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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WMWM
1076
Whitaker-Myers Wealth Managers
Ohio
$559K +$469K +6,240 New
SYBT
1077
Stock Yards Bank & Trust
Kentucky
$554K -$132K -1,750 -22%
PAS
1078
Parsonex Advisory Services
Colorado
$554K +$466K +6,190 New
NL
1079
NWAM LLC
Washington
$553K +$472K +6,280 New
FFA
1080
Fragasso Financial Advisors
Pennsylvania
$550K -$24.8K -330 -5%
BMA
1081
Brooks Moore & Associates
Tennessee
$549K – – –
TC
1082
TFR Capital
Texas
$544K +$14.3K +190 +3%
SF
1083
Summit Financial
New Jersey
$542K -$231K -3,070 -34%
RCAG
1084
Rehmann Capital Advisory Group
Michigan
$539K +$48.9K +650 +12%
CWA
1085
CJM Wealth Advisers
Virginia
$537K – – –
CAM
1086
Costello Asset Management
Pennsylvania
$537K – – –
KFP
1087
KMG Fiduciary Partners
Ohio
$537K – – –
BB
1088
Berkshire Bank
Massachusetts
$537K +$42.1K +560 +10%
LFA
1089
Legacy Financial Advisors
Kentucky
$537K -$44.4K -590 -9%
SFC
1090
SYM Financial Corp
Indiana
$535K -$38.4K -510 -8%
LAM
1091
L2 Asset Management
Massachusetts
$533K +$18.8K +250 +4%
WAS
1092
Winch Advisory Services
Wisconsin
$530K +$752 +10 +0.2%
GCM
1093
Gallacher Capital Management
Colorado
$530K +$143K +1,900 +47%
JIC
1094
Joel Isaacson & Co
New York
$529K – – –
CBA
1095
Coastal Bridge Advisors
Connecticut
$528K +$444K +5,900 New
AAS
1096
Ameritas Advisory Services
Nebraska
$526K -$84.3K -1,120 -16%
KFGK
1097
Keystone Financial Group (Kentucky)
Kentucky
$526K – – –
EFG
1098
Ethos Financial Group
Pennsylvania
$526K +$102K +1,350 +30%
EH
1099
Equitable Holdings
New York
$525K +$9.03K +120 +2%
PSP
1100
Principal Street Partners
Tennessee
$525K +$441K +5,860 New
42 43
44
45 46