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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1401
Key Financial Inc
Pennsylvania
$59.4K – – –
HWA
1402
HHM Wealth Advisors
Tennessee
$59.4K +$53.2K +720 New
JGIA
1403
Jackson Grant Investment Advisers
Connecticut
$54.4K – – –
CA
1404
Centerpoint Advisors
Massachusetts
$54K – – –
BIA
1405
Bell Investment Advisors
California
$53.6K – – –
CFD
1406
Creative Financial Designs
Indiana
$53.6K +$28.1K +380 +141%
OW
1407
Olistico Wealth
Oklahoma
$53.4K +$48K +650 New
RFG
1408
RFP Financial Group
Georgia
$51.9K – – –
FFA
1409
Frazier Financial Advisors
Ohio
$51.1K +$5.17K +70 +13%
DCP
1410
DSM Capital Partners
Florida
$50.3K – – –
GCM
1411
Gables Capital Management
Florida
$50.3K – – –
AA
1412
Addison Advisors
Vermont
$49.5K +$7.39K +100 +20%
CIAS
1413
CBIZ Investment Advisory Services
Ohio
$47.9K – – –
OA
1414
Operose Advisors
Wisconsin
$46.2K – – –
CTA
1415
Colonial Trust Advisors
South Carolina
$45.3K -$739 -10 -2%
1IA
1416
1620 Investment Advisors
Massachusetts
$43.7K +$39.2K +530 New
AF
1417
Advisornet Financial
Minnesota
$42.9K +$17K +230 +79%
CIA
1418
Cape Investment Advisory
Georgia
$41.2K – – –
WTA
1419
Washington Trust Advisors
Massachusetts
$41.2K – – –
MB
1420
Mizuho Bank
Japan
$41.2K +$36.9K +500 New
ECM
1421
Estabrook Capital Management
New York
$36.3K – – –
LWANC
1422
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.8K – – –
PAM
1423
Pinpoint Asset Management
Hong Kong
$31.3K +$28.1K +380 New
VAG
1424
VisionPoint Advisory Group
Texas
$30.5K +$9.6K +130 +54%
TFF
1425
The Family Firm
Maryland
$30.1K +$27.3K +370 New
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58 59