Nebraska
$577K +$557K +4,750 New
SW
1232
Simplicity Wealth
New Jersey
$576K +$63.3K +540 +13%
AA
1233
ALPS Advisors
Colorado
$575K -$5.87K -50 -1%
CG
1234
Curat Global
New Hampshire
$575K – – –
MCWA
1235
Meadow Creek Wealth Advisors
Georgia
$575K – – –
SYBT
1236
Stock Yards Bank & Trust
Kentucky
$574K -$104K -890 -16%
OPA
1237
Old Port Advisors
Maine
$572K -$1.17K -10 -0.2%
BEAM
1238
Baker Ellis Asset Management
Washington
$571K – – –
ANTB
1239
AMG National Trust Bank
Colorado
$570K +$44.6K +380 +9%
BFS
1240
Bradley Foster & Sargent
Connecticut
$570K +$2.35K +20 +0.4%
MAM
1241
Milestone Asset Management
Pennsylvania
$567K -$52.8K -450 -9%
TA
1242
TruWealth Advisors
Louisiana
$567K -$2.35K -20 -0.4%
EW
1243
Evoke Wealth
California
$562K -$18.8K -160 -3%
SIA
1244
SeaBridge Investment Advisors
New Jersey
$558K – – –
IWP
1245
Invenio Wealth Partners
Florida
$557K +$5.87K +50 +1%
BAM
1246
Bellevue Asset Management
Washington
$554K – – –
SB
1247
Sunflower Bank
Texas
$550K -$16.4K -140 -3%
TSW
1248
Three Seasons Wealth
Utah
$549K +$530K +4,520 New
AM
1249
AGF Management
Ontario, Canada
$543K -$11.7K -100 -2%
TF
1250
Trek Financial
Arizona
$540K +$4.69K +40 +0.9%
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50
51 52