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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
1351
Genesis Private Wealth
Virginia
$312K +$35.5K +380 +15%
FWA
1352
FSM Wealth Advisors
Ohio
$309K +$42K +450 +19%
ML
1353
McAdam LLC
Pennsylvania
$309K +$40.1K +430 +18%
FAM
1354
Flaharty Asset Management
Florida
$305K – – –
CAS
1355
Coppell Advisory Solutions
Texas
$302K -$52.2K -560 -16%
BWM
1356
Brickley Wealth Management
California
$302K +$5.6K +60 +2%
CAM
1357
Cozad Asset Management
Illinois
$302K +$14K +150 +6%
LA
1358
LM Advisors
California
$302K -$93.3K -1,000 -26%
SC
1359
SummitTX Capital
Texas
$301K +$260K +2,790 New
SWM
1360
Segment Wealth Management
Texas
$300K – – –
VHAM
1361
Van Hulzen Asset Management
California
$299K – – –
RFS
1362
Richardson Financial Services
Massachusetts
$299K – – –
UWPG
1363
Ullmann Wealth Partners Group
Florida
$299K – – –
CCC
1364
Compass Capital Corp
Massachusetts
$298K +$14K +150 +6%
WSWA
1365
Warren Street Wealth Advisors
California
$296K +$9.33K +100 +4%
BAM
1366
Boyar Asset Management
New York
$294K – – –
KLCM
1367
KG&L Capital Management
Louisiana
$294K +$255K +2,730 New
BAM
1368
Berkshire Asset Management
Pennsylvania
$293K -$23.3K -250 -8%
FFC
1369
First Financial Corp
Indiana
$293K – – –
BAS
1370
Breakthru Advisory Services
Wisconsin
$293K +$254K +2,720 New
FHA
1371
Flagship Harbor Advisors
Massachusetts
$293K +$11.2K +120 +5%
KWA
1372
Kingswood Wealth Advisors
California
$292K +$8.4K +90 +3%
BHCM
1373
Brevan Howard Capital Management
Jersey
$291K -$4.32M -46,320 -94%
B
1374
BetterWealth
California
$289K – – –
MIFH
1375
Migdal Insurance & Financial Holdings
Israel
$288K +$9.33K +100 +4%
53 54
55
56 57