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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
1176
Glass Jacobson Investment Advisors
Maryland
$218K +$16.1K +310 +9%
CFGS
1177
Concourse Financial Group Securities
Alabama
$217K +$130K +2,500 +202%
BSI
1178
Bennett Selby Investments
Maine
$217K -$36.4K -700 -16%
EWP
1179
Elevation Wealth Partners
California
$215K – – –
MA
1180
Mezzasalma Advisors
New Jersey
$215K +$193K +3,700 New
OCM
1181
Objective Capital Management
Ohio
$213K +$191K +3,660 New
WQ
1182
Wealth Quarterback
New Jersey
$212K +$190K +3,650 New
SEC
1183
Seven Eight Capital
New York
$212K -$359K -6,900 -65%
KWM
1184
Kolinsky Wealth Management
New Jersey
$212K +$189K +3,640 New
BTI
1185
Blue Trust Inc
Georgia
$211K -$578K -11,110 -71%
PWP
1186
Phillips Wealth Planners
Mississippi
$211K +$186K +3,570 New
HT
1187
Heritage Trust
Oklahoma
$210K -$328K -6,300 -64%
9WM
1188
9258 Wealth Management
Ohio
$210K +$188K +3,610 New
BFA
1189
Bill Few Associates
Pennsylvania
$210K +$188K +3,610 New
DCM
1190
DGS Capital Management
New Jersey
$209K +$187K +3,590 New
WMA
1191
Wealth Management Associates
New Jersey
$209K +$187K +3,590 New
WA
1192
Wealth Architects
California
$208K +$186K +3,580 New
OL
1193
OneFund LLC
Florida
$208K +$186K +3,580 New
OWA
1194
Octavia Wealth Advisors
Ohio
$208K +$186K +3,580 New
FAM
1195
Flaharty Asset Management
Florida
$206K -$26K -500 -12%
MRCM
1196
M&R Capital Management
New Jersey
$206K +$79.6K +1,530 +76%
PWMG
1197
Provence Wealth Management Group
California
$204K -$72.3K -1,390 -28%
TNBTD
1198
Trustmark National Bank Trust Department
Mississippi
$203K +$182K +3,500 New
DCM
1199
Driehaus Capital Management
Illinois
$203K +$182K +3,490 New
KA
1200
Kovack Advisors
Florida
$203K +$182K +3,490 New
46 47
48
49 50