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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1626
Absher Wealth Management
North Carolina
$314K – – –
MVF
1627
Markin Volterra Fund
New York
$311K -$42.4K -290 -12%
TBT
1628
Texas Bank & Trust
Texas
$311K – – –
CA
1629
Cornerstone Advisory
Maryland
$311K +$13.2K +90 +4%
LWPC
1630
Legacy Wealth Partners (Colorado)
Colorado
$309K +$19K +130 +7%
HR
1631
Hardy Reed
Mississippi
$309K +$8.78K +60 +3%
QC
1632
Quantessence Capital
New York
$309K +$307K +2,100 New
GWM
1633
Greenline Wealth Management
Florida
$307K +$21.9K +150 +8%
TAM
1634
Titleist Asset Management
Texas
$307K +$304K +2,080 New
SCTC
1635
Sanibel Captiva Trust Company
Florida
$306K +$5.85K +40 +2%
EV
1636
EJMK Ventures
Illinois
$306K +$304K +2,080 New
IPW
1637
Inlet Private Wealth
Florida
$306K – – –
BWM
1638
BlackDiamond Wealth Management
New York
$305K +$36.6K +250 +14%
CWA
1639
Centennial Wealth Advisory
Michigan
$305K +$51.2K +350 +20%
MAC
1640
Mason & Associates (California)
California
$304K – – –
BAMG
1641
Brand Asset Management Group
Missouri
$303K +$16.1K +110 +6%
ESC
1642
Eurizon SLJ Capital
$303K +$301K +2,060 New
CAAS
1643
Capital Asset Advisory Services
Michigan
$301K -$14.6K -100 -6%
PMFA
1644
Plante Moran Financial Advisors
Michigan
$300K – – –
TP
1645
TritonPoint Partners
Maryland
$300K +$14.6K +100 +5%
ZWA
1646
Zinnia Wealth Advisory
Florida
$299K – – –
FFS
1647
Founders Financial Securities
Maryland
$297K +$252K +1,720 New
GWM
1648
Goldenstone Wealth Management
California
$297K +$20.5K +140 +7%
OCWP
1649
Owl Creek Wealth Partners
Colorado
$296K +$294K +2,010 New
OWM
1650
OneAscent Wealth Management
Alabama
$296K -$57.1K -390 -16%
64 65
66
67 68