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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
1526
Gilman Hill Asset Management
Connecticut
$399K – – –
FIA
1527
Foundations Investment Advisors
Arizona
$399K +$23.4K +160 +6%
ST
1528
Spinnaker Trust
Maine
$398K – – –
IFA
1529
Index Fund Advisors
California
$398K +$395K +2,700 New
B
1530
BetterWealth
California
$394K – – –
CAM
1531
Claret Asset Management
Quebec, Canada
$391K -$7.32K -50 -2%
LA
1532
Latitude Advisors
Florida
$391K -$32.2K -220 -8%
MW
1533
MBL Wealth
North Carolina
$390K -$2.93K -20 -0.7%
BAM
1534
Boyar Asset Management
New York
$390K – – –
OFA
1535
Orographic Financial Advisors
Colorado
$390K +$388K +2,650 New
MA
1536
MONECO Advisors
Connecticut
$389K -$110K -750 -22%
UAG
1537
United Advisor Group
Ohio
$389K – – –
CAWM
1538
Capital Advisors Wealth Management
Washington
$387K – – –
LA
1539
Legacy Advisors
Pennsylvania
$386K -$42.4K -290 -10%
GFG
1540
Greystone Financial Group
Michigan
$386K -$1.58M -10,790 -80%
CIC
1541
Carnegie Investment Counsel
Ohio
$386K -$55.6K -380 -13%
SQA
1542
Simon Quick Advisors
New Jersey
$385K -$52.7K -360 -12%
BW
1543
Blalock Williams
Alabama
$384K +$49.7K +340 +15%
FGG
1544
Financial Guidance Group
Florida
$383K – – –
GA
1545
Goldstein Advisors
Wisconsin
$383K +$23.4K +160 +7%
DWP
1546
Daymark Wealth Partners
Ohio
$380K -$29.3K -200 -7%
5NPW
1547
55 North Private Wealth
Florida
$380K -$8.78K -60 -2%
OL
1548
Odyssean LLC
Connecticut
$380K +$377K +2,580 New
LWAM
1549
Legacy Wealth Asset Management
Minnesota
$378K +$14.6K +100 +4%
BHPW
1550
Beverly Hills Private Wealth
California
$377K -$1.28M -8,780 -77%
60 61
62
63 64