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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1501
JMN Financial
Ohio
$423K +$43.9K +300 +12%
GM
1502
GeoWealth Management
Illinois
$422K -$104K -710 -20%
SWM
1503
Segment Wealth Management
Texas
$421K +$11.7K +80 +3%
OWP
1504
ORG Wealth Partners
Texas
$420K +$27.8K +190 +7%
VFA
1505
Values First Advisors
Tennessee
$419K +$8.78K +60 +2%
TPBG
1506
Turning Point Benefit Group
Maryland
$418K +$5.85K +40 +1%
WFA
1507
Wellspring Financial Advisors
Ohio
$415K +$86.3K +590 +26%
GPW
1508
Genesis Private Wealth
Virginia
$415K -$17.6K -120 -4%
CIS
1509
Custom Index Systems
New York
$414K – – –
BWM
1510
Brickley Wealth Management
California
$412K – – –
MMCM
1511
Murphy & Mullick Capital Management
New York
$411K -$16.1K -110 -4%
PA
1512
Probity Advisors
Texas
$409K -$2.93K -20 -0.7%
OCA
1513
OpenArc Corporate Advisory
Georgia
$409K +$96.6K +660 +31%
NL
1514
NWAM LLC
Washington
$408K +$1.46K +10 +0.4%
VHAM
1515
Van Hulzen Asset Management
California
$408K – – –
SGFG
1516
Silver Grove Financial Group
New York
$406K +$404K +2,760 New
GFP
1517
Gryphon Financial Partners
Ohio
$405K +$55.6K +380 +16%
MC
1518
Middleton & Co
Massachusetts
$405K +$36.6K +250 +10%
PCM
1519
Prelude Capital Management
New York
$403K -$4.55M -31,120 -92%
CCW
1520
Coastline Complete Wealth
South Carolina
$402K – – –
FFC
1521
First Financial Corp
Indiana
$400K – – –
GC
1522
GFG Capital
Florida
$400K +$13.2K +90 +3%
CWP
1523
Curated Wealth Partners
California
$400K -$2.93K -20 -0.7%
WAM
1524
Walker Asset Management
Missouri
$400K -$99.5K -680 -20%
BAS
1525
Breakthru Advisory Services
Wisconsin
$399K -$7.32K -50 -2%
59 60
61
62 63