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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1951
Westfuller Advisors
New York
$37.2K -$5.85K -40 -14%
FC
1952
Financial Consulate
Maryland
$36.8K +$26.3K +180 +257%
RWM
1953
Rialto Wealth Management
New York
$36.8K +$2.93K +20 +9%
SC
1954
Steph & Co
Wisconsin
$36.8K +$36.6K +250 New
BW
1955
Basepoint Wealth
Iowa
$35.8K -$2.93K -20 -8%
RWM
1956
Raffa Wealth Management
District of Columbia
$35.3K +$1.46K +10 +4%
AAG
1957
Accordant Advisory Group
Maryland
$33.9K +$33.6K +230 New
PAI
1958
Pittenger & Anderson Inc
Nebraska
$32.4K – – –
BSB
1959
Bangor Savings Bank
Maine
$32.4K – – –
CTC
1960
Cetera Trust Company
Minnesota
$30.9K – – –
CAC
1961
Core Alternative Capital
Georgia
$30.9K – – –
T
1962
Tidemark
California
$30.9K – – –
KTC
1963
Kentucky Trust Company
Kentucky
$30.9K +$13.2K +90 +75%
FGAM
1964
Financial Gravity Asset Management
Texas
$30.9K +$30.7K +210 New
T
1965
Transce3nd
Texas
$30.9K -$11.7K -80 -28%
WIM
1966
Westside Investment Management
California
$30.2K – – –
CFM
1967
Cornerstone Financial Management
Massachusetts
$29.4K +$1.46K +10 +5%
NWM
1968
Nova Wealth Management
Florida
$28.2K +$7.32K +50 +36%
TM
1969
Torren Management
California
$28K -$152K -1,040 -85%
TFM
1970
TFC Financial Management
Massachusetts
$28K – – –
AF
1971
Advisornet Financial
Minnesota
$28K +$1.46K +10 +6%
OWA
1972
Opal Wealth Advisors
New York
$28K +$27.8K +190 New
BHWM
1973
Bay Harbor Wealth Management
Maryland
$28K +$8.78K +60 +46%
SG
1974
Sankala Group
Colorado
$28K – – –
MAM
1975
Marquette Asset Management
Minnesota
$26.5K +$4.39K +30 +20%
77 78
79
80 81