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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1576
Investment Partners
Ohio
$754K – – –
KV
1577
Kickstand Ventures
New York
$753K +$794 +4 +0.2%
SMC
1578
Smith, Moore & Co
Missouri
$752K -$164K -827 -25%
AWCI
1579
Alpine Woods Capital Investors
New York
$751K +$9.93K +50 +2%
EFG
1580
Ethos Financial Group
Pennsylvania
$751K -$526K -2,649 -38%
XWL
1581
XXI Wealth LLC
Illinois
$750K +$32.8K +165 +7%
CFA
1582
Capstone Financial Advisors
Illinois
$747K +$492K +2,476 New
PWAM
1583
Private Wealth Asset Management
Iowa
$745K – – –
PWA
1584
Providence Wealth Advisors
Illinois
$745K +$175K +880 +40%
JCM
1585
Jacobsen Capital Management
Utah
$742K +$37.7K +190 +8%
LWA
1586
Legacy Wealth Advisors
Florida
$737K +$12.5K +63 +3%
CG
1587
Cynosure Group
Utah
$736K +$484K +2,440 New
MA
1588
Montag & Associates
Georgia
$735K +$993 +5 +0.2%
OCPWS
1589
One Charles Private Wealth Services
Massachusetts
$733K +$1.99K +10 +0.4%
UAG
1590
United Advisor Group
Ohio
$730K -$44.1K -222 -8%
RE
1591
Rydar Equities
Texas
$727K +$210K +1,060 +47%
PDL
1592
Portfolio Design Labs
California
$727K -$17.9K -90 -4%
RWP
1593
Revolve Wealth Partners
New Jersey
$725K +$22.2K +112 +5%
RI
1594
Ridgewood Investments
New Jersey
$724K -$129K -650 -21%
RL
1595
Retireful LLC
Michigan
$724K +$21.8K +110 +5%
FG
1596
Foster Group
Iowa
$724K +$85.4K +430 +22%
TA
1597
TFB Advisors
Kansas
$720K +$4.96K +25 +1%
CFS
1598
Commonwealth Financial Services
West Virginia
$714K +$19.3K +97 +4%
BHPW
1599
Beverly Hills Private Wealth
California
$713K -$39.3K -198 -8%
PWW
1600
Pettyjohn Wood & White
Virginia
$712K +$1.79K +9 +0.4%
62 63
64
65 66