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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1251
Nolet Wealth Management
Texas
$538K +$520K +4,430 New
EI
1252
Ellevest Inc
New York
$532K -$28.1K -240 -5%
BFG
1253
Berger Financial Group
Minnesota
$531K – – –
AP
1254
Anchyra Partners
Georgia
$531K +$513K +4,370 New
SFA
1255
Souders Financial Advisors
Ohio
$530K +$41.1K +350 +9%
AFP
1256
Ausdal Financial Partners
Iowa
$528K -$48.1K -410 -9%
QFA
1257
Quantum Financial Advisors
California
$528K +$1.17K +10 +0.2%
HPBT
1258
Hickory Point Bank & Trust
Illinois
$527K -$23.5K -200 -4%
EFG
1259
Everhart Financial Group
Ohio
$526K +$3.52K +30 +0.7%
ACA
1260
Affinity Capital Advisors
California
$524K +$65.7K +560 +15%
GWM
1261
Gilpin Wealth Management
Colorado
$522K +$504K +4,300 New
VAG
1262
VisionPoint Advisory Group
Texas
$522K +$99.7K +850 +25%
AOWM
1263
Asset One Wealth Management
Washington
$519K +$432K +3,680 New
AAMC
1264
Asset Allocation & Management Company
Illinois
$518K – – –
CS
1265
Clear Street
New York
$516K +$498K +4,250 New
PCS
1266
Personal CFO Solutions
New Jersey
$516K +$49.3K +420 +11%
SCM
1267
Silvant Capital Management
Georgia
$515K – – –
SCM
1268
SB Capital Management
California
$515K +$497K +4,240 New
TIA
1269
Tiemann Investment Advisors
California
$513K -$70.4K -600 -12%
CIAM
1270
Caitong International Asset Management
Hong Kong
$513K +$493K +4,200 +21,000%
KCP
1271
Kera Capital Partners
California
$511K +$18.8K +160 +5%
ICP
1272
Interchange Capital Partners
Pennsylvania
$508K -$16.4K -140 -3%
CH
1273
Cromwell Holdings
Wyoming
$505K – – –
KLCM
1274
KG&L Capital Management
Louisiana
$502K +$164K +1,400 +51%
HBW
1275
Hazlett, Burt & Watson
West Virginia
$501K +$141K +1,200 +41%
49 50
51
52 53