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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1251
OneAscent Investment Solutions
Alabama
$1.61M -$264K -1,331 -20%
SIS
1252
Sound Income Strategies
Florida
$1.6M +$44.9K +226 +4%
RG
1253
Rathbones Group
United Kingdom
$1.6M +$1.05M +5,311 New
LCC
1254
Lincoln Capital Corp
Rhode Island
$1.6M -$60.7K -306 -5%
IA
1255
Inspire Advisors
Idaho
$1.6M -$8.14K -41 -0.8%
TPI
1256
Trust Point Inc
Wisconsin
$1.59M +$30.6K +154 +3%
MWA
1257
Meridian Wealth Advisors
Texas
$1.59M +$1.99K +10 +0.2%
RFO
1258
RiverGlades Family Offices
Florida
$1.59M +$11.9K +60 +1%
BB
1259
Berkshire Bank
Massachusetts
$1.59M -$131K -660 -11%
MAWA
1260
Moss Adams Wealth Advisors
Washington
$1.58M +$39.9K +201 +4%
EFG
1261
Elm3 Financial Group
Georgia
$1.58M -$29.8K -150 -3%
AA
1262
Alta Advisers
United Kingdom
$1.58M – – –
BMA
1263
Brooks Moore & Associates
Tennessee
$1.58M – – –
TPWA
1264
Twin Peaks Wealth Advisors
California
$1.58M +$45.9K +231 +5%
CP
1265
CenterBook Partners
Connecticut
$1.58M -$7.19M -36,228 -87%
BO
1266
Bank OZK
Arkansas
$1.57M -$130K -656 -11%
PFBT
1267
Parkside Financial Bank & Trust
Missouri
$1.56M -$149K -752 -13%
RF
1268
Rossby Financial
Florida
$1.56M +$217K +1,095 +27%
OL
1269
Optas LLC
Texas
$1.55M +$6.15K +31 +0.6%
BFG
1270
Beacon Financial Group
Texas
$1.55M -$4.17K -21 -0.4%
BWP
1271
BSW Wealth Partners
Colorado
$1.55M -$65.7K -331 -6%
EV
1272
EJMK Ventures
Illinois
$1.55M +$606K +3,051 +147%
DOA
1273
D'Orazio & Associates
Virginia
$1.54M +$23.4K +118 +2%
AMPWP
1274
Alvarez & Marsal Private Wealth Partners
Florida
$1.52M -$37.7K -190 -4%
MA
1275
Mezzasalma Advisors
New Jersey
$1.52M -$111K -560 -10%
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