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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
676
Walled Lake Planning & Wealth Management
Illinois
$3K – – –
CIM
677
Contravisory Investment Management
Massachusetts
$3K +$3.54K +220 New
RWM
678
Raffa Wealth Management
District of Columbia
$2.59K +$805 +50 +38%
AWA
679
Arkadios Wealth Advisors
Georgia
$2.3K – – –
FANJ
680
Financial Architects (New Jersey)
New Jersey
$2K -$1.45K -90 -43%
HI
681
Hudock Inc
Pennsylvania
$2K – – –
LPWM
682
Lake Point Wealth Management
Texas
$2K – – –
BFC
683
Bedel Financial Consulting
Indiana
$2K +$322 +20 +13%
EI
684
Ellevest Inc
New York
$2K +$1.45K +90 +300%
IFAM
685
Institutional & Family Asset Management
Colorado
$2K +$1.93K +120 New
WAP
686
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.93K +120 New
PWMG
687
Prestige Wealth Management Group
New Jersey
$2K +$2.09K +130 New
SSB
688
Sandy Spring Bank
Maryland
$2K +$2.09K +130 New
SC
689
Solstein Capital
California
$2K +$2.42K +150 New
FP
690
Financial Perspectives
Minnesota
$1.89K – – –
AIM
691
Anchor Investment Management
South Carolina
$1.73K +$1.93K +120 New
AWM
692
Avior Wealth Management
Nebraska
$1K – – –
FHA
693
Flagship Harbor Advisors
Massachusetts
$1K – – –
GTAM
694
Global Trust Asset Management
Florida
$1K – – –
TFA
695
Transamerica Financial Advisors
Florida
$1K – – –
EWM
696
Endurance Wealth Management
Rhode Island
$1K +$644 +40 New
CAN
697
Claraphi Advisory Network
United States
$1K +$1.13K +70 New
GEA
698
Glen Eagle Advisors
New Jersey
$431 -$2.9K -180 -86%
WIM
699
Westside Investment Management
California
$16 +$18.2K +1,130 New
AIM
700
Artemis Investment Management
United Kingdom
– -$36.2M -2,035,290 Closed
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