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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1326
Biltmore Family Office
North Carolina
$442K +$427K +3,640 New
EA
1327
Everpar Advisors
Oklahoma
$442K +$427K +3,640 New
DWA
1328
Dorsey Wright & Associates
California
$441K -$18.8K -160 -4%
SA
1329
Sovran Advisors
California
$440K +$334K +2,850 New
HT
1330
Heritage Trust
Oklahoma
$440K – – –
GIA
1331
Gladstone Institutional Advisory
Florida
$439K -$59.8K -510 -12%
RF
1332
Rossby Financial
Florida
$439K -$403K -3,440 -49%
ML
1333
McAdam LLC
Pennsylvania
$436K +$85.6K +730 +26%
SMA
1334
Seven Mile Advisory
New Jersey
$436K -$62.2K -530 -13%
GM
1335
GeoWealth Management
Illinois
$434K -$16.4K -140 -4%
OFO
1336
OneAscent Family Office
Alabama
$434K -$5.87K -50 -1%
EL
1337
EWA LLC
Pennsylvania
$432K +$18.8K +160 +5%
BPW
1338
BlueDoor Private Wealth
Massachusetts
$431K +$416K +3,550 New
HC
1339
Hamilton Capital
Ohio
$431K +$416K +3,550 New
GWM
1340
Greenwich Wealth Management
Connecticut
$431K -$62.2K -530 -13%
CWM
1341
Cornerstone Wealth Management
Missouri
$430K – – –
MIFH
1342
Migdal Insurance & Financial Holdings
Israel
$430K +$102K +870 +33%
BFA
1343
Brown Financial Advisors
Ohio
$429K +$414K +3,530 New
SHFG
1344
S Harris Financial Group
Texas
$427K +$413K +3,520 New
BCM
1345
Bannerstone Capital Management
Minnesota
$426K +$412K +3,510 New
PL
1346
Plancorp LLC
Missouri
$425K +$14.1K +120 +4%
RFC
1347
Regions Financial Corp
Alabama
$423K -$1.96M -16,730 -83%
AU
1348
AlphaGrep UK
$419K +$405K +3,450 New
BPC
1349
Banque Pictet & Cie
Switzerland
$419K +$405K +3,450 New
AIA
1350
Affinity Investment Advisors
California
$417K -$338K -2,880 -46%
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