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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
XWL
1651
XXI Wealth LLC
Illinois
$205K +$198K +1,690 New
LFS
1652
Legacy Financial Strategies
Kansas
$205K +$197K +1,680 New
WE
1653
Wealth Effects
Massachusetts
$204K +$197K +1,680 New
GFWA
1654
Grey Fox Wealth Advisors
Delaware
$204K – – –
FWA
1655
Flagship Wealth Advisors
Massachusetts
$202K – – –
CIM
1656
Capital Investment Management
Missouri
$202K +$195K +1,660 New
SP
1657
Stonebrook Private
Michigan
$201K +$194K +1,650 New
TAM
1658
Trillium Asset Management
Massachusetts
$200K +$194K +1,650 New
WFG
1659
Wormser Freres Gestion
France
$192K -$243K -2,070 -57%
SWA
1660
SOA Wealth Advisors
New York
$190K – – –
C
1661
Covestor
United Kingdom
$189K +$16.4K +140 +10%
SAS
1662
Stelac Advisory Services
New York
$188K – – –
WETS
1663
Wealth Enhancement Trust Services
South Dakota
$183K +$177K +1,510 New
SN
1664
Sittner & Nelson
Oregon
$183K – – –
SIA
1665
Sit Investment Associates
Minnesota
$182K -$17.6K -150 -9%
WBC
1666
West Branch Capital
Massachusetts
$171K – – –
GKIM
1667
GW&K Investment Management
Massachusetts
$164K – – –
ADL
1668
Asset Dedication LLC
California
$163K – – –
KFI
1669
Key Financial Inc
Pennsylvania
$163K – – –
CIEC
1670
Crédit Industriel et Commercial
France
$162K -$185K -1,580 -54%
BCWM
1671
Bartlett & Co Wealth Management
Ohio
$158K – – –
VEA
1672
Virtus ETF Advisers
New York
$157K -$339K -2,890 -69%
HWA
1673
Heritage Wealth Advisors
Virginia
$152K – – –
VCMGDR
1674
Vinland Capital Management Gestora de Recursos
Brazil
$151K +$145K +1,240 New
TM
1675
Torren Management
California
$150K +$144K +1,230 New
65 66
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68 69