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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1301
Soltis Investment Advisors
Utah
$206K +$218K +3,030 New
KFS
1302
Kelly Financial Services
Massachusetts
$206K +$218K +3,030 New
PCMC
1303
Paragon Capital Management (Colorado)
Colorado
$205K +$218K +3,020 New
LD
1304
Lipe & Dalton
New York
$204K +$216K +3,000 New
WTG
1305
West Tower Group
Virginia
$204K -$144K -2,000 -40%
CG
1306
CFO4Life Group
Texas
$204K +$216K +3,000 New
HFAS
1307
Hummer Financial Advisory Services
Illinois
$204K +$216K +3,000 New
MCM
1308
Monument Capital Management
Virginia
$204K +$216K +3,000 New
PWP
1309
Private Wealth Partners
California
$204K +$216K +3,000 New
SW
1310
Solidarity Wealth
Utah
$204K +$216K +3,000 New
BMO
1311
Beck Mack & Oliver
New York
$203K +$215K +2,990 New
JSSH
1312
J. Safra Sarasin Holding
$201K +$213K +2,960 New
GSEP
1313
Golden State Equity Partners
California
$201K +$212K +2,950 New
CA
1314
CSM Advisors
Pennsylvania
$200K +$213K +2,960 New
ZBNA
1315
Zions Bancorporation, National Association
Utah
$200K +$212K +2,940 New
MMCM
1316
Murphy & Mullick Capital Management
New York
$197K – – –
EWP
1317
Elevation Wealth Partners
California
$195K +$720 +10 +0.3%
DWS
1318
Dynamic Wealth Strategies
California
$192K +$204K +2,830 New
FAM
1319
Flaharty Asset Management
Florida
$192K -$51.9K -720 -20%
CAL
1320
Capital Advisors Ltd
Ohio
$192K – – –
FFC
1321
First Financial Corp
Indiana
$185K – – –
GTAM
1322
Global Trust Asset Management
Florida
$184K -$345K -4,790 -64%
RFS
1323
Richardson Financial Services
Massachusetts
$178K +$6.48K +90 +4%
CM
1324
Capula Management
Cayman Islands
$178K -$186K -2,580 -50%
SIS
1325
Sound Income Strategies
Florida
$177K – – –
51 52
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