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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1526
Main Street Research
Connecticut
$271K -$14.1K -120 -5%
SC
1527
Sepio Capital
Utah
$270K +$260K +2,220 New
FDP
1528
Financiere des Professionnels
Quebec, Canada
$270K – – –
LWA
1529
Legacy Wealth Advisors
Florida
$269K +$259K +2,210 New
SEEDPG
1530
S.E.E.D. Planning Group
New York
$268K +$259K +2,210 New
FSA
1531
Franklin Street Advisors
North Carolina
$267K -$52.8K -450 -17%
MAC
1532
Mason & Associates (California)
California
$267K +$3.52K +30 +1%
SF
1533
Symphony Financial
Texas
$266K -$37.5K -320 -13%
RWP
1534
Revolve Wealth Partners
New Jersey
$265K -$1.17K -10 -0.5%
OCM
1535
Osterweis Capital Management
California
$265K – – –
DWM
1536
Destination Wealth Management
California
$265K +$12.9K +110 +5%
EGM
1537
Engineers Gate Manager
New York
$265K +$37.5K +320 +17%
TW
1538
Traveka Wealth
California
$265K -$2.35K -20 -0.9%
AGC
1539
Aspen Grove Capital
Colorado
$262K – – –
MCM
1540
Monument Capital Management
Virginia
$262K – – –
SWM
1541
Steinberganna Wealth Management
New York
$262K -$3.52K -30 -1%
BWM
1542
BlackDiamond Wealth Management
New York
$262K +$213K +1,820 New
HCM
1543
Howland Capital Management
Massachusetts
$261K -$175K -1,490 -41%
BFA
1544
Buttonwood Financial Advisors
Maryland
$260K +$1.17K +10 +0.5%
SPC
1545
Spirepoint Private Client
Florida
$259K +$10.6K +90 +4%
MCM
1546
MV Capital Management
Maryland
$259K – – –
AWM
1547
Absher Wealth Management
North Carolina
$259K – – –
ACM
1548
Andina Capital Management
Utah
$258K +$2.35K +20 +1%
OCA
1549
OpenArc Corporate Advisory
Georgia
$258K +$249K +2,120 New
QWM
1550
Quadcap Wealth Management
Texas
$258K +$1.17K +10 +0.5%
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