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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1251
Heritage Trust
Oklahoma
$246K – – –
WF
1252
Welch & Forbes
Massachusetts
$246K – – –
CWM
1253
Cornerstone Wealth Management
Missouri
$244K – – –
RYIA
1254
Roehl & Yi Investment Advisors
Oregon
$243K -$5.76K -80 -2%
RZH
1255
Relyea Zuckerberg Hanson
Connecticut
$243K +$258K +3,580 New
PIA
1256
Pinion Investment Advisors
Kansas
$242K +$2.88K +40 +1%
PL
1257
Plancorp LLC
Missouri
$240K +$24.5K +340 +11%
WANY
1258
Wealthspire Advisors (New York)
New York
$239K +$254K +3,520 New
WFI
1259
West Family Investments
California
$239K +$254K +3,520 New
MW
1260
MBL Wealth
North Carolina
$238K +$20.9K +290 +9%
RFA
1261
Reyes Financial Architecture
California
$238K +$102K +1,420 +68%
SFA
1262
Souders Financial Advisors
Ohio
$237K -$59.1K -820 -19%
OL
1263
OneFund LLC
Florida
$237K -$4.32K -60 -2%
IA
1264
Integrity Alliance
Iowa
$235K +$249K +3,450 New
FUBT
1265
First United Bank & Trust
Maryland
$233K -$3.6K -50 -1%
IA
1266
IFC Advisors
California
$232K +$10.8K +150 +5%
PWG
1267
Portside Wealth Group
Utah
$232K +$246K +3,420 New
EL
1268
EWA LLC
Pennsylvania
$230K +$12.2K +170 +5%
WAM
1269
Walker Asset Management
Missouri
$229K – – –
KDA
1270
Kraft Davis & Associates
Missouri
$228K +$260K +3,610 New
BFC
1271
Blue Fin Capital
Rhode Island
$228K -$6.48K -90 -3%
OWM
1272
Orca Wealth Management
Florida
$227K +$8.64K +120 +4%
KA
1273
KLCM Advisors
Wisconsin
$226K – – –
MWP
1274
Madison Wealth Partners
Wisconsin
$224K – – –
MA
1275
MONECO Advisors
Connecticut
$221K +$234K +3,250 New
49 50
51
52 53