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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
1301
Cairn Investment Group
Washington
$232K – – –
LD
1302
Lipe & Dalton
New York
$232K – – –
MA
1303
Montag & Associates
Georgia
$232K – – –
DM
1304
Deerfield Management
New York
$232K +$235K +2,990 New
PCP
1305
Proficio Capital Partners
Massachusetts
$231K -$162K -2,070 -41%
JWCA
1306
J.W. Cole Advisors
Florida
$230K +$1.57K +20 +0.7%
UCB
1307
United Community Bank
South Carolina
$230K -$41.6K -530 -15%
DWS
1308
Dynamic Wealth Strategies
California
$229K +$785 +10 +0.3%
CWM
1309
Congress Wealth Management
Massachusetts
$228K +$22.8K +290 +11%
RI
1310
Ridgewood Investments
New Jersey
$227K +$230K +2,930 New
ZIC
1311
ZWJ Investment Counsel
Georgia
$226K +$35.3K +450 +18%
SCP
1312
Sivia Capital Partners
California
$226K – – –
SAI
1313
Savvy Advisors Inc
New York
$226K +$228K +2,910 New
CAM
1314
Cidel Asset Management
Ontario, Canada
$225K – – –
CMF
1315
Counterpoint Mutual Funds
California
$225K +$228K +2,910 New
ACGA
1316
Atlanta Consulting Group Advisors
Georgia
$222K +$225K +2,870 New
ATS
1317
Ashton Thomas Securities
New York
$221K -$22K -280 -9%
BWAM
1318
Boyd Watterson Asset Management
Ohio
$221K -$18K -230 -7%
9WM
1319
9258 Wealth Management
Ohio
$221K – – –
EWP
1320
Elevation Wealth Partners
California
$221K – – –
CG
1321
CFO4Life Group
Texas
$221K +$8.63K +110 +4%
PWP
1322
Phillips Wealth Planners
Mississippi
$219K -$4.71K -60 -2%
PFPT
1323
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K +$217K +2,770 New
VHAM
1324
Van Hulzen Asset Management
California
$214K -$39.2K -500 -15%
EL
1325
EWA LLC
Pennsylvania
$214K +$33.7K +430 +15%
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