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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1876
Addison Advisors
Vermont
$102K +$7.32K +50 +8%
AG
1877
AmeriFlex Group
Nevada
$100K -$1.46K -10 -1%
T
1878
TOBAM
France
$99K -$3.13M -21,380 -97%
CB
1879
CNB Bank
Pennsylvania
$98.7K -$4.39K -30 -4%
DWP
1880
Destiny Wealth Partners
Florida
$98.7K +$98K +670 New
JGIA
1881
Jackson Grant Investment Advisers
Connecticut
$97.2K – – –
SMBT
1882
Southern Michigan Bank & Trust
Michigan
$97.2K +$96.6K +660 New
OW
1883
Olistico Wealth
Oklahoma
$96.8K – – –
AFC
1884
Ares Financial Consulting
California
$95.8K – – –
AIC
1885
Archer Investment Corporation
Indiana
$95.7K -$208K -1,420 -69%
RFA
1886
Reyes Financial Architecture
California
$95.7K -$60K -410 -39%
IBOK
1887
Independence Bank of Kentucky
Kentucky
$95.7K -$32.2K -220 -25%
CT
1888
Clearstead Trust
Maine
$95.7K -$7.32K -50 -7%
PB
1889
Prosperity Bancshares
Texas
$94.2K – – –
SR
1890
Swiss Re
Switzerland
$94.2K – – –
BCM
1891
Boreal Capital Management
Florida
$91.3K – – –
HWA
1892
HHM Wealth Advisors
Tennessee
$86.9K +$2.93K +20 +4%
FPF
1893
First Pacific Financial
Washington
$85.8K +$8.78K +60 +12%
EP
1894
Essential Partners
California
$85.4K – – –
SWM
1895
SHP Wealth Management
Massachusetts
$84.2K +$32.2K +220 +63%
AWM
1896
Activest Wealth Management
Florida
$82.8K +$21.9K +150 +37%
LWM
1897
Lodestone Wealth Management
Washington
$82.5K -$5.85K -40 -7%
EPIMS
1898
Evelyn Partners Investment Management Services
$82.5K – – –
WTA
1899
Washington Trust Advisors
Massachusetts
$81K +$7.32K +50 +10%
S
1900
Sachetta
Massachusetts
$78K +$2.93K +20 +4%
74 75
76
77 78