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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
976
Boothbay Fund Management
New York
$310K +$81.1K +1,690 +33%
TIA
977
Tiemann Investment Advisors
California
$308K -$24K -500 -7%
ECM
978
Everence Capital Management
Indiana
$307K +$321K +6,700 New
GC
979
Globeflex Capital
California
$305K – – –
SWM
980
Silverlake Wealth Management
Vermont
$305K +$318K +6,640 New
MAM
981
MWA Asset Management
Massachusetts
$304K +$317K +6,620 New
SMA
982
Sage Mountain Advisors
Georgia
$302K -$5.75K -120 -2%
NFP
983
Narus Financial Partners
Utah
$302K – – –
SAM
984
SP Asset Management
California
$299K – – –
GWS
985
Glassman Wealth Services
Virginia
$299K -$98.3K -2,050 -24%
ERWM
986
Elk River Wealth Management
Colorado
$298K – – –
LFA
987
Legacy Financial Advisors
Kentucky
$298K +$3.36K +70 +1%
CAG
988
Csenge Advisory Group
Florida
$297K +$85.4K +1,780 +38%
CBFP
989
Cedar Brook Financial Partners
Ohio
$294K -$40.3K -840 -12%
FAIM
990
Financial Advocates Investment Management
Washington
$293K +$1.44K +30 +0.5%
CFP
991
Catalyst Financial Partners
Massachusetts
$293K +$45.6K +950 +17%
SWM
992
Shelton Wealth Management
Texas
$292K -$21.1K -440 -6%
DI
993
DFPG Investments
Utah
$290K +$6.24K +130 +2%
EWA
994
EverSource Wealth Advisors
Alabama
$287K +$35.5K +740 +13%
MWA
995
Meridian Wealth Advisors
Texas
$287K – – –
NF
996
Nikulski Financial
Iowa
$285K +$21.6K +450 +8%
FFP
997
FourThought Financial Partners
Florida
$285K – – –
TC
998
TownSquare Capital
Utah
$284K +$296K +6,180 New
STA
999
Summit Trail Advisors
New York
$282K +$1.44K +30 +0.5%
VWM
1000
Valley Wealth Managers
New Jersey
$281K +$7.19K +150 +3%
38 39
40
41 42