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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1051
Valley Wealth Managers
New Jersey
$497K -$44.3K -600 -9%
CWA
1052
CJM Wealth Advisers
Virginia
$497K – – –
MS
1053
Maven Securities
Jersey
$495K -$384K -5,200 -46%
LFA
1054
Legacy Financial Advisors
Kentucky
$493K -$8.87K -120 -2%
M
1055
MOTCO
Texas
$493K -$25.9K -350 -6%
AI
1056
AdvisorShares Investments
Maryland
$493K -$197K -2,670 -31%
EH
1057
Equitable Holdings
New York
$491K +$44.3K +600 +11%
WAS
1058
Winch Advisory Services
Wisconsin
$488K – – –
GIA
1059
Gateway Investment Advisers
Ohio
$486K -$11.1K -150 -2%
TIA
1060
Tiemann Investment Advisors
California
$484K -$48K -650 -10%
APP
1061
Avantax Planning Partners
Iowa
$483K -$36.9K -500 -8%
GBT
1062
Grove Bank & Trust
Florida
$480K -$3.69K -50 -0.9%
JSW
1063
Journey Strategic Wealth
New Jersey
$479K +$90.9K +1,230 +27%
CFO
1064
Callan Family Office
Pennsylvania
$477K +$428K +5,790 New
RCAG
1065
Rehmann Capital Advisory Group
Michigan
$477K +$37.7K +510 +10%
FAIM
1066
Financial Advocates Investment Management
Washington
$474K -$95.3K -1,290 -18%
WCM
1067
Whitener Capital Management
North Carolina
$474K – – –
TWM
1068
Trueblood Wealth Management
Ohio
$472K – – –
AAP
1069
Arax Advisory Partners
Colorado
$472K +$31K +420 +8%
LA
1070
LVW Advisors
New York
$472K +$41.4K +560 +11%
UWS
1071
Unique Wealth Strategies
Illinois
$470K – – –
AFA
1072
AA Financial Advisors
Ohio
$467K +$11.1K +150 +3%
CFG
1073
Citizens Financial Group
Rhode Island
$467K +$154K +2,090 +59%
AM
1074
AGF Management
Ontario, Canada
$464K +$416K +5,630 New
PTC
1075
Philadelphia Trust Company
Pennsylvania
$462K – – –
41 42
43
44 45