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KLA

KLAC

Market cap $257B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2026	HI 2026 Human Investing Lake Oswego, Oregon	$307K	+$202K	+1,017	New
2027	KWA 2027 Kondo Wealth Advisors Pasadena, California	$305K	+$201K	+1,012	New
2028	CIC 2028 Crawford Investment Counsel Atlanta, Georgia	$305K	+$201K	+1,011	New
2029	TFA 2029 Toth Financial Advisory Leesburg, Virginia	$305K	–	–	–
2030	ATWA 2030 Arbor Trust Wealth Advisors Ann Arbor, Michigan	$305K	+$200K	+1,010	New
2031	DSAM 2031 Dock Street Asset Management Palm Beach, Florida	$305K	+$200K	+1,010	New
2032	UF 2032 Univest Financial Souderton, Pennsylvania	$305K	+$200K	+1,010	New
2033	BFA 2033 Beacon Financial Advisory Cleveland, Ohio	$304K	+$200K	+1,009	New
2034	LAM 2034 LECAP Asset Management London, United Kingdom	$304K	+$200K	+1,008	New
2035	CFA 2035 CWS Financial Advisors Kalamazoo, Michigan	$303K	+$199K	+1,004	New
2036	FPB 2036 First PREMIER Bank Sioux Falls, South Dakota	$302K	–	–	–
2037	GWMR 2037 GC Wealth Management RIA Cambridge, Massachusetts	$302K	-$109K	-550	-35%
2038	LC 2038 Lavaca Capital Houston, Texas	$302K	–	–	–
2039	SGK 2039 Steigerwald Gordon & Koch Leesburg, Virginia	$302K	–	–	–
2040	AFG 2040 Altiora Financial Group Lebanon, Ohio	$302K	+$199K	+1,000	New
2041	BOPW 2041 Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$302K	+$199K	+1,000	New
2042	EIA 2042 Edgemoor Investment Advisors Bethesda, Maryland	$302K	+$199K	+1,000	New
2043	GF 2043 Gabelli Funds Rye, New York	$302K	+$199K	+1,000	New
2044	GC 2044 Gibson Capital Wexford, Pennsylvania	$302K	+$199K	+1,000	New
2045	GIM 2045 Guild Investment Management Los Angeles, California	$302K	+$199K	+1,000	New
2046	KG 2046 Kieckhefer Group Mequon, Wisconsin	$302K	+$199K	+1,000	New
2047	WA 2047 WBH Advisory Baltimore, Maryland	$302K	+$199K	+1,000	New
2048	EP 2048 E6 Portfolios Midvale, Utah	$299K	+$197K	+990	New
2049	SC 2049 SouthState Corp Winter Haven, Florida	$299K	+$1.99K	+10	+1%
2050	LI 2050 LRI Investments Palm Beach Gardens, Florida	$299K	+$9.93K	+50	+5%

KLA KLAC Market cap $257B

KLA

KLAC

Market cap $257B