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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1351
Signature Estate & Investment Advisors
California
$595K -$7.32K -50 -1%
LA
1352
LVW Advisors
New York
$595K +$186K +1,270 +46%
AWM
1353
Accurate Wealth Management
Florida
$591K +$499K +3,410 New
PIA
1354
Prakash Investment Advisors
Massachusetts
$589K – – –
SAG
1355
SageView Advisory Group
California
$583K +$208K +1,420 +56%
FBT
1356
First Bank & Trust
South Dakota
$582K +$211K +1,440 +57%
IIL
1357
Income Insurance Ltd
$580K – – –
APP
1358
Avantax Planning Partners
Iowa
$580K +$26.3K +180 +5%
FOA
1359
Five Oceans Advisors
California
$579K – – –
EFS
1360
Essex Financial Services
Connecticut
$578K -$170K -1,160 -23%
QP
1361
Quartz Partners
New York
$575K -$386K -2,640 -40%
AO
1362
Advisor OS
Illinois
$574K +$14.6K +100 +3%
CIM
1363
Cambria Investment Management
California
$573K +$569K +3,890 New
PWMG
1364
Prestige Wealth Management Group
New Jersey
$568K -$2.93K -20 -0.5%
AI
1365
AdvisorShares Investments
Maryland
$568K – – –
JBI
1366
John Boyer Inc
Florida
$568K +$1.46K +10 +0.3%
FMI
1367
F/M Investments
District of Columbia
$567K -$10.2K -70 -2%
SIC
1368
Salem Investment Counselors
North Carolina
$567K +$563K +3,850 New
SW
1369
SVB Wealth
Massachusetts
$566K -$30.7K -210 -5%
BPW
1370
BlueDoor Private Wealth
Massachusetts
$565K +$42.4K +290 +8%
FCCM
1371
First City Capital Management
Georgia
$562K – – –
OFO
1372
OneAscent Family Office
Alabama
$560K +$33.6K +230 +6%
FMLI
1373
Fukoku Mutual Life Insurance
Japan
$560K – – –
MHIC
1374
Marble Harbor Investment Counsel
Massachusetts
$560K – – –
MIG
1375
McGuire Investment Group
Rhode Island
$560K – – –
53 54
55
56 57