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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWCM
1776
One Wealth Capital Management
Arizona
$489K +$322K +1,622 New
GPWM
1777
Grant Private Wealth Management
California
$489K +$322K +1,620 New
TWM
1778
TopTier Wealth Management
Wisconsin
$486K +$397 +2 +0.1%
CSIC
1779
Clifford Swan Investment Counsel
California
$486K -$3.97K -20 -1%
PA
1780
Planning Alternatives
Michigan
$485K +$23.6K +119 +8%
MSR
1781
Main Street Research
Connecticut
$484K -$33K -166 -9%
CAS
1782
Coppell Advisory Solutions
Texas
$483K +$520K +2,621 New
AIM
1783
Anchor Investment Management
South Carolina
$480K +$77.4K +390 +33%
CCC
1784
Compass Capital Corp
Massachusetts
$480K -$39.5K -199 -8%
KFAS
1785
Keating Financial Advisory Services
Kansas
$479K +$92.9K +468 +42%
BL
1786
Balentine LLC
Georgia
$477K +$314K +1,580 New
CF
1787
Clarity Financial
Texas
$471K +$397 +2 +0.1%
MWM
1788
MOKAN Wealth Management
Kansas
$471K +$309K +1,555 New
PFM
1789
Phillips Financial Management
Indiana
$470K +$309K +1,557 New
EGWAG
1790
Elwood & Goetz Wealth Advisory Group
Georgia
$468K -$180K -908 -37%
CWA
1791
CogentBlue Wealth Advisors
Tennessee
$468K -$5.96K -30 -2%
FC
1792
FCA Corp
Texas
$467K -$10.3K -52 -3%
WETS
1793
Wealth Enhancement Trust Services
South Dakota
$465K -$183K -920 -37%
TM
1794
TigerOak Management
New Mexico
$465K – – –
CAAS
1795
Capital Asset Advisory Services
Michigan
$463K -$26.8K -135 -8%
QFW
1796
QTR Family Wealth
Florida
$462K +$52.2K +263 +21%
FFM
1797
Forum Financial Management
Illinois
$462K – – –
BAM
1798
Blueshift Asset Management
New Jersey
$461K +$303K +1,528 New
TWM
1799
Triton Wealth Management
Arizona
$459K +$86.6K +436 +27%
MFA
1800
Mayflower Financial Advisors
Massachusetts
$459K +$302K +1,521 New
70 71
72
73 74