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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
2001
Lloyd Advisory Services
Georgia
$13.3K +$13.2K +90 New
CFG
2002
Clayton Financial Group
Missouri
$13.3K – – –
TBFA
2003
Three Bearings Fiduciary Advisors
New Hampshire
$13.3K – – –
ATC
2004
Adirondack Trust Company
New York
$13.3K – – –
GG
2005
Gleason Group
Kentucky
$11.8K – – –
ADL
2006
Asset Dedication LLC
California
$11.8K -$184K -1,260 -94%
CFD
2007
Creative Financial Designs
Indiana
$11.8K -$83.4K -570 -88%
BOJHT
2008
Bank of Jackson Hole Trust
Wyoming
$11.8K – – –
BW
2009
Bravera Wealth
North Dakota
$11.8K – – –
FCAS
2010
First Command Advisory Services
Texas
$11.8K – – –
VWA
2011
VSM Wealth Advisory
Maryland
$11.8K – – –
HFS
2012
Hughes Financial Services
Virginia
$11.8K +$2.93K +20 +33%
UFPG
2013
United Financial Planning Group
New York
$11.8K +$7.32K +50 +167%
IA
2014
IFG Advisory
Georgia
$11.8K +$11.7K +80 New
NB
2015
NBT Bank
New York
$11.8K +$11.7K +80 New
TVWM
2016
Tower View Wealth Management
Wisconsin
$10.4K – – –
CWP
2017
Clark Wealth Partners
Illinois
$10.3K – – –
ISWM
2018
Intesa Sanpaolo Wealth Management
$10.3K – – –
SRCM
2019
Signature Resources Capital Management
California
$10.3K – – –
PWA
2020
Portus Wealth Advisors
North Carolina
$10.3K +$10.2K +70 New
CWM
2021
Cranbrook Wealth Management
Michigan
$8.84K -$5.85K -40 -40%
PWMG
2022
Private Wealth Management Group
New Jersey
$8.84K – – –
SWP
2023
Strategic Wealth Partners
Ohio
$8.29K +$2.93K +20 +50%
SWA
2024
Strategic Wealth Advisors
Arizona
$8K +$4.39K +30 +100%
ACA
2025
American Capital Advisory
Idaho
$7.36K +$1.46K +10 +25%
79 80
81
82 83