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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1201
Avion Wealth
Texas
$3K +$2.09K +50 +167%
TVWM
1202
Tower View Wealth Management
Wisconsin
$3K +$2.92K +70 New
TFA
1203
Toth Financial Advisory
Virginia
$2.91K -$3.76K -90 -60%
AWM
1204
Avior Wealth Management
Nebraska
$2.91K – – –
NSIM
1205
North Star Investment Management
Illinois
$2.91K – – –
TIM
1206
Tortoise Investment Management
New York
$2.91K – – –
MWM
1207
Mascoma Wealth Management
New Hampshire
$2.49K – – –
MFT
1208
Moisand Fitzgerald Tamayo
Florida
$2.43K – – –
MHR
1209
Matthew Hamilton Rosenberg
$2.42K – – –
CAL
1210
Capital Advisors Ltd
Ohio
$2K -$836 -20 -33%
AA
1211
Ancora Advisors
Ohio
$1.55K +$1.25K +30 New
TWD
1212
True Wealth Design
Ohio
$1.46K – – –
AP
1213
Arlington Partners
Alabama
$1.46K – – –
HWP
1214
Highline Wealth Partners
California
$1.46K – – –
GFPC
1215
Global Financial Private Client
Florida
$1.45K – – –
TFA
1216
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
1217
TS Financial Group (TSFG)
Illinois
$1K +$836 +20 New
FSWA
1218
Financial Synergies Wealth Advisors
Texas
$971 – – –
TFM
1219
TFC Financial Management
Massachusetts
$971 – – –
CTWM
1220
Cherry Tree Wealth Management
Minnesota
$971 +$836 +20 New
UFF
1221
USA Financial Formulas
Michigan
$970 – – –
FA
1222
Fiduciary Alliance
South Carolina
$970 +$836 +20 New
CAS
1223
Coppell Advisory Solutions
Texas
$954 +$836 +20 New
SWA
1224
SOA Wealth Advisors
New York
$496 – – –
CA
1225
Crewe Advisors
Utah
$486 +$418 +10 New
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