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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1476
Middleton & Co
Massachusetts
$304K – – –
KV
1477
Kickstand Ventures
New York
$303K – – –
PWAM
1478
Private Wealth Asset Management
Iowa
$301K – – –
LWAM
1479
Legacy Wealth Asset Management
Minnesota
$300K -$2.3M -19,650 -89%
VI
1480
Versor Investments
New York
$300K -$70.4K -600 -20%
CFG
1481
Copley Financial Group
California
$300K +$290K +2,470 New
RL
1482
Retireful LLC
Michigan
$298K +$281K +2,400 New
GA
1483
Goldstein Advisors
Wisconsin
$296K +$9.38K +80 +3%
PWA
1484
Providence Wealth Advisors
Illinois
$294K – – –
OCPWS
1485
One Charles Private Wealth Services
Massachusetts
$294K – – –
JCM
1486
Jacobsen Capital Management
Utah
$293K -$4.69K -40 -2%
AC
1487
Apella Capital
Connecticut
$292K +$281K +2,400 New
OWM
1488
OneAscent Wealth Management
Alabama
$292K -$21.1K -180 -7%
MVF
1489
Markin Volterra Fund
New York
$292K +$281K +2,400 New
MA
1490
MCF Advisors
Kentucky
$291K +$49.3K +420 +21%
CT
1491
Chicago Trust
Illinois
$290K -$61K -520 -18%
RT
1492
Rockland Trust
Massachusetts
$290K +$280K +2,390 New
GFP
1493
Gryphon Financial Partners
Ohio
$288K +$14.1K +120 +5%
WH
1494
Wallace Hart
Kentucky
$288K +$278K +2,370 New
DAC
1495
Dutch Asset Corp
New York
$287K +$277K +2,360 New
STS
1496
SG Trading Solutions
Utah
$286K +$276K +2,350 New
PWW
1497
Pettyjohn Wood & White
Virginia
$286K +$276K +2,350 New
AIA
1498
AssuredPartners Investment Advisors
Florida
$284K -$18.8K -160 -6%
MWM
1499
MBE Wealth Management
Wisconsin
$283K – – –
CWM
1500
Collaborative Wealth Management
Florida
$282K +$272K +2,320 New
58 59
60
61 62