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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1351
West Branch Capital
Massachusetts
$95.9K – – –
AIM
1352
Anchor Investment Management
South Carolina
$95.2K – – –
MSWM
1353
Mowery & Schoenfeld Wealth Management
Illinois
$94.5K – – –
BAM
1354
Byrne Asset Management
New Jersey
$94.5K -$7.2K -100 -7%
ADL
1355
Asset Dedication LLC
California
$91.1K – – –
GKIM
1356
GW&K Investment Management
Massachusetts
$90K +$13.7K +190 +17%
LWANC
1357
Laurel Wealth Advisors (North Carolina)
North Carolina
$88.4K – – –
HDIM
1358
Hanson & Doremus Investment Management
Vermont
$88K -$5.76K -80 -6%
C
1359
Covestor
United Kingdom
$88K +$37.5K +520 +68%
SN
1360
Sittner & Nelson
Oregon
$86.3K – – –
HWA
1361
Heritage Wealth Advisors
Virginia
$85K – – –
IBOK
1362
Independence Bank of Kentucky
Kentucky
$85K – – –
CT
1363
Colonial Trust
South Carolina
$84.3K -$13.7K -190 -13%
JSAM
1364
J. Safra Asset Management
New York
$83.6K – – –
PSB
1365
Piscataqua Savings Bank
New Hampshire
$83.6K – – –
IUHSA
1366
Itau Unibanco Holding S.A.
Brazil
$83K +$23.1K +320 +36%
KFI
1367
Key Financial Inc
Pennsylvania
$82.9K +$36K +500 +69%
PB
1368
Pinnacle Bancorp
Nebraska
$82.3K +$15.1K +210 +21%
WF
1369
Wayfinding Financial
Washington
$79K +$84.3K +1,170 New
OCM
1370
Orion Capital Management
California
$75.5K – – –
CT
1371
Clearstead Trust
Maine
$73.4K +$63.4K +880 +440%
BCWM
1372
Bartlett & Co Wealth Management
Ohio
$72.7K +$4.32K +60 +6%
TH
1373
TCTC Holdings
Texas
$69.3K +$38.2K +530 +108%
VIS
1374
Vega Investment Solutions
France
$68.7K +$72.8K +1,010 New
FPB
1375
First PREMIER Bank
South Dakota
$68K +$72K +1,000 New
53 54
55
56 57