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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1326
AllSquare Wealth Management
New York
$126K – – –
RL
1327
Rogco LP
Oklahoma
$126K – – –
PAM
1328
Paradigm Asset Management
New York
$126K +$135K +2,000 New
HC
1329
Hoese & Co
Minnesota
$126K – – –
PMFA
1330
Plante Moran Financial Advisors
Michigan
$124K – – –
HI
1331
Human Investing
Oregon
$122K -$84.5K -1,250 -39%
WPA
1332
West Paces Advisors
Georgia
$122K – – –
SIA
1333
Sit Investment Associates
Minnesota
$120K – – –
WFG
1334
Wormser Freres Gestion
France
$119K +$127K +1,880 New
ZB
1335
Zions Bancorporation
Utah
$116K -$631K -9,340 -84%
CIAM
1336
Caitong International Asset Management
Hong Kong
$114K +$122K +1,810 New
FWA
1337
Flagship Wealth Advisors
Massachusetts
$105K +$112K +1,660 New
BC
1338
Bayforest Capital
United Kingdom
$103K +$110K +1,630 New
GWSG
1339
GPS Wealth Strategies Group
Colorado
$98K – – –
EFP
1340
EnRich Financial Partners
Wisconsin
$95.8K – – –
NIMI
1341
Natixis Investment Managers International
France
$95.8K – – –
BAM
1342
Byrne Asset Management
New Jersey
$93.9K – – –
CT
1343
Colonial Trust
South Carolina
$90.1K +$8.11K +120 +9%
WBC
1344
West Branch Capital
Massachusetts
$88.8K – – –
AIM
1345
Anchor Investment Management
South Carolina
$88.2K +$10.1K +150 +12%
QC
1346
Quent Capital
New York
$87.6K +$676 +10 +0.7%
MSWM
1347
Mowery & Schoenfeld Wealth Management
Illinois
$87.6K +$93.9K +1,390 New
QL
1348
Quarry LP
New York
$87K +$51.4K +760 +123%
HDIM
1349
Hanson & Doremus Investment Management
Vermont
$86K -$10.1K -150 -10%
ADL
1350
Asset Dedication LLC
California
$84.4K – – –
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