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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1526
Apella Capital
Connecticut
$856K +$118K +592 +18%
HMS
1527
Hanseatic Management Services
New Mexico
$852K +$95.9K +483 +21%
OWM
1528
OneAscent Wealth Management
Alabama
$852K +$161K +813 +40%
WHCI
1529
W.H. Cornerstone Investments
Massachusetts
$851K -$21.4K -108 -4%
GA
1530
Goldstein Advisors
Wisconsin
$848K +$41.7K +210 +8%
BWM
1531
Brickley Wealth Management
California
$845K – – –
DWP
1532
Daymark Wealth Partners
Ohio
$845K +$43.5K +219 +8%
KIM
1533
Kestra Investment Management
Texas
$845K +$83.2K +419 +18%
TWM
1534
Tanager Wealth Management
United Kingdom
$843K +$82.4K +415 +17%
MMCM
1535
Murphy & Mullick Capital Management
New York
$842K – – –
RA
1536
Resolute Advisors
California
$839K -$135K -680 -20%
SF
1537
Symphony Financial
Texas
$838K +$280K +1,409 +95%
VHAM
1538
Van Hulzen Asset Management
California
$836K +$199 +1 +0%
RFC
1539
Regions Financial Corp
Alabama
$833K -$93.3K -470 -15%
BPC
1540
Banque Pictet & Cie
Switzerland
$833K -$29.8K -150 -5%
MC
1541
Middleton & Co
Massachusetts
$830K – – –
PL
1542
Plancorp LLC
Missouri
$830K +$22.4K +113 +3%
WAM
1543
Walker Asset Management
Missouri
$821K +$397 +2 +0.1%
FFC
1544
First Financial Corp
Indiana
$821K – – –
ST
1545
Spinnaker Trust
Maine
$821K +$3.97K +20 +0.7%
5NPW
1546
55 North Private Wealth
Florida
$821K +$27.8K +140 +5%
SGFG
1547
Silver Grove Financial Group
New York
$819K -$8.93K -45 -2%
AV
1548
Alamea Verwaltungs
New Jersey
$815K +$536K +2,700 New
SRL
1549
Scientech Research LLC
New Jersey
$812K +$534K +2,692 New
AOWM
1550
Asset One Wealth Management
Washington
$812K +$10.9K +55 +2%
60 61
62
63 64