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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1601
Abacus Wealth Partners
California
$230K +$222K +1,890 New
GWM
1602
Goldenstone Wealth Management
California
$229K +$221K +1,880 New
TFA
1603
Transamerica Financial Advisors
Florida
$229K +$46.9K +400 +27%
VDC
1604
Van Diest Capital
Iowa
$228K +$221K +1,880 New
DJSG
1605
D.J. St. Germain
Massachusetts
$227K -$44.6K -380 -17%
NA
1606
Nottingham Advisors
New York
$227K – – –
WCM
1607
Warburton Capital Management
Oklahoma
$227K +$219K +1,870 New
AM
1608
Atwater Malick
Pennsylvania
$226K -$14.1K -120 -6%
CPW
1609
Crestmont Private Wealth
Texas
$226K – – –
BFPW
1610
BOK Financial Private Wealth
Colorado
$226K +$213K +1,820 +4,550%
DE
1611
DV Equities
Illinois
$226K +$218K +1,860 New
CAM
1612
Cozad Asset Management
Illinois
$225K -$111K -950 -34%
NHC
1613
Nicholas Hoffman & Company
Georgia
$224K -$21.1K -180 -9%
JTWM
1614
Jackson Thornton Wealth Management
Alabama
$223K +$188K +1,600 New
WJA
1615
Willis Johnson & Associates
Texas
$223K +$215K +1,830 New
BIG
1616
Brookwood Investment Group
Arizona
$223K +$215K +1,830 New
PCP
1617
Panoramic Capital Partners
Oregon
$222K +$215K +1,830 New
WMA
1618
Wealth Management Associates
New Jersey
$222K +$215K +1,830 New
ICP
1619
Impact Capital Partners
Colorado
$221K +$213K +1,820 New
JWBC
1620
John W. Bristol & Co
New York
$221K +$213K +1,820 New
EFSCE
1621
Enterprise Financial Services Corp (EFSC)
Missouri
$221K +$213K +1,820 New
TWM
1622
Triton Wealth Management
Arizona
$221K +$192K +1,640 New
IIC
1623
Integrated Investment Consultants
Michigan
$220K +$212K +1,810 New
SPWG
1624
Syntegra Private Wealth Group
Missouri
$220K +$212K +1,810 New
SIM
1625
Stratos Investment Management
Ohio
$219K +$211K +1,800 New
63 64
65
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