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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1951
Valued Wealth Advisors
Utah
$41.3K +$8.78K +60 +27%
PP
1952
PFS Partners
New Jersey
$39.2K – – –
CJ
1953
Caitlin John
Michigan
$39.1K -$2.93K -20 -7%
LHEI
1954
Leo H. Evart Inc
California
$38.9K +$38K +260 New
BGAI
1955
Bruce G. Allen Investments
Colorado
$38.3K -$11.7K -80 -24%
CCMI
1956
Creative Capital Management Investments
California
$38.3K – – –
BLC
1957
Brown, Lisle/Cummings
Rhode Island
$38.3K +$26.3K +180 +225%
WA
1958
Westfuller Advisors
New York
$37.2K -$5.85K -40 -14%
FC
1959
Financial Consulate
Maryland
$36.8K +$26.3K +180 +257%
RWM
1960
Rialto Wealth Management
New York
$36.8K +$2.93K +20 +9%
SC
1961
Steph & Co
Wisconsin
$36.8K +$36.6K +250 New
BW
1962
Basepoint Wealth
Iowa
$35.8K -$2.93K -20 -8%
RWM
1963
Raffa Wealth Management
District of Columbia
$35.3K +$1.46K +10 +4%
AAG
1964
Accordant Advisory Group
Maryland
$33.9K +$33.6K +230 New
PAI
1965
Pittenger & Anderson Inc
Nebraska
$32.4K – – –
BSB
1966
Bangor Savings Bank
Maine
$32.4K – – –
CTC
1967
Cetera Trust Company
Minnesota
$30.9K – – –
CAC
1968
Core Alternative Capital
Georgia
$30.9K – – –
T
1969
Tidemark
California
$30.9K – – –
KTC
1970
Kentucky Trust Company
Kentucky
$30.9K +$13.2K +90 +75%
FGAM
1971
Financial Gravity Asset Management
Texas
$30.9K +$30.7K +210 New
T
1972
Transce3nd
Texas
$30.9K -$11.7K -80 -28%
WIM
1973
Westside Investment Management
California
$30.2K – – –
CFM
1974
Cornerstone Financial Management
Massachusetts
$29.4K +$1.46K +10 +5%
NWM
1975
Nova Wealth Management
Florida
$28.2K +$7.32K +50 +36%
77 78
79
80 81