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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1876
Outlook Capital Management
Illinois
$395K +$260K +1,310 New
IIA
1877
ICW Investment Advisors
Arizona
$395K +$260K +1,308 New
ARC
1878
Advisor Resource Council
Texas
$394K -$1.99K -10 -0.6%
TAM
1879
TCP Asset Management
Ohio
$394K +$259K +1,306 New
AGWCA
1880
Annis Gardner Whiting Capital Advisors
Florida
$394K +$102K +515 +65%
EW
1881
Expressive Wealth
Illinois
$392K +$258K +1,300 New
FWM
1882
Forza Wealth Management
Florida
$392K +$258K +1,300 New
IAG
1883
Investment Advisory Group
Massachusetts
$391K +$257K +1,297 New
SAM
1884
Synergy Asset Management
Washington
$391K -$769K -3,874 -75%
PCA
1885
Purkiss Capital Advisors
Connecticut
$390K +$257K +1,294 New
CFG
1886
Copley Financial Group
California
$390K -$174K -879 -41%
DA
1887
Detalus Advisors
Missouri
$389K -$39.7K -200 -13%
RA
1888
Rockingstone Advisors
Massachusetts
$389K +$256K +1,290 New
CWWM
1889
Clear Wave Wealth Management
New Jersey
$388K +$255K +1,287 New
NA
1890
Nottingham Advisors
New York
$388K – – –
EPW
1891
Endeavor Private Wealth
Kansas
$387K +$255K +1,283 New
KCPG
1892
Kavar Capital Partners Group
Kansas
$386K +$254K +1,280 New
PWM
1893
Prentice Wealth Management
New York
$386K +$254K +1,280 New
GWANC
1894
Guardian Wealth Advisors (North Carolina)
North Carolina
$385K +$253K +1,276 New
FSA
1895
Franklin Street Advisors
North Carolina
$385K -$44.7K -225 -15%
IAAG
1896
Innovative Asset Advisors Group
Connecticut
$385K +$58.6K +295 +30%
FWP
1897
Falcon Wealth Planning
California
$384K +$253K +1,274 New
CIM
1898
Capital Investment Management
Missouri
$383K -$87.1K -439 -26%
SN
1899
Sittner & Nelson
Oregon
$383K – – –
EIA
1900
Emerald Investment Advisers
Pennsylvania
$383K +$252K +1,270 New
74 75
76
77 78