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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1951
Founders Financial Alliance
North Carolina
$345K +$227K +1,144 New
RCG
1952
Regatta Capital Group
California
$344K +$226K +1,140 New
HIF
1953
Hill Island Financial
Michigan
$344K +$226K +1,140 New
SWTS
1954
Stonehaven Wealth & Tax Solutions
Wisconsin
$344K +$226K +1,140 New
SC
1955
Schubert & Co
Texas
$343K +$226K +1,138 New
I
1956
INVST
Indiana
$343K +$226K +1,137 New
MAG
1957
M3 Advisory Group
Massachusetts
$342K -$56.6K -285 -20%
SCA
1958
Sandy Cove Advisors
Massachusetts
$342K +$225K +1,133 New
CPW
1959
Crestmont Private Wealth
Texas
$341K -$145K -730 -39%
FMP
1960
Financial Management Professionals
Texas
$341K +$189K +950 +528%
RCM
1961
Rockbridge Capital Management
Virginia
$341K +$224K +1,130 New
SC
1962
Seldon Capital
California
$338K +$222K +1,120 New
RWA
1963
Redhawk Wealth Advisors
Minnesota
$337K +$222K +1,118 New
AB
1964
Atlas Brown
Kentucky
$336K +$221K +1,115 New
NWA
1965
New World Advisors
Massachusetts
$336K +$221K +1,112 New
AIM
1966
Axiom Investment Management
New York
$335K -$9.73K -49 -4%
AFO
1967
Arrowroot Family Office
California
$335K +$221K +1,111 New
MWM
1968
Mittelman Wealth Management
Massachusetts
$335K +$59.6K +300 New
NCTC
1969
New Covenant Trust Company
Indiana
$334K +$220K +1,108 New
RWM
1970
RKL Wealth Management
Pennsylvania
$334K +$220K +1,108 New
LFS
1971
Legacy Financial Strategies
Kansas
$333K -$124K -627 -36%
TWM
1972
Thrive Wealth Management
Pennsylvania
$332K +$219K +1,102 New
ACC
1973
Acorn Creek Capital
Colorado
$332K +$218K +1,100 New
FFC
1974
Frederick Financial Consultants
Maryland
$332K +$218K +1,100 New
RIA
1975
RPG Investment Advisory
California
$332K +$218K +1,100 New
77 78
79
80 81