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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2026
BFSG LLC
California
$7.36K +$7.32K +50 New
KCM
2027
Key Capital Management
Tennessee
$7.36K – – –
WB
2028
Webster Bank
Connecticut
$7.36K – – –
BH
2029
Burk Holdings
Oklahoma
$7.36K +$7.32K +50 New
FMTCOCP
2030
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
RBC
2031
Roble Belko & Company
Pennsylvania
$6K +$5.85K +40 New
BFPW
2032
BOK Financial Private Wealth
Colorado
$5.89K -$266K -1,820 -98%
SA
2033
Strategic Advocates
Utah
$5.89K -$127K -870 -96%
HIA
2034
HFM Investment Advisors
New Jersey
$5.89K -$21.9K -150 -79%
AAG
2035
Armstrong Advisory Group
Massachusetts
$5.89K -$14.6K -100 -71%
MHR
2036
Matthew Hamilton Rosenberg
$5.89K – – –
FIM
2037
FWL Investment Management
Texas
$5.89K +$5.85K +40 New
Q1WB
2038
Quest 10 Wealth Builders
Virginia
$5.68K +$4.39K +30 +300%
GGI
2039
Godsey & Gibb Inc
Virginia
$4.42K – – –
W
2040
WealthCollab
Washington
$4.42K +$4.39K +30 New
CIAS
2041
CBIZ Investment Advisory Services
Ohio
$4.42K -$149K -1,020 -97%
AP
2042
Aspect Partners
Virginia
$4.42K – – –
WA
2043
Walsh & Associates
Florida
$4.42K – – –
GAG
2044
Goodman Advisory Group
Massachusetts
$4.42K +$4.39K +30 New
TLFA
2045
True Link Financial Advisors
California
$4.42K +$4.39K +30 New
SFG
2046
Strive Financial Group
Indiana
$4K – – –
BWM
2047
Benson Wealth Management
Tennessee
$2.94K – – –
CTB
2048
Country Trust Bank
Illinois
$2.94K – – –
DF
2049
DecisionPoint Financial
Arizona
$2.94K – – –
IW
2050
Imprint Wealth
South Carolina
$2.94K – – –
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