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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1501
Motive Wealth Advisors
Michigan
$209K +$181K +1,940 New
HR
1502
Hardy Reed
Mississippi
$208K +$180K +1,930 New
DW30
1503
Drucker Wealth 3.0
New Jersey
$208K +$180K +1,930 New
PHAM
1504
Palisades Hudson Asset Management
Florida
$207K +$179K +1,920 New
AWE
1505
Avidian Wealth Enterprises
Texas
$206K +$178K +1,910 New
LWP
1506
LeClair Wealth Partners
Ohio
$206K +$178K +1,910 New
JIR
1507
James Investment Research
Ohio
$204K +$176K +1,890 New
AWM
1508
Aberdeen Wealth Management
Illinois
$203K +$175K +1,880 New
NA
1509
Nottingham Advisors
New York
$202K +$174K +1,870 New
EGM
1510
Engineers Gate Manager
New York
$201K -$2.25M -24,170 -93%
CPW
1511
Crestmont Private Wealth
Texas
$201K +$174K +1,860 New
MCM
1512
Manchester Capital Management
Vermont
$186K -$11.2K -120 -7%
QC
1513
Quent Capital
New York
$183K +$159K +1,700 New
WSCM
1514
Wellington Shields Capital Management
New York
$183K +$159K +1,700 New
GFWA
1515
Grey Fox Wealth Advisors
Delaware
$181K +$157K +1,680 New
FWA
1516
Flagship Wealth Advisors
Massachusetts
$179K – – –
SIA
1517
Sit Investment Associates
Minnesota
$178K – – –
GWSG
1518
GPS Wealth Strategies Group
Colorado
$169K – – –
SWA
1519
SOA Wealth Advisors
New York
$168K +$78.4K +840 +117%
SAS
1520
Stelac Advisory Services
New York
$167K – – –
TFA
1521
Transamerica Financial Advisors
Florida
$159K +$138K +1,480 New
WBC
1522
West Branch Capital
Massachusetts
$152K – – –
KFI
1523
Key Financial Inc
Pennsylvania
$151K – – –
RFA
1524
Reyes Financial Architecture
California
$151K -$63.4K -680 -33%
C
1525
Covestor
United Kingdom
$151K +$33.6K +360 +35%
59 60
61
62 63