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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1051
Annex Advisory Services
Wisconsin
$466K -$54K -750 -10%
1WA
1052
180 Wealth Advisors
Washington
$466K -$280K -3,890 -36%
MAM
1053
McLean Asset Management
Virginia
$464K -$33.9K -470 -6%
CAMG
1054
CWA Asset Management Group
Florida
$460K +$73.5K +1,020 +18%
CFO
1055
Callan Family Office
Pennsylvania
$456K -$229K -3,180 -32%
JFGIW
1056
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$452K -$121K -1,680 -20%
VAS
1057
Vestmark Advisory Solutions
Massachusetts
$450K +$243K +3,380 +104%
AAS
1058
Ameritas Advisory Services
Nebraska
$449K – – –
LFA
1059
Legacy Financial Advisors
Kentucky
$447K +$79.2K +1,100 +20%
BWG
1060
Beta Wealth Group
California
$447K – – –
NFP
1061
Narus Financial Partners
Utah
$447K – – –
AI
1062
AdvisorShares Investments
Maryland
$444K +$468K +6,500 New
EW
1063
Elyxium Wealth
California
$442K +$468K +6,500 New
SFC
1064
SYM Financial Corp
Indiana
$440K +$84.3K +1,170 +22%
PP
1065
PDS Planning
Ohio
$440K +$42.5K +590 +10%
FFA
1066
Fragasso Financial Advisors
Pennsylvania
$440K +$40.3K +560 +9%
PFBT
1067
Parkside Financial Bank & Trust
Missouri
$439K +$21.6K +300 +5%
ACA
1068
Affinity Capital Advisors
California
$439K – – –
AA
1069
Alta Advisers
United Kingdom
$438K +$144K +2,000 +45%
ERWM
1070
Elk River Wealth Management
Colorado
$438K -$3.6K -50 -0.8%
T
1071
Transce3nd
Texas
$437K -$7.2K -100 -2%
DCM
1072
DGS Capital Management
New Jersey
$430K +$65.5K +910 +17%
CCB
1073
Cutter & Co Brokerage
Missouri
$430K +$200K +2,780 +79%
AIA
1074
Affinity Investment Advisors
California
$429K +$455K +6,310 New
GFG
1075
Greenberg Financial Group
Arizona
$425K +$208K +2,890 New
41 42
43
44 45