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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KV
1401
Kickstand Ventures
New York
$269K – – –
HWM
1402
Hemington Wealth Management
Virginia
$269K +$14K +150 +6%
TPBG
1403
Turning Point Benefit Group
Maryland
$269K +$222K +2,380 New
PWAM
1404
Private Wealth Asset Management
Iowa
$267K -$88.6K -950 -28%
SEIA
1405
Signature Estate & Investment Advisors
California
$267K +$2.8K +30 +1%
DWP
1406
Daymark Wealth Partners
Ohio
$265K +$230K +2,460 New
JCM
1407
Jacobsen Capital Management
Utah
$264K +$9.33K +100 +4%
CAL
1408
Capital Analysts LLC
Pennsylvania
$264K +$14K +150 +7%
OFS
1409
OneAscent Financial Services
Alabama
$264K -$131K -1,400 -36%
PWA
1410
Providence Wealth Advisors
Illinois
$263K +$203K +2,180 New
SF
1411
Symphony Financial
Texas
$262K -$1.71M -18,290 -88%
SQA
1412
Simon Quick Advisors
New Jersey
$262K -$15.9K -170 -7%
OCPWS
1413
One Charles Private Wealth Services
Massachusetts
$261K – – –
FPWM
1414
FSB Premier Wealth Management
Iowa
$260K +$225K +2,410 New
TFIPS
1415
Towarzystwo Funduszy Inwestycyjnych PZU SA
$259K -$14K -150 -6%
ESB
1416
Essex Savings Bank
Connecticut
$258K -$933 -10 -0.4%
VFA
1417
Values First Advisors
Tennessee
$257K -$2.8K -30 -1%
FF
1418
Francis Financial
$256K +$129K +1,380 New
BDPWM
1419
Barnes Dennig Private Wealth Management
Ohio
$256K -$14.9K -160 -6%
GA
1420
Goldstein Advisors
Wisconsin
$255K +$2.8K +30 +1%
BS
1421
Banco Santander
Spain
$255K -$2.8K -30 -1%
SGFG
1422
Silver Grove Financial Group
New York
$254K +$220K +2,360 New
MSR
1423
Main Street Research
Connecticut
$253K +$219K +2,350 New
HFS
1424
Hantz Financial Services
Michigan
$253K +$66.2K +710 +43%
FBT
1425
First Bank & Trust
South Dakota
$252K +$6.53K +70 +3%
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