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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
2101
Virtus ETF Advisers
New York
$270K -$22.8K -115 -11%
CAM
2102
Claret Asset Management
Quebec, Canada
$269K -$349K -1,760 -66%
CFG
2103
Carter Financial Group
Illinois
$269K +$177K +891 New
FAT
2104
First American Trust
California
$269K +$177K +891 New
FSA
2105
Financial Security Advisor
Virginia
$269K +$177K +890 New
PTP
2106
Platform Technology Partners
New York
$269K +$177K +890 New
PWM
2107
Palumbo Wealth Management
New York
$268K +$176K +888 New
WKWM
2108
Walter & Keenan Wealth Management
Indiana
$266K +$175K +882 New
TNAM
2109
Terra Nova Asset Management
New York
$266K +$175K +880 New
IPAM
2110
Investment Partners Asset Management
New Jersey
$266K +$175K +880 New
BFWA
2111
Benchmark Financial Wealth Advisors
Florida
$264K +$174K +874 New
AA
2112
ACT Advisors
North Carolina
$263K +$173K +870 New
RA
2113
Rise Advisors
New York
$262K +$172K +868 New
MW
2114
Marrick Wealth
California
$261K +$172K +865 New
FDCP
2115
Foster Dykema Cabot & Partners
Massachusetts
$259K – – –
HAG
2116
HighPoint Advisor Group
Illinois
$259K +$170K +857 New
PP
2117
Patron Partners
Texas
$258K +$170K +855 New
PMG
2118
ProVise Management Group
Florida
$258K +$170K +855 New
PA
2119
Prossimo Advisors
California
$257K +$169K +853 New
BFWM
2120
Bright Futures Wealth Management
New York
$257K +$169K +850 New
OC
2121
Oakworth Capital
Alabama
$256K – – –
CWMS
2122
Cannon Wealth Management Services
North Carolina
$256K +$169K +850 New
LWANC
2123
Laurel Wealth Advisors (North Carolina)
North Carolina
$256K +$169K +850 New
WFAG
2124
Wescott Financial Advisory Group
Pennsylvania
$256K +$168K +847 New
DWM
2125
DecisionMap Wealth Management
Virginia
$255K +$168K +845 New
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