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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
1251
McGuire Investment Group
Rhode Island
$410K – – –
AIM
1252
Alhambra Investment Management
Florida
$410K +$12.1K +130 +4%
SS
1253
Sunbelt Securities
Texas
$408K -$5.6K -60 -2%
BSI
1254
Bennett Selby Investments
Maine
$408K – – –
RWB
1255
RMR Wealth Builders
New Jersey
$406K +$132K +1,420 +61%
GM
1256
GeoWealth Management
Illinois
$400K – – –
SIA
1257
Soltis Investment Advisors
Utah
$396K -$5.6K -60 -2%
DWA
1258
Dorsey Wright & Associates
California
$396K +$38.3K +410 +13%
LWM
1259
LJI Wealth Management
Indiana
$395K -$124K -1,330 -27%
WFG
1260
Wormser Freres Gestion
France
$394K +$51.3K +550 +18%
HCM
1261
Howland Capital Management
Massachusetts
$393K -$4.67K -50 -1%
CMF
1262
Counterpoint Mutual Funds
California
$393K -$43.8K -470 -11%
HT
1263
Heritage Trust
Oklahoma
$390K – – –
OFO
1264
OneAscent Family Office
Alabama
$390K +$933 +10 +0.3%
AWM
1265
Angeles Wealth Management
California
$389K -$78.4K -840 -19%
AA
1266
Armis Advisers
Georgia
$388K -$1.87K -20 -0.6%
OL
1267
OneFund LLC
Florida
$386K +$9.33K +100 +3%
CWM
1268
Cornerstone Wealth Management
Missouri
$382K -$4.67K -50 -1%
HKIMG
1269
Hutchens & Kramer Investment Management Group
Indiana
$382K -$30.8K -330 -9%
PCM
1270
Polymer Capital Management
New York
$376K +$326K +3,490 New
APM
1271
a16z Perennial Management
California
$374K +$324K +3,470 New
VAG
1272
VisionPoint Advisory Group
Texas
$372K +$12.1K +130 +4%
OAM
1273
Occidental Asset Management
California
$370K +$24.3K +260 +8%
KCP
1274
Kera Capital Partners
California
$369K +$15.9K +170 +5%
RYIA
1275
Roehl & Yi Investment Advisors
Oregon
$368K +$19.6K +210 +7%
49 50
51
52 53