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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1726
Virtue Capital Management
Tennessee
$552K +$363K +1,831 New
JWBC
1727
John W. Bristol & Co
New York
$549K – – –
VT
1728
Volterra Technologies
New York
$549K +$361K +1,818 New
AWP
1729
Abacus Wealth Partners
California
$547K -$96.9K -488 -21%
CP
1730
Canopy Partners
Ohio
$546K +$5.96K +30 +2%
TWM
1731
TSA Wealth Management
Texas
$546K +$359K +1,810 New
TCM
1732
Teza Capital Management
Illinois
$545K +$359K +1,808 New
BWM
1733
BlackDiamond Wealth Management
New York
$544K +$150K +754 +36%
ICP
1734
Impact Capital Partners
Colorado
$544K -$3.18K -16 -0.9%
HAS
1735
HBW Advisory Services
California
$540K -$455K -2,290 -56%
RDWM
1736
Red Door Wealth Management
Tennessee
$539K +$19.5K +98 +6%
SWM
1737
SHP Wealth Management
Massachusetts
$539K +$242K +1,217 +214%
AWA
1738
Aletheian Wealth Advisors
Washington
$539K +$15.1K +76 +4%
FFS
1739
Founders Financial Securities
Maryland
$536K +$11.3K +57 +3%
PG
1740
Patten Group
Tennessee
$534K +$352K +1,771 New
PMFA
1741
Plante Moran Financial Advisors
Michigan
$534K -$53.6K -270 -13%
WW
1742
Westshore Wealth
California
$533K -$4.96K -25 -1%
RA
1743
Riversedge Advisors
Delaware
$530K +$33K +166 +10%
WFA
1744
Websterrogers Financial Advisors
South Carolina
$528K – – –
GT
1745
Glenview Trust
Kentucky
$525K +$1.99K +10 +0.6%
LI
1746
Louisbourg Investments
New Brunswick, Canada
$522K -$214K -1,080 -37%
WFAG
1747
Worth Financial Advisory Group
North Carolina
$521K +$343K +1,726 New
SP
1748
Symmetry Partners
Connecticut
$520K +$6.35K +32 +2%
CFMC
1749
Curbstone Financial Management Corp
New Hampshire
$519K +$341K +1,720 New
MAM
1750
Martingale Asset Management
Massachusetts
$516K +$199 +1 +0.1%
68 69
70
71 72