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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1226
Sunbelt Securities
Texas
$300K -$25.1K -320 -8%
PWMG
1227
Prestige Wealth Management Group
New Jersey
$300K -$2.35K -30 -0.8%
HI
1228
Harbour Investments
Wisconsin
$299K +$18K +230 +6%
MW
1229
Marcum Wealth
Ohio
$297K +$11.8K +150 +4%
AIM
1230
Alhambra Investment Management
Florida
$297K +$16.5K +210 +6%
AWM
1231
Aprio Wealth Management
Georgia
$297K +$5.49K +70 +2%
SAF
1232
Smith Anglin Financial
Texas
$297K – – –
FCCM
1233
First City Capital Management
Georgia
$296K – – –
BSI
1234
Bennett Selby Investments
Maine
$293K – – –
AWM
1235
Ariadne Wealth Management
California
$290K +$331K +4,220 New
GIA
1236
Gladstone Institutional Advisory
Florida
$287K -$826K -10,530 -74%
AFG
1237
Argent Financial Group
Louisiana
$287K +$290K +3,700 New
PFGIA
1238
Patriot Financial Group Insurance Agency
Massachusetts
$286K +$63.6K +810 +28%
WHCI
1239
W.H. Cornerstone Investments
Massachusetts
$286K -$52.6K -670 -15%
WQ
1240
Wealth Quarterback
New Jersey
$284K – – –
C
1241
Certuity
Florida
$284K +$25.1K +320 +10%
CFO
1242
CVA Family Office
Colorado
$283K +$10.2K +130 +4%
LCC
1243
Lincoln Capital Corp
Rhode Island
$283K -$15.7K -200 -5%
BFC
1244
Blue Fin Capital
Rhode Island
$280K -$17.3K -220 -6%
MPM
1245
MBB Public Markets
Illinois
$279K -$7.2M -91,810 -96%
KHCM
1246
Kirtland Hills Capital Management
Ohio
$277K +$281K +3,580 New
OBWG
1247
Onyx Bridge Wealth Group
New York
$277K -$18K -230 -6%
NRC
1248
New Republic Capital
North Carolina
$277K +$13.3K +170 +5%
BWP
1249
BSW Wealth Partners
Colorado
$276K +$52.6K +670 +23%
WANY
1250
Wealthspire Advisors (New York)
New York
$276K +$66.7K +850 +31%
48 49
50
51 52