We are live on ! Find out more
KLAC icon

KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1451
Hamilton Point Investment Advisors
North Carolina
$237K +$205K +2,200 New
SWM
1452
Steinberganna Wealth Management
New York
$237K +$204K +2,190 New
PPC
1453
Park Place Capital
Alabama
$236K – – –
CP
1454
Clarendon Private
Massachusetts
$236K +$204K +2,190 New
RWP
1455
Revolve Wealth Partners
New Jersey
$236K +$204K +2,190 New
OCM
1456
Osterweis Capital Management
California
$235K – – –
MAC
1457
Mason & Associates (California)
California
$234K +$202K +2,170 New
MCM
1458
Monument Capital Management
Virginia
$233K -$76.5K -820 -28%
AGC
1459
Aspen Grove Capital
Colorado
$233K -$10.3K -110 -5%
UCB
1460
United Community Bank
South Carolina
$232K -$113K -1,210 -36%
BW
1461
Blalock Williams
Alabama
$232K +$201K +2,150 New
BFA
1462
Buttonwood Financial Advisors
Maryland
$230K +$199K +2,130 New
MCM
1463
MV Capital Management
Maryland
$230K – – –
AWM
1464
Absher Wealth Management
North Carolina
$230K +$199K +2,130 New
WP
1465
WealthPLAN Partners
Nebraska
$229K +$198K +2,120 New
OWM
1466
Opes Wealth Management
California
$229K +$198K +2,120 New
DE
1467
Diversified Enterprises
Delaware
$228K +$197K +2,110 New
QWM
1468
Quadcap Wealth Management
Texas
$228K +$197K +2,110 New
TBT
1469
Texas Bank & Trust
Texas
$228K +$197K +2,110 New
ACM
1470
Andina Capital Management
Utah
$227K -$24.3K -260 -11%
TCA
1471
Transcend Capital Advisors
New Jersey
$226K +$196K +2,100 New
PCH
1472
PGIM Custom Harvest
New Jersey
$226K +$195K +2,090 New
WCFA
1473
Walkner Condon Financial Advisors
Wisconsin
$225K -$45.7K -490 -19%
IPW
1474
Inlet Private Wealth
Florida
$224K +$194K +2,080 New
CCM
1475
Cinctive Capital Management
New York
$223K +$193K +2,070 New
57 58
59
60 61