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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
726
Tarbox Family Office
California
$6K +$2.01K +120 +52%
MA
727
MUFG Americas
New York
$5K – – –
WWM
728
Willingdon Wealth Management
North Carolina
$4K – – –
FANJ
729
Financial Architects (New Jersey)
New Jersey
$4K +$1.51K +90 +75%
TT
730
TI-Trust
Illinois
$4K +$3.35K +200 New
EWA
731
Evolution Wealth Advisors
Florida
$4K +$3.86K +230 New
GEA
732
Glen Eagle Advisors
New Jersey
$3.74K – – –
SWA
733
Sutton Wealth Advisors
Florida
$3.38K – – –
BFC
734
Bedel Financial Consulting
Indiana
$3K +$2.52K +150 New
LPWM
735
Lake Point Wealth Management
Texas
$3K +$2.52K +150 New
HI
736
Hudock Inc
Pennsylvania
$3K +$2.85K +170 New
MIM
737
Macroview Investment Management
Maryland
$3K +$3.02K +180 New
WLPWM
738
Walled Lake Planning & Wealth Management
Illinois
$3K +$3.19K +190 New
AWA
739
Arkadios Wealth Advisors
Georgia
$2.86K +$2.68K +160 New
LP
740
LMR Partners
United Kingdom
$2.35K +$2.21M +131,920 New
FP
741
Financial Perspectives
Minnesota
$2.33K +$2.18K +130 New
RWM
742
Raffa Wealth Management
District of Columbia
$2.32K – – –
ED
743
Exane Derivatives
France
$2.31K – – –
TFA
744
Transamerica Financial Advisors
Florida
$2K -$335 -20 -22%
FPFS
745
First Personal Financial Services
North Carolina
$2K – – –
PWP
746
Personal Wealth Partners
Minnesota
$2K – – –
ADL
747
Asset Dedication LLC
California
$2K +$1.68K +100 New
FHA
748
Flagship Harbor Advisors
Massachusetts
$2K +$1.68K +100 New
TCWM
749
Total Clarity Wealth Management
Illinois
$2K +$1.84K +110 New
FIB
750
First Interstate Bank
Montana
$2K +$2.01K +120 New
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