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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
1401
Evelyn Partners Investment Management Services
$35.3K +$37.8K +560 New
CTA
1402
Colonial Trust Advisors
South Carolina
$34.7K – – –
1IA
1403
1620 Investment Advisors
Massachusetts
$34.6K – – –
BHWM
1404
Beaird Harris Wealth Management
Texas
$33.4K +$25K +370 +231%
CIA
1405
Cape Investment Advisory
Georgia
$32.8K – – –
GCM
1406
Gables Capital Management
Florida
$32.1K – – –
KBFS
1407
Kohmann Bosshard Financial Services
Ohio
$32.1K +$34.5K +510 New
WTA
1408
Washington Trust Advisors
Massachusetts
$31.5K – – –
OLVIG
1409
Oliver Lagore Vanvalin Investment Group
Michigan
$30.9K +$4.73K +70 +17%
TH
1410
TCTC Holdings
Texas
$30.9K +$33.1K +490 New
PCWA
1411
Pacific Capital Wealth Advisors
California
$30.2K – – –
TIM
1412
Tortoise Investment Management
New York
$30.2K +$24.3K +360 +300%
LIS
1413
Legacy Investment Solutions
Idaho
$29.9K +$1.35K +20 +5%
LWMI
1414
Legacy Wealth Management (Idaho)
Idaho
$29.9K +$1.35K +20 +5%
GFPC
1415
Global Financial Private Client
Florida
$29K +$1.35K +20 +5%
ECM
1416
Estabrook Capital Management
New York
$27.7K – – –
APW
1417
Aventura Private Wealth
Florida
$27.7K +$29.7K +440 New
NRG
1418
Nemes Rush Group
Michigan
$25.8K +$7.43K +110 +37%
PWMA
1419
Pension & Wealth Management Advisors
Massachusetts
$25.1K +$26.4K +390 New
AGWCA
1420
Annis Gardner Whiting Capital Advisors
Florida
$23.3K -$5.41K -80 -18%
GSWM
1421
Golden State Wealth Management
California
$23.3K +$25K +370 New
RTL
1422
Red Tortoise LLC
Georgia
$22.7K – – –
SC
1423
SouthState Corp
Florida
$20.8K – – –
TC
1424
Tacita Capital
Ontario, Canada
$20.8K – – –
AWM
1425
Avior Wealth Management
Nebraska
$20.8K -$6.76K -100 -23%
55 56
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58 59