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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1476
Madson Wealth Advisors
California
$929K -$5.96K -30 -1%
CWP
1477
Curated Wealth Partners
California
$929K +$71.3K +359 +13%
VPW
1478
Vaquero Private Wealth
Texas
$928K +$610K +3,075 New
LA
1479
Legacy Advisors
Pennsylvania
$926K +$89.3K +450 +17%
CP
1480
Clarendon Private
Massachusetts
$924K -$11.3K -57 -2%
NF
1481
Nikulski Financial
Iowa
$922K -$91.7K -462 -13%
IAS
1482
Insigneo Advisory Services
Florida
$922K -$128K -645 -17%
GCM
1483
GKV Capital Management
California
$920K -$89.3K -450 -13%
GWM
1484
Greenwich Wealth Management
Connecticut
$920K -$55.4K -279 -8%
EWP
1485
Elevation Wealth Partners
California
$917K +$3.97K +20 +0.7%
KFS
1486
Kelly Financial Services
Massachusetts
$913K -$596 -3 -0.1%
PCMC
1487
Paragon Capital Management (Colorado)
Colorado
$911K – – –
AWM
1488
Aviso Wealth Management
Washington
$911K +$3.57K +18 +0.6%
WF
1489
Welch & Forbes
Massachusetts
$908K +$1.99K +10 +0.3%
LSA
1490
Lansing Street Advisors
Pennsylvania
$908K +$11.9K +60 +2%
FPWM
1491
FSB Premier Wealth Management
Iowa
$907K -$12.5K -63 -2%
PGAM
1492
Princeton Global Asset Management
New Jersey
$907K -$78K -393 -12%
TW
1493
TritonPoint Wealth
Maryland
$907K -$50.6K -255 -8%
PWP
1494
Private Wealth Partners
California
$905K – – –
SWIM
1495
Smallwood Wealth Investment Management
New Jersey
$905K +$596K +3,000 New
LD
1496
Lipe & Dalton
New York
$905K – – –
BMO
1497
Beck Mack & Oliver
New York
$902K – – –
MWP
1498
Meriwether Wealth & Planning
Louisiana
$900K +$596 +3 +0.1%
MCM
1499
Manchester Capital Management
Vermont
$900K -$13.5K -68 -2%
LNB
1500
Ledyard National Bank
$898K +$4.96K +25 +0.8%
58 59
60
61 62