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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1401
Rise Advisors
New York
$59.2K – – –
C
1402
Covestor
United Kingdom
$59K -$322K -4,100 -84%
FCM
1403
Fourpath Capital Management
Oklahoma
$58.1K +$58.8K +750 New
CAM
1404
Close Asset Management
United Kingdom
$58K – – –
CB
1405
Centennial Bank
Arkansas
$57.3K – – –
PFG
1406
Peterson Financial Group
Iowa
$56.2K +$57.3K +730 New
KFI
1407
Key Financial Inc
Pennsylvania
$55.8K – – –
FWM
1408
FSA Wealth Management
Massachusetts
$52.7K +$53.4K +680 New
AAG
1409
Armstrong Advisory Group
Massachusetts
$52K -$11.8K -150 -18%
HWA
1410
HHM Wealth Advisors
Tennessee
$51.9K -$3.92K -50 -7%
LI
1411
LRI Investments
Florida
$51.3K -$1.57K -20 -2%
RS
1412
Rakuten Securities
Japan
$51.1K -$19.6K -250 -27%
JGIA
1413
Jackson Grant Investment Advisers
Connecticut
$51.1K – – –
BIA
1414
Bell Investment Advisors
California
$50.3K – – –
CFD
1415
Creative Financial Designs
Indiana
$50.3K – – –
OW
1416
Olistico Wealth
Oklahoma
$50.3K -$785 -10 -2%
CA
1417
Centerpoint Advisors
Massachusetts
$50K – – –
QL
1418
Quarry LP
New York
$48K -$33.7K -430 -41%
DCP
1419
DSM Capital Partners
Florida
$47.2K – – –
AA
1420
Addison Advisors
Vermont
$46.5K – – –
CIAS
1421
CBIZ Investment Advisory Services
Ohio
$45K – – –
OA
1422
Operose Advisors
Wisconsin
$43.4K – – –
CTA
1423
Colonial Trust Advisors
South Carolina
$42.6K – – –
1IA
1424
1620 Investment Advisors
Massachusetts
$42.5K +$1.57K +20 +4%
CIA
1425
Cape Investment Advisory
Georgia
$40.3K +$1.57K +20 +4%
55 56
57
58 59