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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1201
Valeo Financial Advisors
Indiana
$1.85M +$226K +1,137 +23%
WAP
1202
Wealthcare Advisory Partners
Pennsylvania
$1.85M -$291K -1,468 -19%
PTFIS
1203
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.85M -$310K -1,560 -20%
LTL
1204
Lowery Thomas LLC
California
$1.84M – – –
MW
1205
Marble Wealth
Alabama
$1.83M -$687K -3,461 -36%
RCA
1206
Resonant Capital Advisors
Wisconsin
$1.83M +$36.3K +183 +3%
DDC
1207
DF Dent & Co
Maryland
$1.83M – – –
AOWM
1208
Alpha Omega Wealth Management
Virginia
$1.83M -$196K -985 -14%
VWM
1209
Valley Wealth Managers
New Jersey
$1.82M -$378K -1,904 -24%
TCM
1210
Telos Capital Management
California
$1.82M -$8.93K -45 -0.7%
SSWM
1211
Smith Salley Wealth Management
North Carolina
$1.82M -$2.58K -13 -0.2%
QWP
1212
Quotient Wealth Partners
Texas
$1.82M -$58.6K -295 -5%
CWA
1213
CJM Wealth Advisers
Virginia
$1.81M – – –
PCP
1214
Proficio Capital Partners
Massachusetts
$1.81M +$1.19M +5,988 New
DWM
1215
Drive Wealth Management
Utah
$1.8M +$21.2K +107 +2%
PCA
1216
Pallas Capital Advisors
Massachusetts
$1.8M +$8.73K +44 +0.7%
WAS
1217
Winch Advisory Services
Wisconsin
$1.79M +$1.99K +10 +0.2%
JIC
1218
Joel Isaacson & Co
New York
$1.78M – – –
KP
1219
Keel Point
Alabama
$1.78M +$126K +635 +12%
SCM
1220
Sunbeam Capital Management
Georgia
$1.77M +$6.55K +33 +0.6%
TI
1221
TTP Investments
California
$1.77M +$397 +2 +0%
NRC
1222
New Republic Capital
North Carolina
$1.77M +$160K +804 +16%
CSPIA
1223
Cary Street Partners Investment Advisory
Virginia
$1.76M -$191K -961 -14%
VR
1224
Vision Retirement
New Jersey
$1.76M +$231K +1,164 +25%
BWA
1225
Basecamp Wealth Advisors
Washington
$1.75M +$11.7K +59 +1%
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