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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1951
Steinberganna Wealth Management
New York
$352K -$65.9K -332 -22%
FWP
1952
Flatrock Wealth Partners
California
$350K +$230K +1,161 New
OFG
1953
Orcam Financial Group
California
$350K +$230K +1,160 New
IEFM
1954
IQ EQ Fund Management
Ireland
$350K +$230K +1,160 New
MLL
1955
Moody Lynn & Lieberson
Massachusetts
$350K +$230K +1,160 New
CRI
1956
Colonial River Investments
Virginia
$349K +$229K +1,156 New
PA
1957
ProCore Advisors
California
$349K +$229K +1,156 New
IRP
1958
Investment Research Partners
Pennsylvania
$347K +$228K +1,150 New
MCC
1959
Money Concepts Capital
Florida
$347K +$228K +1,150 New
CWM
1960
Cherrydale Wealth Management
New Jersey
$347K +$228K +1,149 New
FFA
1961
Founders Financial Alliance
North Carolina
$345K +$227K +1,144 New
RCG
1962
Regatta Capital Group
California
$344K +$226K +1,140 New
HIF
1963
Hill Island Financial
Michigan
$344K +$226K +1,140 New
SWTS
1964
Stonehaven Wealth & Tax Solutions
Wisconsin
$344K +$226K +1,140 New
SC
1965
Schubert & Co
Texas
$343K +$226K +1,138 New
I
1966
INVST
Indiana
$343K +$226K +1,137 New
MAG
1967
M3 Advisory Group
Massachusetts
$342K -$56.6K -285 -20%
SCA
1968
Sandy Cove Advisors
Massachusetts
$342K +$225K +1,133 New
CPW
1969
Crestmont Private Wealth
Texas
$341K -$145K -730 -39%
FMP
1970
Financial Management Professionals
Texas
$341K +$189K +950 +528%
RCM
1971
Rockbridge Capital Management
Virginia
$341K +$224K +1,130 New
HW
1972
HORAN Wealth
Ohio
$339K +$223K +1,124 New
SC
1973
Seldon Capital
California
$338K +$222K +1,120 New
RWA
1974
Redhawk Wealth Advisors
Minnesota
$337K +$222K +1,118 New
AB
1975
Atlas Brown
Kentucky
$336K +$221K +1,115 New
77 78
79
80 81