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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1726
Clear Creek Financial Management
Washington
$248K +$246K +1,680 New
GFWA
1727
Grey Fox Wealth Advisors
Delaware
$248K – – –
WE
1728
Wealth Effects
Massachusetts
$247K – – –
DBRC
1729
D.B. Root & Company
Pennsylvania
$247K +$246K +1,680 New
TAM
1730
Trillium Asset Management
Massachusetts
$247K +$4.39K +30 +2%
SPWG
1731
Syntegra Private Wealth Group
Missouri
$244K -$21.9K -150 -8%
HIM
1732
Hanlon Investment Management
New Jersey
$244K +$243K +1,660 New
SCP
1733
Sivia Capital Partners
California
$244K +$243K +1,660 New
RB
1734
Renasant Bank
Mississippi
$243K -$8.78K -60 -4%
PCM
1735
Park Capital Management
Wisconsin
$241K +$240K +1,640 New
GA
1736
Greenspring Advisors
Maryland
$240K +$238K +1,630 New
CCAL
1737
City Center Advisors LLC
Michigan
$240K +$238K +1,630 New
DAS
1738
DMKC Advisory Services
Iowa
$240K -$49.7K -340 -17%
CSIC
1739
Clifford Swan Investment Counsel
California
$240K +$238K +1,630 New
UWP
1740
Uniting Wealth Partners
Kansas
$240K +$238K +1,630 New
MHC
1741
May Hill Capital
Massachusetts
$238K -$16.1K -110 -6%
TWM
1742
TopTier Wealth Management
Wisconsin
$238K +$236K +1,610 New
FC
1743
FCA Corp
Texas
$236K +$234K +1,600 New
WFG
1744
Wormser Freres Gestion
France
$235K -$2.93K -20 -1%
RA
1745
Riversedge Advisors
Delaware
$234K +$233K +1,590 New
FC
1746
FORA Capital
Florida
$234K +$233K +1,590 New
PE
1747
PCM Encore
Colorado
$233K +$231K +1,580 New
HH
1748
Hilltop Holdings
Texas
$233K -$1.48M -10,130 -87%
CWA
1749
CogentBlue Wealth Advisors
Tennessee
$233K +$231K +1,580 New
IWA
1750
Icon Wealth Advisors
Texas
$231K +$186K +1,270 New
68 69
70
71 72