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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2026
Intesa Sanpaolo Wealth Management
$10.3K – – –
SRCM
2027
Signature Resources Capital Management
California
$10.3K – – –
PWA
2028
Portus Wealth Advisors
North Carolina
$10.3K +$10.2K +70 New
CWM
2029
Cranbrook Wealth Management
Michigan
$8.84K -$5.85K -40 -40%
PWMG
2030
Private Wealth Management Group
New Jersey
$8.84K – – –
SWP
2031
Strategic Wealth Partners
Ohio
$8.29K +$2.93K +20 +50%
SWA
2032
Strategic Wealth Advisors
Arizona
$8K +$4.39K +30 +100%
ACA
2033
American Capital Advisory
Idaho
$7.36K +$1.46K +10 +25%
BL
2034
BFSG LLC
California
$7.36K +$7.32K +50 New
KCM
2035
Key Capital Management
Tennessee
$7.36K – – –
WB
2036
Webster Bank
Connecticut
$7.36K – – –
BH
2037
Burk Holdings
Oklahoma
$7.36K +$7.32K +50 New
FMTCOCP
2038
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
RBC
2039
Roble Belko & Company
Pennsylvania
$6K +$5.85K +40 New
BFPW
2040
BOK Financial Private Wealth
Colorado
$5.89K -$266K -1,820 -98%
SA
2041
Strategic Advocates
Utah
$5.89K -$127K -870 -96%
HIA
2042
HFM Investment Advisors
New Jersey
$5.89K -$21.9K -150 -79%
AAG
2043
Armstrong Advisory Group
Massachusetts
$5.89K -$14.6K -100 -71%
MHR
2044
Matthew Hamilton Rosenberg
$5.89K – – –
FIM
2045
FWL Investment Management
Texas
$5.89K +$5.85K +40 New
Q1WB
2046
Quest 10 Wealth Builders
Virginia
$5.68K +$4.39K +30 +300%
GGI
2047
Godsey & Gibb Inc
Virginia
$4.42K – – –
W
2048
WealthCollab
Washington
$4.42K +$4.39K +30 New
CIAS
2049
CBIZ Investment Advisory Services
Ohio
$4.42K -$149K -1,020 -97%
AP
2050
Aspect Partners
Virginia
$4.42K – – –
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