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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1301
OneAscent Financial Services
Alabama
$476K +$172K +1,470 +60%
PFA
1302
Pure Financial Advisors
California
$476K +$64.5K +550 +16%
PWMG
1303
Prestige Wealth Management Group
New Jersey
$471K +$5.87K +50 +1%
WC
1304
Waterloo Capital
Texas
$471K -$36.4K -310 -7%
AI
1305
AdvisorShares Investments
Maryland
$469K -$154K -1,310 -25%
JBI
1306
John Boyer Inc
Florida
$468K -$11.7K -100 -3%
SS
1307
Sunbelt Securities
Texas
$466K +$5.87K +50 +1%
OL
1308
OneFund LLC
Florida
$465K +$29.3K +250 +7%
FCCM
1309
First City Capital Management
Georgia
$464K -$23.5K -200 -5%
AO
1310
Advisor OS
Illinois
$462K -$571K -4,870 -56%
FMLI
1311
Fukoku Mutual Life Insurance
Japan
$462K -$64.5K -550 -13%
MHIC
1312
Marble Harbor Investment Counsel
Massachusetts
$462K – – –
MIG
1313
McGuire Investment Group
Rhode Island
$462K – – –
AIM
1314
Alhambra Investment Management
Florida
$461K -$1.17K -10 -0.3%
OWM
1315
Orca Wealth Management
Florida
$459K +$46.9K +400 +13%
BSI
1316
Bennett Selby Investments
Maine
$459K – – –
FCG
1317
Fielder Capital Group
Tennessee
$458K -$35.2K -300 -7%
OWA
1318
Outlook Wealth Advisors
Texas
$458K -$11.7K -100 -3%
APP
1319
Avantax Planning Partners
Iowa
$457K -$31.7K -270 -7%
UPS
1320
UHLMANN PRICE SECURITIES
Illinois
$454K -$32.8K -280 -7%
APM
1321
a16z Perennial Management
California
$453K +$30.5K +260 +7%
MCM
1322
Manchester Capital Management
Vermont
$453K +$236K +2,010 +117%
SMC
1323
Smith, Moore & Co
Missouri
$452K -$116K -990 -21%
WFI
1324
West Family Investments
California
$445K -$57.5K -490 -12%
FHC
1325
First Horizon Corporation
Tennessee
$442K +$160K +1,360 +60%
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