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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1551
Louisbourg Investments
New Brunswick, Canada
$373K -$828K -5,660 -66%
CPWM
1552
Cypress Point Wealth Management
Texas
$371K +$369K +2,520 New
FWI
1553
Facet Wealth Inc
Maryland
$371K +$145K +990 +65%
TSS
1554
Two Sigma Securities
New York
$371K +$369K +2,520 New
BFA
1555
Bill Few Associates
Pennsylvania
$370K – – –
WCFA
1556
Walkner Condon Financial Advisors
Wisconsin
$370K +$36.6K +250 +11%
MCM
1557
Militia Capital Management
Texas
$370K +$367K +2,510 New
IP
1558
Investment Partners
Ohio
$368K – – –
PDL
1559
Portfolio Design Labs
California
$368K – – –
BFA
1560
Bragg Financial Advisors
North Carolina
$368K +$366K +2,500 New
AF
1561
AGP Franklin
Tennessee
$368K – – –
KV
1562
Kickstand Ventures
New York
$367K – – –
SCM
1563
Stonehearth Capital Management
Massachusetts
$364K -$76.1K -520 -17%
PWAM
1564
Private Wealth Asset Management
Iowa
$364K -$1.46K -10 -0.4%
EGWAG
1565
Elwood & Goetz Wealth Advisory Group
Georgia
$363K +$360K +2,460 New
BFA
1566
Brown Financial Advisors
Ohio
$362K -$157K -1,070 -30%
WETS
1567
Wealth Enhancement Trust Services
South Dakota
$362K +$139K +950 +63%
AWCI
1568
Alpine Woods Capital Investors
New York
$359K -$13.2K -90 -4%
MA
1569
Montag & Associates
Georgia
$358K +$49.7K +340 +16%
BDPWM
1570
Barnes Dennig Private Wealth Management
Ohio
$356K -$48.3K -330 -12%
OCPWS
1571
One Charles Private Wealth Services
Massachusetts
$356K – – –
WCM
1572
Warburton Capital Management
Oklahoma
$354K +$26.3K +180 +10%
KIM
1573
Kestra Investment Management
Texas
$350K +$348K +2,380 New
LWA
1574
Legacy Wealth Advisors
Florida
$350K +$24.9K +170 +8%
TWM
1575
Tanager Wealth Management
United Kingdom
$350K +$17.6K +120 +5%
61 62
63
64 65