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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
2001
Cherry Tree Wealth Management
Minnesota
$17.7K – – –
CVM
2002
Cheviot Value Management
California
$16.2K – – –
BFS
2003
Bare Financial Services
Pennsylvania
$16.2K +$1.46K +10 +10%
AI
2004
Atomic Invest
New York
$15.6K +$1.46K +10 +10%
BCH
2005
Berkshire Capital Holdings
California
$14.7K – – –
CWA
2006
Carolina Wealth Advisors
South Carolina
$14.7K +$1.46K +10 +11%
VWM
2007
Vermillion Wealth Management
Minnesota
$14.7K +$14.6K +100 New
KFG
2008
Kingdom Financial Group
Arizona
$13.3K +$13.2K +90 New
LAS
2009
Lloyd Advisory Services
Georgia
$13.3K +$13.2K +90 New
CFG
2010
Clayton Financial Group
Missouri
$13.3K – – –
TBFA
2011
Three Bearings Fiduciary Advisors
New Hampshire
$13.3K – – –
ATC
2012
Adirondack Trust Company
New York
$13.3K – – –
GG
2013
Gleason Group
Kentucky
$11.8K – – –
ADL
2014
Asset Dedication LLC
California
$11.8K -$184K -1,260 -94%
CFD
2015
Creative Financial Designs
Indiana
$11.8K -$83.4K -570 -88%
BOJHT
2016
Bank of Jackson Hole Trust
Wyoming
$11.8K – – –
BW
2017
Bravera Wealth
North Dakota
$11.8K – – –
FCAS
2018
First Command Advisory Services
Texas
$11.8K – – –
VWA
2019
VSM Wealth Advisory
Maryland
$11.8K – – –
HFS
2020
Hughes Financial Services
Virginia
$11.8K +$2.93K +20 +33%
UFPG
2021
United Financial Planning Group
New York
$11.8K +$7.32K +50 +167%
IA
2022
IFG Advisory
Georgia
$11.8K +$11.7K +80 New
NB
2023
NBT Bank
New York
$11.8K +$11.7K +80 New
TVWM
2024
Tower View Wealth Management
Wisconsin
$10.4K – – –
CWP
2025
Clark Wealth Partners
Illinois
$10.3K – – –
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