We are live on ! Find out more
KLAC icon

KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2051
Grand Wealth Management
Michigan
$298K +$196K +987 New
TAM
2052
Townsend Asset Management
North Carolina
$298K +$196K +987 New
PC
2053
Port Capital
Illinois
$297K +$196K +986 New
BWM
2054
Baron Wealth Management
Michigan
$297K +$196K +985 New
SWM
2055
SpringVest Wealth Management
Texas
$296K +$195K +980 New
AA
2056
Auxano Advisors
Washington
$294K +$194K +975 New
BC
2057
Brio Consultants
California
$293K +$193K +972 New
PCM
2058
Polymer Capital Management
New York
$293K -$149K -749 -44%
DAS
2059
DMKC Advisory Services
Iowa
$293K -$131K -660 -40%
AG
2060
AlTi Global
New York
$293K +$193K +970 New
IW
2061
Integrated Wealthcare
North Carolina
$293K +$193K +970 New
IIM
2062
Ipswich Investment Management
Massachusetts
$293K +$193K +970 New
WSA
2063
Wealth Science Advisors
Georgia
$292K +$192K +968 New
LA
2064
Latitude Advisors
Florida
$291K -$334K -1,684 -64%
CWA
2065
Centennial Wealth Advisory
Michigan
$291K -$220K -1,107 -53%
FMC
2066
First Merchants Corp
Indiana
$290K +$191K +960 New
MFG
2067
Magnus Financial Group
New York
$290K +$191K +960 New
IPW
2068
Intergy Private Wealth
Colorado
$289K +$190K +959 New
APW
2069
Aventura Private Wealth
Florida
$289K +$101K +507 +113%
NHC
2070
Nicholas Hoffman & Company
Georgia
$288K +$190K +955 New
SAW
2071
Signal Advisors Wealth
Michigan
$287K +$189K +951 New
CC
2072
Capstone Capital
Nevada
$287K +$189K +950 New
LF
2073
Lantz Financial
Illinois
$285K +$188K +946 New
CPA
2074
Capital Performance Advisors
California
$285K -$396K -1,996 -68%
CWS
2075
Cypress Wealth Services
California
$285K +$187K +944 New
81 82
83
84 85