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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1026
Wescott Financial Advisory Group
Pennsylvania
$232K +$200K +4,780 New
HKIMG
1027
Hutchens & Kramer Investment Management Group
Indiana
$231K +$199K +4,770 New
GWM
1028
Greenwich Wealth Management
Connecticut
$230K +$198K +4,750 New
BAM
1029
Blueshift Asset Management
New Jersey
$230K -$579K -13,850 -75%
MMA
1030
Miracle Mile Advisors
California
$229K -$22.1K -530 -10%
EWP
1031
Elevation Wealth Partners
California
$227K – – –
CAG
1032
Csenge Advisory Group
Florida
$227K +$196K +4,690 New
TCA
1033
Transcend Capital Advisors
New Jersey
$225K +$194K +4,640 New
KFGK
1034
Keystone Financial Group (Kentucky)
Kentucky
$224K +$193K +4,620 New
SFG
1035
StrategIQ Financial Group
Indiana
$220K +$190K +4,540 New
ET
1036
Equitable Trust
Tennessee
$220K +$189K +4,530 New
TIA
1037
Traphagen Investment Advisors
New Jersey
$218K -$63.5K -1,520 -25%
CIP
1038
Convergence Investment Partners
Florida
$218K +$188K +4,500 New
SPIA
1039
Steward Partners Investment Advisory
New York
$217K +$11.7K +280 +7%
PP
1040
PDS Planning
Ohio
$216K +$186K +4,450 New
PCP
1041
Proficio Capital Partners
Massachusetts
$216K +$186K +4,450 New
DWM
1042
Drive Wealth Management
Utah
$213K +$183K +4,390 New
QFA
1043
Quantum Financial Advisors
California
$213K +$183K +4,390 New
UCB
1044
United Community Bank
South Carolina
$212K -$20.9K -500 -10%
B
1045
Barings
North Carolina
$212K +$183K +4,370 New
PCIA
1046
Prime Capital Investment Advisors
Kansas
$212K +$182K +4,360 New
AIM
1047
Alhambra Investment Management
Florida
$211K +$182K +4,360 New
MCM
1048
Monument Capital Management
Virginia
$211K +$182K +4,360 New
PIA
1049
Perennial Investment Advisors
California
$210K +$181K +4,330 New
FWM
1050
Forza Wealth Management
Florida
$209K +$180K +4,300 New
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