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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
1526
Perkins Coie Trust Company
Washington
$1.89K – – –
CF
1527
Conquis Financial
California
$1.89K +$2.03K +30 New
PWM
1528
Parkworth Wealth Management
California
$1.89K +$2.03K +30 New
WW
1529
Winnow Wealth
Texas
$1.69K +$2.03K +30 New
CAM
1530
Creekmur Asset Management
Illinois
$1.64K -$2.7K -40 -57%
RPA
1531
Redwood Park Advisors
California
$1.26K +$1.35K +20 New
TCA
1532
Trifecta Capital Advisors
Illinois
$1.26K +$1.35K +20 New
HFS
1533
Horizon Financial Services
North Carolina
$1.26K – – –
RWM
1534
Ruedi Wealth Management
Illinois
$1.26K – – –
WIM
1535
Westside Investment Management
California
$1.26K – – –
MRP
1536
Measured Risk Portfolios
California
$1.26K +$1.35K +20 New
MAS
1537
MPWM Advisory Solutions
Georgia
$1.26K +$1.35K +20 New
NWMP
1538
Noble Wealth Management PBC
Colorado
$1.26K +$1.35K +20 New
WCM
1539
Winthrop Capital Management
Indiana
$1K +$676 +10 New
SWA
1540
SOA Wealth Advisors
New York
$653 – – –
FLP
1541
Financial Life Planners
Arizona
$635 +$676 +10 New
SSB
1542
Sandy Spring Bank
Maryland
$631 – – –
PWA
1543
Physician Wealth Advisors
Utah
$631 +$676 +10 New
CAM
1544
Chesapeake Asset Management
New York
$630 – – –
NMG
1545
New Millennium Group
Utah
$630 – – –
WA
1546
WestEnd Advisors
North Carolina
$630 – – –
AWM
1547
Activest Wealth Management
Florida
$630 +$676 +10 New
CAWM
1548
Capital A Wealth Management
Pennsylvania
$630 +$676 +10 New
SMAM
1549
Sugar Maple Asset Management
Wisconsin
$630 +$676 +10 New
MP
1550
Munro Partners
Australia
– -$71.9M -928,400 Closed
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