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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
1776
Keating Financial Advisory Services
Kansas
$479K +$92.9K +468 +42%
BL
1777
Balentine LLC
Georgia
$477K +$314K +1,580 New
CF
1778
Clarity Financial
Texas
$471K +$397 +2 +0.1%
MWM
1779
MOKAN Wealth Management
Kansas
$471K +$309K +1,555 New
PFM
1780
Phillips Financial Management
Indiana
$470K +$309K +1,557 New
EGWAG
1781
Elwood & Goetz Wealth Advisory Group
Georgia
$468K -$180K -908 -37%
CWA
1782
CogentBlue Wealth Advisors
Tennessee
$468K -$5.96K -30 -2%
FC
1783
FCA Corp
Texas
$467K -$10.3K -52 -3%
WETS
1784
Wealth Enhancement Trust Services
South Dakota
$465K -$183K -920 -37%
TM
1785
TigerOak Management
New Mexico
$465K – – –
CAAS
1786
Capital Asset Advisory Services
Michigan
$463K -$26.8K -135 -8%
QFW
1787
QTR Family Wealth
Florida
$462K +$52.2K +263 +21%
FFM
1788
Forum Financial Management
Illinois
$462K – – –
BAM
1789
Blueshift Asset Management
New Jersey
$461K +$303K +1,528 New
TWM
1790
Triton Wealth Management
Arizona
$459K +$86.6K +436 +27%
MFA
1791
Mayflower Financial Advisors
Massachusetts
$459K +$302K +1,521 New
EFP
1792
EnRich Financial Partners
Wisconsin
$459K – – –
HB
1793
Horizon Bancorp
Indiana
$458K -$6.15K -31 -2%
TFA
1794
Transamerica Financial Advisors
Florida
$458K +$50.8K +256 +20%
RF
1795
RHS Financial
California
$457K -$52.8K -266 -15%
FF
1796
Francis Financial
$457K +$12.7K +64 +4%
GFG
1797
Greystone Financial Group
Michigan
$456K -$220K -1,108 -42%
ITG
1798
Index Technologies Group
New York
$456K -$41.7K -210 -12%
LFP
1799
Lakeshore Financial Planning
Michigan
$456K – – –
AWM
1800
Absher Wealth Management
North Carolina
$453K -$125K -630 -30%
70 71
72
73 74