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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1351
SageView Advisory Group
California
$583K +$208K +1,420 +56%
FBT
1352
First Bank & Trust
South Dakota
$582K +$211K +1,440 +57%
IIL
1353
Income Insurance Ltd
$580K – – –
APP
1354
Avantax Planning Partners
Iowa
$580K +$26.3K +180 +5%
FOA
1355
Five Oceans Advisors
California
$579K – – –
EFS
1356
Essex Financial Services
Connecticut
$578K -$170K -1,160 -23%
QP
1357
Quartz Partners
New York
$575K -$386K -2,640 -40%
AO
1358
Advisor OS
Illinois
$574K +$14.6K +100 +3%
CIM
1359
Cambria Investment Management
California
$573K +$569K +3,890 New
PWMG
1360
Prestige Wealth Management Group
New Jersey
$568K -$2.93K -20 -0.5%
AI
1361
AdvisorShares Investments
Maryland
$568K – – –
JBI
1362
John Boyer Inc
Florida
$568K +$1.46K +10 +0.3%
FMI
1363
F/M Investments
District of Columbia
$567K -$10.2K -70 -2%
SIC
1364
Salem Investment Counselors
North Carolina
$567K +$563K +3,850 New
SW
1365
SVB Wealth
Massachusetts
$566K -$30.7K -210 -5%
BPW
1366
BlueDoor Private Wealth
Massachusetts
$565K +$42.4K +290 +8%
FCCM
1367
First City Capital Management
Georgia
$562K – – –
OFO
1368
OneAscent Family Office
Alabama
$560K +$33.6K +230 +6%
FMLI
1369
Fukoku Mutual Life Insurance
Japan
$560K – – –
MHIC
1370
Marble Harbor Investment Counsel
Massachusetts
$560K – – –
MIG
1371
McGuire Investment Group
Rhode Island
$560K – – –
FCG
1372
Fielder Capital Group
Tennessee
$557K +$1.46K +10 +0.3%
UWS
1373
Unique Wealth Strategies
Illinois
$557K -$145K -990 -21%
SS
1374
Sunbelt Securities
Texas
$557K -$7.32K -50 -1%
BSI
1375
Bennett Selby Investments
Maine
$557K – – –
53 54
55
56 57