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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LCC
1226
Lincoln Capital Corp
Rhode Island
$826K +$821K +5,610 New
MA
1227
Mezzasalma Advisors
New Jersey
$825K – – –
TSW
1228
Three Seasons Wealth
Utah
$820K +$154K +1,050 +23%
KFGK
1229
Keystone Financial Group (Kentucky)
Kentucky
$818K +$1.46K +10 +0.2%
JBA
1230
Johnson Bixby & Associates
Washington
$817K +$29.3K +200 +4%
KDA
1231
Kraft Davis & Associates
Missouri
$814K +$11.7K +80 +2%
OP
1232
Oslo Pensjonsforsikring
$811K +$806K +5,510 New
VDC
1233
Van Diest Capital
Iowa
$806K +$527K +3,600 +191%
BWP
1234
BSW Wealth Partners
Colorado
$805K -$39.5K -270 -5%
ABC
1235
Associated Banc-Corp
Wisconsin
$800K – – –
EFG
1236
Elm3 Financial Group
Georgia
$795K -$5.85K -40 -0.7%
CCMT
1237
CMT Capital Markets Trading
Germany
$792K -$448K -3,060 -36%
IA
1238
Inspire Advisors
Idaho
$792K -$41K -280 -5%
EH
1239
Equitable Holdings
New York
$790K +$132K +900 +16%
TWM
1240
Trueblood Wealth Management
Ohio
$787K +$4.39K +30 +0.6%
VSQM
1241
V-Square Quantitative Management
Illinois
$786K -$64.4K -440 -8%
EFG
1242
Everhart Financial Group
Ohio
$785K +$146K +1,000 +23%
AWM
1243
Ariadne Wealth Management
California
$780K +$87.8K +600 +13%
KP
1244
Keel Point
Alabama
$774K -$423K -2,890 -36%
SIS
1245
Sound Income Strategies
Florida
$774K -$4.39K -30 -0.6%
MWA
1246
Meridian Wealth Advisors
Texas
$773K -$2.93K -20 -0.4%
AA
1247
Alta Advisers
United Kingdom
$773K – – –
BMA
1248
Brooks Moore & Associates
Tennessee
$773K – – –
AMPWP
1249
Alvarez & Marsal Private Wealth Partners
Florida
$772K +$266K +1,820 +53%
SAM
1250
Strategy Asset Managers
California
$770K +$765K +5,230 New
48 49
50
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