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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
951
Values First Advisors
Tennessee
$325K +$23K +550 +9%
DSC
952
Duncker Streett & Co
Missouri
$324K – – –
GC
953
Globeflex Capital
California
$323K -$65.6K -1,570 -19%
BTWM
954
Baker Tilly Wealth Management
Wisconsin
$322K +$1.25K +30 +0.5%
NFP
955
Narus Financial Partners
Utah
$319K – – –
PA
956
Probity Advisors
Texas
$317K +$273K +6,530 New
SAM
957
SP Asset Management
California
$316K – – –
ERWM
958
Elk River Wealth Management
Colorado
$315K – – –
DMBA
959
Deseret Mutual Benefit Administrators
Utah
$314K -$2.09K -50 -0.8%
LFA
960
Legacy Financial Advisors
Kentucky
$311K +$11.3K +270 +4%
FAIM
961
Financial Advocates Investment Management
Washington
$309K -$135K -3,230 -34%
JIP
962
Jaffetilchin Investment Partners
Florida
$308K +$266K +6,360 New
JSW
963
Journey Strategic Wealth
New Jersey
$308K -$99.4K -2,380 -27%
FFA
964
First Foundation Advisors
California
$303K -$88.2K -2,110 -25%
MWA
965
Meridian Wealth Advisors
Texas
$303K – – –
FFP
966
FourThought Financial Partners
Florida
$301K -$6.27K -150 -2%
WG
967
Winton Group
United Kingdom
$301K -$1.73M -41,330 -87%
STA
968
Summit Trail Advisors
New York
$297K -$12.1K -290 -5%
FP
969
Foundry Partners
Minnesota
$296K – – –
IFG
970
Independent Financial Group
California
$294K -$20.5K -490 -7%
WAM
971
Watershed Asset Management
California
$294K +$253K +6,060 New
WAS
972
Winch Advisory Services
Wisconsin
$292K – – –
WWM
973
Wolff Wiese Magana
California
$292K – – –
CWA
974
CJM Wealth Advisers
Virginia
$291K – – –
VWM
975
Valley Wealth Managers
New Jersey
$290K -$7.52K -180 -3%
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