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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
Collaborative Wealth Management
Florida
$282K +$272K +2,320 New
RWI
1502
Red Wave Investments
Pennsylvania
$281K – – –
PWC
1503
Pathfinder Wealth Consulting
North Carolina
$281K +$271K +2,310 New
GWAG
1504
Garrett Wealth Advisory Group
Texas
$279K – – –
RPWA
1505
Regent Peak Wealth Advisors
Georgia
$279K +$1.17K +10 +0.4%
ACM
1506
Allred Capital Management
Texas
$278K – – –
WP
1507
WealthPLAN Partners
Nebraska
$278K +$19.9K +170 +8%
IDA
1508
Intelligence Driven Advisers
California
$277K +$267K +2,280 New
WWM
1509
Western Wealth Management
Colorado
$277K – – –
AWM
1510
Aviso Wealth Management
Washington
$276K – – –
BW
1511
Blalock Williams
Alabama
$276K +$14.1K +120 +6%
RF
1512
RHS Financial
California
$276K +$266K +2,270 New
ESB
1513
Essex Savings Bank
Connecticut
$276K -$14.1K -120 -5%
CP
1514
Clarendon Private
Massachusetts
$275K +$8.21K +70 +3%
WCFA
1515
Walkner Condon Financial Advisors
Wisconsin
$275K +$19.9K +170 +8%
CM
1516
Capula Management
Cayman Islands
$275K +$32.8K +280 +14%
BPW
1517
Bingham Private Wealth
California
$275K +$265K +2,260 New
TWM
1518
Tanager Wealth Management
United Kingdom
$275K +$3.52K +30 +1%
CAL
1519
Capital Analysts LLC
Pennsylvania
$274K -$22.3K -190 -8%
AWE
1520
Avidian Wealth Enterprises
Texas
$274K +$39.9K +340 +18%
PCM
1521
Parsons Capital Management
Rhode Island
$273K – – –
FNBOH
1522
First National Bank of Hutchinson
Kansas
$272K – – –
MCM
1523
Mitchell Capital Management
Kansas
$272K – – –
PPC
1524
Park Place Capital
Alabama
$272K +$5.87K +50 +2%
JGC
1525
J. Goldman & Co
New York
$272K +$263K +2,240 New
59 60
61
62 63