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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1851
Bar Harbor Wealth Management
New Hampshire
$419K -$29.8K -150 -10%
SL
1852
StoryOne LLC
Kansas
$419K +$276K +1,390 New
FNT
1853
First National Trust
Pennsylvania
$419K – – –
WA
1854
Waystone Advisors
Washington
$419K -$397 -2 -0.1%
FFA
1855
First Foundation Advisors
California
$418K +$275K +1,387 New
AWM
1856
Avior Wealth Management
Nebraska
$418K +$275K +1,385 New
HC
1857
Hamilton Capital
Ohio
$418K -$382K -1,925 -58%
LCG
1858
Lynx Capital Group
Ohio
$416K – – –
NWM
1859
Northwest Wealth Management
Iowa
$413K – – –
UAS
1860
United Asset Strategies
New York
$413K +$272K +1,370 New
EMC
1861
Everest Management Corp
California
$413K -$8.34K -42 -3%
GKIM
1862
GW&K Investment Management
Massachusetts
$412K -$4.96K -25 -2%
BFM
1863
Boothbay Fund Management
New York
$412K +$271K +1,364 New
HFS
1864
Howard Financial Services
Texas
$411K +$270K +1,361 New
AWP
1865
Astra Wealth Partners
New Jersey
$410K -$17.9K -90 -6%
CG
1866
Clarus Group
Texas
$410K – – –
LFS
1867
Littlejohn Financial Services
Oregon
$409K +$269K +1,354 New
WF
1868
Wayfinding Financial
Washington
$407K +$268K +1,350 New
BF
1869
Brucke Financial
Indiana
$402K +$265K +1,333 New
ISWM
1870
Independent Solutions Wealth Management
New York
$402K +$265K +1,333 New
EC
1871
EdgeRock Capital
Colorado
$402K +$264K +1,331 New
SAM
1872
S.A. Mason
Michigan
$400K +$263K +1,325 New
SCA
1873
Stokes Capital Advisors
South Carolina
$400K +$263K +1,325 New
PWP
1874
Prasad Wealth Partners
Ohio
$396K +$261K +1,314 New
TWA
1875
TCI Wealth Advisors
Arizona
$395K +$260K +1,310 New
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75
76 77