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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1076
Aquatic Capital Management
Illinois
$462K +$414K +5,600 New
ABC
1077
Associated Banc-Corp
Wisconsin
$455K -$739 -10 -0.2%
TSW
1078
Three Seasons Wealth
Utah
$454K +$407K +5,510 New
GRP
1079
Global Retirement Partners
California
$454K +$85.7K +1,160 +27%
TCM
1080
Telos Capital Management
California
$453K – – –
DWM
1081
Drive Wealth Management
Utah
$453K +$13.3K +180 +3%
DOA
1082
D'Orazio & Associates
Virginia
$452K +$13.3K +180 +3%
HAS
1083
HBW Advisory Services
California
$452K +$10.3K +140 +3%
SEIA
1084
Signature Estate & Investment Advisors
California
$451K +$404K +5,470 New
MIM
1085
Morningstar Investment Management
Illinois
$451K – – –
JBA
1086
Johnson Bixby & Associates
Washington
$441K – – –
EIG
1087
Ellenbecker Investment Group
Wisconsin
$440K +$394K +5,340 New
HCM
1088
Howland Capital Management
Massachusetts
$440K – – –
BWG
1089
Beta Wealth Group
California
$440K – – –
GSIS
1090
Global Strategic Investment Solutions
Arizona
$437K -$4.43K -60 -1%
CF
1091
Centaurus Financial
California
$436K -$40.6K -550 -9%
FMLI
1092
Fukoku Mutual Life Insurance
Japan
$435K – – –
PPWP
1093
Premier Path Wealth Partners
New Jersey
$433K +$53.9K +730 +16%
LIM
1094
Leavell Investment Management
Alabama
$430K +$13.3K +180 +4%
MWA
1095
Meridian Wealth Advisors
Texas
$429K – – –
BEAM
1096
Baker Ellis Asset Management
Washington
$429K – – –
SWM
1097
Shelton Wealth Management
Texas
$428K -$30.3K -410 -7%
B
1098
BetterWealth
California
$428K – – –
DMBA
1099
Deseret Mutual Benefit Administrators
Utah
$427K – – –
PP
1100
PDS Planning
Ohio
$426K +$35.5K +480 +10%
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