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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1051
Gold Investment Management
Alberta, Canada
$317K +$284K +5,460 New
DLA
1052
Douglas Lane & Associates
New York
$316K -$89.5K -1,720 -24%
MSFS
1053
Main Street Financial Solutions
Pennsylvania
$315K -$259K -4,970 -48%
GSIS
1054
Global Strategic Investment Solutions
Arizona
$312K – – –
HAS
1055
HBW Advisory Services
California
$311K +$6.25K +120 +2%
JBA
1056
Johnson Bixby & Associates
Washington
$311K – – –
HCM
1057
Howland Capital Management
Massachusetts
$310K – – –
CA
1058
Clearstead Advisors
Ohio
$309K -$172K -3,310 -38%
FMLI
1059
Fukoku Mutual Life Insurance
Japan
$307K – – –
PA
1060
Probity Advisors
Texas
$306K -$10.9K -210 -4%
OR
1061
Olympiad Research
Connecticut
$304K -$174K -3,350 -39%
DOA
1062
D'Orazio & Associates
Virginia
$303K +$271K +5,210 New
MWA
1063
Meridian Wealth Advisors
Texas
$302K -$54.7K -1,050 -17%
BEAM
1064
Baker Ellis Asset Management
Washington
$302K -$15.6K -300 -5%
VT
1065
Vise Technologies
New York
$302K -$121K -2,320 -31%
SQA
1066
Simon Quick Advisors
New Jersey
$301K +$26K +500 +11%
JAG
1067
Journey Advisory Group
Kentucky
$301K +$8.33K +160 +3%
AAP
1068
Arax Advisory Partners
Colorado
$301K +$25K +480 +10%
XT
1069
XTX Topco
Cayman Islands
$299K +$268K +5,140 New
WWM
1070
Wolff Wiese Magana
California
$298K -$10.4K -200 -4%
JWBC
1071
John W. Bristol & Co
New York
$298K – – –
B
1072
BetterWealth
California
$298K +$520 +10 +0.2%
WANY
1073
Wealthspire Advisors (New York)
New York
$295K +$264K +5,070 New
DWM
1074
Drive Wealth Management
Utah
$295K +$10.9K +210 +4%
CC
1075
Courier Capital
New York
$292K -$29.7K -570 -10%
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