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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1626
Southland Equity Partners
Missouri
$217K +$210K +1,790 New
WW
1627
Westshore Wealth
California
$217K +$210K +1,790 New
PWP
1628
Principle Wealth Partners
Connecticut
$216K +$209K +1,780 New
FG
1629
Foster Group
Iowa
$214K +$206K +1,760 New
BFG
1630
Birch Financial Group
New Hampshire
$214K +$206K +1,760 New
BHWM
1631
Bar Harbor Wealth Management
New Hampshire
$213K +$205K +1,750 New
PAW
1632
Plan A Wealth
Nebraska
$213K +$205K +1,750 New
VVP
1633
Venture Visionary Partners
Ohio
$213K +$205K +1,750 New
WFA
1634
Websterrogers Financial Advisors
South Carolina
$213K +$205K +1,750 New
AFA
1635
Amicus Financial Advisors
Texas
$211K +$204K +1,740 New
TDB
1636
Thompson David Blair
$210K +$203K +1,730 New
MHC
1637
May Hill Capital
Massachusetts
$209K +$202K +1,720 New
ITG
1638
Index Technologies Group
New York
$209K +$202K +1,720 New
CWA
1639
Centennial Wealth Advisory
Michigan
$209K +$202K +1,720 New
GWMI
1640
Guardian Wealth Management (Illinois)
Illinois
$209K +$201K +1,710 New
SAM
1641
Secure Asset Management
Michigan
$208K +$201K +1,710 New
OWA
1642
Octavia Wealth Advisors
Ohio
$208K -$30.5K -260 -13%
HPM
1643
Hoxton Planning & Management
West Virginia
$208K +$201K +1,710 New
MAM
1644
Martingale Asset Management
Massachusetts
$208K +$201K +1,710 New
Q
1645
QVR
California
$208K +$201K +1,710 New
RB
1646
Renasant Bank
Mississippi
$208K +$201K +1,710 New
WSCM
1647
Wellington Shields Capital Management
New York
$207K – – –
FFA
1648
Fi3 Financial Advisors
Indiana
$207K +$199K +1,700 New
AWM
1649
Aberdeen Wealth Management
Illinois
$206K -$22.3K -190 -10%
ACM
1650
Absolute Capital Management
Pennsylvania
$205K +$198K +1,690 New
64 65
66
67 68