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KLA
KLAC

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