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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1501
Oakworth Capital
Alabama
$4.41K – – –
PWMG
1502
Private Wealth Management Group
New Jersey
$4.41K – – –
CWP
1503
Clark Wealth Partners
Illinois
$4.41K +$4.73K +70 New
CWM
1504
Crowley Wealth Management
Delaware
$4.41K +$4.73K +70 New
DWA
1505
Delos Wealth Advisors
Texas
$4.41K +$4.73K +70 New
HNW
1506
High Note Wealth
Minnesota
$4.41K +$4.73K +70 New
TWD
1507
True Wealth Design
Ohio
$4.1K +$1.35K +20 +40%
AA
1508
Ancora Advisors
Ohio
$3.9K +$1.35K +20 +50%
IHWM
1509
Iron Horse Wealth Management
Iowa
$3.78K – – –
NSIM
1510
North Star Investment Management
Illinois
$3.78K – – –
AS
1511
Altshuler Shaham
Israel
$3.78K +$676 +10 +20%
BFPW
1512
BOK Financial Private Wealth
Colorado
$3.78K +$1.35K +20 +50%
PS
1513
PayPay Securities
Japan
$3.78K +$4.05K +60 New
SFGP
1514
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.78K +$4.05K +60 New
SIM
1515
Synergy Investment Management
Florida
$3.78K +$4.05K +60 New
RAM
1516
Riggs Asset Management
Pennsylvania
$3.17K – – –
OA
1517
Operose Advisors
Wisconsin
$3.15K -$34.5K -510 -91%
SIC
1518
Salem Investment Counselors
North Carolina
$3.15K -$2.03K -30 -38%
FMTCOCP
1519
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
SC
1520
Stephens Consulting
Michigan
$2.52K -$1.35K -20 -33%
GJIA
1521
Glass Jacobson Investment Advisors
Maryland
$2.52K +$2.7K +40 New
MHR
1522
Matthew Hamilton Rosenberg
$2.52K -$676 -10 -20%
IWP
1523
IAG Wealth Partners
Wisconsin
$2.52K – – –
OWP
1524
ORG Wealth Partners
Texas
$2.52K +$1.35K +20 +100%
PWA
1525
Principia Wealth Advisory
Texas
$2.52K +$2.7K +40 New
59 60
61
62 63