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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1251
GeoWealth Management
Illinois
$332K +$5.27K +70 +2%
SAF
1252
Smith Anglin Financial
Texas
$331K -$2.26K -30 -0.8%
HCM
1253
Howland Capital Management
Massachusetts
$331K -$71.5K -950 -20%
AIM
1254
Alhambra Investment Management
Florida
$329K -$6.02K -80 -2%
SWM
1255
Sagace Wealth Management
Florida
$328K +$752 +10 +0.3%
KA
1256
Klingman & Associates
New York
$328K +$275K +3,660 New
SSC
1257
Syverson Strege & Co
Iowa
$327K +$275K +3,650 New
SFA
1258
Souders Financial Advisors
Ohio
$325K +$10.5K +140 +4%
HT
1259
Heritage Trust
Oklahoma
$324K – – –
MPM
1260
MBB Public Markets
Illinois
$323K -$61.7K -820 -19%
OFO
1261
OneAscent Family Office
Alabama
$323K +$272K +3,610 New
AWM
1262
Ariadne Wealth Management
California
$322K -$160K -2,130 -39%
CWM
1263
Cornerstone Wealth Management
Missouri
$322K – – –
GLA
1264
Good Life Advisors
Pennsylvania
$319K +$268K +3,560 New
IAIM
1265
International Assets Investment Management
Florida
$318K -$63.2K -840 -19%
BPA
1266
Beacon Pointe Advisors
California
$316K -$61.7K -820 -19%
PL
1267
Plancorp LLC
Missouri
$316K – – –
PCS
1268
Personal CFO Solutions
New Jersey
$314K -$12.8K -170 -5%
SCP
1269
Sivia Capital Partners
California
$313K +$29.3K +390 +13%
OL
1270
OneFund LLC
Florida
$312K -$752 -10 -0.3%
SMFG
1271
Sumitomo Mitsui Financial Group
Japan
$311K +$263K +3,500 New
ICP
1272
Interchange Capital Partners
Pennsylvania
$309K -$54.2K -720 -17%
PWAM
1273
Private Wealth Asset Management
Iowa
$307K +$109K +1,450 +73%
IA
1274
IFC Advisors
California
$304K -$2.26K -30 -0.9%
PA
1275
Prossimo Advisors
California
$303K +$254K +3,380 New
49 50
51
52 53