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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1401
Colonial Trust Advisors
South Carolina
$34.7K – – –
1IA
1402
1620 Investment Advisors
Massachusetts
$34.6K – – –
BHWM
1403
Beaird Harris Wealth Management
Texas
$33.4K +$25K +370 +231%
CIA
1404
Cape Investment Advisory
Georgia
$32.8K – – –
GCM
1405
Gables Capital Management
Florida
$32.1K – – –
KBFS
1406
Kohmann Bosshard Financial Services
Ohio
$32.1K +$34.5K +510 New
WTA
1407
Washington Trust Advisors
Massachusetts
$31.5K – – –
OLVIG
1408
Oliver Lagore Vanvalin Investment Group
Michigan
$30.9K +$4.73K +70 +17%
TH
1409
TCTC Holdings
Texas
$30.9K +$33.1K +490 New
PCWA
1410
Pacific Capital Wealth Advisors
California
$30.2K – – –
TIM
1411
Tortoise Investment Management
New York
$30.2K +$24.3K +360 +300%
LIS
1412
Legacy Investment Solutions
Idaho
$29.9K +$1.35K +20 +5%
LWMI
1413
Legacy Wealth Management (Idaho)
Idaho
$29.9K +$1.35K +20 +5%
GFPC
1414
Global Financial Private Client
Florida
$29K +$1.35K +20 +5%
ECM
1415
Estabrook Capital Management
New York
$27.7K – – –
APW
1416
Aventura Private Wealth
Florida
$27.7K +$29.7K +440 New
NRG
1417
Nemes Rush Group
Michigan
$25.8K +$7.43K +110 +37%
PWMA
1418
Pension & Wealth Management Advisors
Massachusetts
$25.1K +$26.4K +390 New
AGWCA
1419
Annis Gardner Whiting Capital Advisors
Florida
$23.3K -$5.41K -80 -18%
GSWM
1420
Golden State Wealth Management
California
$23.3K +$25K +370 New
RTL
1421
Red Tortoise LLC
Georgia
$22.7K – – –
SC
1422
SouthState Corp
Florida
$20.8K – – –
TC
1423
Tacita Capital
Ontario, Canada
$20.8K – – –
AWM
1424
Avior Wealth Management
Nebraska
$20.8K -$6.76K -100 -23%
DPW
1425
DiNuzzo Private Wealth
Pennsylvania
$20.2K -$676 -10 -3%
55 56
57
58 59