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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1926
Brookwood Investment Group
Arizona
$359K +$236K +1,191 New
AL
1927
Aspiriant LLC
California
$359K +$236K +1,190 New
TWP
1928
Tenet Wealth Partners
Illinois
$358K +$350K +1,762 New
PWP
1929
Phillips Wealth Planners
Mississippi
$357K -$75.8K -382 -19%
TH
1930
TCTC Holdings
Texas
$356K +$234K +1,181 New
CIA
1931
Cape Investment Advisory
Georgia
$356K +$234K +1,181 New
ALA
1932
Atlas Legacy Advisors
California
$356K +$196K +988 New
SRWM
1933
Shira Ridge Wealth Management
California
$356K +$234K +1,180 New
TIM
1934
Thor Investment Management
Ohio
$356K +$234K +1,180 New
BB
1935
Busey Bank
Illinois
$356K +$234K +1,180 New
KOMWMG
1936
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$355K +$234K +1,177 New
LWM
1937
LeConte Wealth Management
Tennessee
$355K -$42.3K -213 -15%
BIA
1938
Beacon Investment Advisors
Maryland
$354K +$233K +1,174 New
SWA
1939
SOA Wealth Advisors
New York
$353K -$51.4K -259 -18%
OWA
1940
Octavia Wealth Advisors
Ohio
$353K -$55.8K -281 -19%
SWM
1941
Steinberganna Wealth Management
New York
$352K -$65.9K -332 -22%
FWP
1942
Flatrock Wealth Partners
California
$350K +$230K +1,161 New
OFG
1943
Orcam Financial Group
California
$350K +$230K +1,160 New
IEFM
1944
IQ EQ Fund Management
Ireland
$350K +$230K +1,160 New
MLL
1945
Moody Lynn & Lieberson
Massachusetts
$350K +$230K +1,160 New
CRI
1946
Colonial River Investments
Virginia
$349K +$229K +1,156 New
PA
1947
ProCore Advisors
California
$349K +$229K +1,156 New
IRP
1948
Investment Research Partners
Pennsylvania
$347K +$228K +1,150 New
MCC
1949
Money Concepts Capital
Florida
$347K +$228K +1,150 New
CWM
1950
Cherrydale Wealth Management
New Jersey
$347K +$228K +1,149 New
76 77
78
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