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KLA
KLAC

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