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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1576
Potentia Wealth
California
$241K – – –
ARC
1577
Advisor Resource Council
Texas
$240K +$199K +1,700 New
PSP
1578
Principal Street Partners
Tennessee
$239K -$160K -1,360 -41%
DAS
1579
DMKC Advisory Services
Iowa
$239K +$231K +1,970 New
LWPC
1580
Legacy Wealth Partners (Colorado)
Colorado
$239K +$231K +1,970 New
TCM
1581
TABR Capital Management
California
$239K +$230K +1,960 New
MNBTD
1582
Moody National Bank Trust Division
Texas
$238K – – –
MWM
1583
MGB Wealth Management
Texas
$237K +$229K +1,950 New
PFM
1584
Patton Fund Management
Texas
$237K -$142K -1,210 -38%
BAMG
1585
Brand Asset Management Group
Missouri
$237K +$229K +1,950 New
DWS
1586
Dynamic Wealth Strategies
California
$236K -$41.1K -350 -15%
TP
1587
TritonPoint Partners
Maryland
$236K +$228K +1,940 New
BAM
1588
Berkshire Asset Management
Pennsylvania
$235K -$92.7K -790 -29%
GWM
1589
Greenline Wealth Management
Florida
$234K +$226K +1,930 New
AIFAIM
1590
American Institute for Advanced Investment Management
Arizona
$234K +$199K +1,700 New
KMWM
1591
Keudell/Morrison Wealth Management
Oregon
$233K +$225K +1,920 New
PHAM
1592
Palisades Hudson Asset Management
Florida
$233K – – –
NAS
1593
Nicolet Advisory Services
Wisconsin
$233K -$65.7K -560 -26%
TCA
1594
Transcend Capital Advisors
New Jersey
$232K -$22.3K -190 -9%
LWP
1595
LeClair Wealth Partners
Ohio
$232K – – –
1CP
1596
1015 Capital Partners
Pennsylvania
$232K +$224K +1,910 New
SOAM
1597
SBI Okasan Asset Management
Japan
$232K +$216K +1,840 New
MWA
1598
Motive Wealth Advisors
Michigan
$230K -$5.87K -50 -3%
JIR
1599
James Investment Research
Ohio
$230K – – –
AWP
1600
Abacus Wealth Partners
California
$230K +$222K +1,890 New
62 63
64
65 66