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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1576
Western Wealth Management
Colorado
$760K +$500K +2,519 New
MSFS
1577
Main Street Financial Solutions
Pennsylvania
$759K +$499K +2,516 New
GWM
1578
Greenline Wealth Management
Florida
$759K +$86.2K +434 +21%
BFA
1579
Bill Few Associates
Pennsylvania
$758K +$199 +1 +0%
CIS
1580
Custom Index Systems
New York
$757K -$59.6K -300 -11%
ONGA
1581
O'Neil Global Advisors
California
$756K +$497K +2,505 New
KCP
1582
Kera Capital Partners
California
$755K -$160K -806 -24%
AF
1583
AGP Franklin
Tennessee
$754K – – –
IP
1584
Investment Partners
Ohio
$754K – – –
KV
1585
Kickstand Ventures
New York
$753K +$794 +4 +0.2%
SMC
1586
Smith, Moore & Co
Missouri
$752K -$164K -827 -25%
AWCI
1587
Alpine Woods Capital Investors
New York
$751K +$9.93K +50 +2%
EFG
1588
Ethos Financial Group
Pennsylvania
$751K -$526K -2,649 -38%
XWL
1589
XXI Wealth LLC
Illinois
$750K +$32.8K +165 +7%
CFA
1590
Capstone Financial Advisors
Illinois
$747K +$492K +2,476 New
PWAM
1591
Private Wealth Asset Management
Iowa
$745K – – –
PWA
1592
Providence Wealth Advisors
Illinois
$745K +$175K +880 +40%
JCM
1593
Jacobsen Capital Management
Utah
$742K +$37.7K +190 +8%
LWA
1594
Legacy Wealth Advisors
Florida
$737K +$12.5K +63 +3%
CG
1595
Cynosure Group
Utah
$736K +$484K +2,440 New
MA
1596
Montag & Associates
Georgia
$735K +$993 +5 +0.2%
OCPWS
1597
One Charles Private Wealth Services
Massachusetts
$733K +$1.99K +10 +0.4%
UAG
1598
United Advisor Group
Ohio
$730K -$44.1K -222 -8%
RE
1599
Rydar Equities
Texas
$727K +$210K +1,060 +47%
PDL
1600
Portfolio Design Labs
California
$727K -$17.9K -90 -4%
62 63
64
65 66