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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OR
901
Olympiad Research
Connecticut
$299K +$295K +7,490 New
FCA
902
FLC Capital Advisors
California
$298K +$15.8K +400 +6%
CW
903
CreativeOne Wealth
Kansas
$297K -$22.9K -580 -7%
CBFP
904
Cedar Brook Financial Partners
Ohio
$295K -$1.97K -50 -0.7%
ECM
905
Evergreen Capital Management
Washington
$293K -$2.76K -70 -0.9%
HT
906
Heritage Trust
Oklahoma
$291K -$15.4K -390 -5%
RFC
907
Regions Financial Corp
Alabama
$290K +$54K +1,370 +23%
SCM
908
SevenOneSeven Capital Management
Pennsylvania
$290K -$130K -3,300 -31%
SPC
909
Sigma Planning Corp
Michigan
$289K -$30K -760 -10%
FWP
910
FAS Wealth Partners
Kansas
$289K +$3.94K +100 +1%
BMA
911
Brooks Moore & Associates
Tennessee
$289K -$59.1K -1,500 -17%
FFM
912
Forum Financial Management
Illinois
$287K -$394 -10 -0.1%
AAS
913
Annex Advisory Services
Wisconsin
$284K -$394 -10 -0.1%
HNWA
914
Henrickson Nauta Wealth Advisors
Michigan
$282K – – –
WA
915
WBH Advisory
Maryland
$280K +$276K +7,010 New
ACA
916
Affinity Capital Advisors
California
$279K – – –
TIMH
917
Tilt Investment Management Holdings
New York
$277K +$37.8K +960 +15%
SWM
918
Shelton Wealth Management
Texas
$276K -$102K -2,590 -27%
FC
919
Forte Capital
New York
$275K -$15.4K -390 -5%
VT
920
Vise Technologies
New York
$275K +$272K +6,900 New
QCG
921
Quadrant Capital Group
Ohio
$273K -$2.76K -70 -1%
TF
922
Trek Financial
Arizona
$272K +$268K +6,810 New
TCOV
923
Trust Company of Vermont
Vermont
$271K +$41.4K +1,050 +18%
NFC
924
Northeast Financial Consultants
Connecticut
$271K -$110K -2,800 -29%
WCM
925
Whitener Capital Management
North Carolina
$269K -$78.8K -2,000 -23%
35 36
37
38 39