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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
2026
GC Wealth Management RIA
Massachusetts
$302K -$109K -550 -35%
LC
2027
Lavaca Capital
Texas
$302K – – –
SGK
2028
Steigerwald Gordon & Koch
Virginia
$302K – – –
AFG
2029
Altiora Financial Group
Ohio
$302K +$199K +1,000 New
BOPW
2030
Brandywine Oak Private Wealth
Pennsylvania
$302K +$199K +1,000 New
EIA
2031
Edgemoor Investment Advisors
Maryland
$302K +$199K +1,000 New
GF
2032
Gabelli Funds
New York
$302K +$199K +1,000 New
GC
2033
Gibson Capital
Pennsylvania
$302K +$199K +1,000 New
GIM
2034
Guild Investment Management
California
$302K +$199K +1,000 New
KG
2035
Kieckhefer Group
Wisconsin
$302K +$199K +1,000 New
WA
2036
WBH Advisory
Maryland
$302K +$199K +1,000 New
EP
2037
E6 Portfolios
Utah
$299K +$197K +990 New
SC
2038
SouthState Corp
Florida
$299K +$1.99K +10 +1%
LI
2039
LRI Investments
Florida
$299K +$9.93K +50 +5%
GWM
2040
Grand Wealth Management
Michigan
$298K +$196K +987 New
TAM
2041
Townsend Asset Management
North Carolina
$298K +$196K +987 New
PC
2042
Port Capital
Illinois
$297K +$196K +986 New
BWM
2043
Baron Wealth Management
Michigan
$297K +$196K +985 New
SWM
2044
SpringVest Wealth Management
Texas
$296K +$195K +980 New
AA
2045
Auxano Advisors
Washington
$294K +$194K +975 New
BC
2046
Brio Consultants
California
$293K +$193K +972 New
PCM
2047
Polymer Capital Management
New York
$293K -$149K -749 -44%
DAS
2048
DMKC Advisory Services
Iowa
$293K -$131K -660 -40%
AG
2049
AlTi Global
New York
$293K +$193K +970 New
IW
2050
Integrated Wealthcare
North Carolina
$293K +$193K +970 New
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