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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
1126
Astoria Portfolio Advisors
New York
$796K -$14.1K -120 -2%
VF
1127
Virtu Financial
New York
$794K +$767K +6,540 New
TVPW
1128
Third View Private Wealth
Connecticut
$793K +$766K +6,530 New
1WA
1129
180 Wealth Advisors
Washington
$788K -$1.17K -10 -0.2%
HAS
1130
HBW Advisory Services
California
$785K +$51.6K +440 +7%
ERWM
1131
Elk River Wealth Management
Colorado
$783K – – –
NAMM
1132
NorthStar Asset Management (Massachusetts)
Massachusetts
$773K +$746K +6,360 New
SSWM
1133
Smith Salley Wealth Management
North Carolina
$768K -$182K -1,550 -20%
WF
1134
WinCap Financial
Massachusetts
$764K +$738K +6,290 New
FFA
1135
Fragasso Financial Advisors
Pennsylvania
$764K -$2.35K -20 -0.3%
AIM
1136
Advyzon Investment Management
Illinois
$764K +$117K +1,000 +19%
MWM
1137
Modern Wealth Management
Kansas
$762K +$69.2K +590 +10%
1M
1138
1248 Management
Missouri
$747K -$480K -4,090 -40%
MPPLM
1139
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$746K +$379K +3,230 +111%
TCM
1140
Telos Capital Management
California
$746K -$16.4K -140 -2%
DE
1141
Diversified Enterprises
Delaware
$746K +$473K +4,030 +191%
TC
1142
TFR Capital
Texas
$741K +$3.52K +30 +0.5%
SFC
1143
SYM Financial Corp
Indiana
$741K +$9.38K +80 +1%
EWM
1144
Elite Wealth Management
Washington
$739K +$713K +6,080 New
LAM
1145
Lifestyle Asset Management
Texas
$736K -$215K -1,830 -23%
CFO
1146
Cambient Family Office
Michigan
$736K +$711K +6,060 New
FFA
1147
Florida Financial Advisors
Florida
$736K +$63.3K +540 +10%
TPWA
1148
Twin Peaks Wealth Advisors
California
$731K +$7.04K +60 +1%
KFP
1149
KMG Fiduciary Partners
Ohio
$730K +$1.17K +10 +0.2%
PWPS
1150
Pinnacle Wealth Planning Services
Ohio
$730K +$91.5K +780 +15%
44 45
46
47 48