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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1426
Coppell Advisory Solutions
Texas
$348K -$4.69K -40 -1%
GWMR
1427
GC Wealth Management RIA
Massachusetts
$345K -$2.64M -22,520 -89%
IAS
1428
Insigneo Advisory Services
Florida
$343K +$57.5K +490 +21%
CIS
1429
Custom Index Systems
New York
$341K -$192K -1,640 -37%
PA
1430
Probity Advisors
Texas
$340K -$36.4K -310 -10%
BWM
1431
Brickley Wealth Management
California
$340K – – –
VFA
1432
Values First Advisors
Tennessee
$338K +$48.1K +410 +17%
DWP
1433
Daymark Wealth Partners
Ohio
$338K +$37.5K +320 +13%
SWM
1434
Segment Wealth Management
Texas
$338K – – –
VHAM
1435
Van Hulzen Asset Management
California
$337K – – –
LA
1436
LVW Advisors
New York
$337K -$304K -2,590 -48%
BAS
1437
Breakthru Advisory Services
Wisconsin
$335K +$4.69K +40 +1%
SI
1438
Stirlingshire Investments
New York
$335K +$324K +2,760 New
UWPG
1439
Ullmann Wealth Partners Group
Florida
$335K – – –
BDPWM
1440
Barnes Dennig Private Wealth Management
Ohio
$334K +$44.6K +380 +16%
CWP
1441
Curated Wealth Partners
California
$333K +$321K +2,740 New
PCH
1442
PGIM Custom Harvest
New Jersey
$333K +$76.2K +650 +31%
CCW
1443
Coastline Complete Wealth
South Carolina
$332K +$320K +2,730 New
SSA
1444
Schonfeld Strategic Advisors
New York
$332K +$201K +1,710 +168%
FAM
1445
Flaharty Asset Management
Florida
$332K -$11.7K -100 -4%
EIG
1446
Ellenbecker Investment Group
Wisconsin
$331K +$57.5K +490 +22%
FFC
1447
First Financial Corp
Indiana
$331K – – –
GHAM
1448
Gilman Hill Asset Management
Connecticut
$329K +$24.6K +210 +8%
S
1449
Sunpointe
Missouri
$329K +$14.1K +120 +5%
ST
1450
Spinnaker Trust
Maine
$328K -$152K -1,300 -33%
56 57
58
59 60