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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
1726
Olistico Wealth
Oklahoma
$79.8K +$77.4K +660 New
CFD
1727
Creative Financial Designs
Indiana
$79K – – –
AA
1728
Addison Advisors
Vermont
$77.8K – – –
LWMI
1729
Legacy Wealth Management (Idaho)
Idaho
$77.8K +$35.2K +300 +88%
PB
1730
Prosperity Bancshares
Texas
$77.8K +$75.1K +640 New
SR
1731
Swiss Re
Switzerland
$77.8K +$75.1K +640 New
AFC
1732
Ares Financial Consulting
California
$76.6K +$73.9K +630 New
BCM
1733
Boreal Capital Management
Florida
$75.3K – – –
LWM
1734
Lodestone Wealth Management
Washington
$72.9K +$70.4K +600 New
CPG
1735
Cornerstone Planning Group
New Jersey
$71.7K -$1.17K -10 -2%
EP
1736
Essential Partners
California
$70.5K – – –
HWA
1737
HHM Wealth Advisors
Tennessee
$69.3K – – –
EPIMS
1738
Evelyn Partners Investment Management Services
$68K – – –
FPF
1739
First Pacific Financial
Washington
$63.5K -$14.1K -120 -19%
KAS
1740
Kemnay Advisory Services
New York
$63.2K +$61K +520 New
S
1741
Sachetta
Massachusetts
$62K – – –
GCM
1742
Gables Capital Management
Florida
$62K – – –
AA
1743
Ancora Advisors
Ohio
$61K +$55.1K +470 +1,567%
WTA
1744
Washington Trust Advisors
Massachusetts
$60.8K – – –
KBFS
1745
Kohmann Bosshard Financial Services
Ohio
$60.8K +$58.6K +500 New
VIS
1746
Vega Investment Solutions
France
$60.8K +$58.6K +500 New
NRG
1747
Nemes Rush Group
Michigan
$58.3K +$8.21K +70 +17%
RDFA
1748
Ritter Daniher Financial Advisory
Ohio
$58.1K +$56.3K +480 New
AP
1749
Atwood & Palmer
Missouri
$55.9K – – –
1IA
1750
1620 Investment Advisors
Massachusetts
$55.7K -$1.17K -10 -2%
68 69
70
71 72