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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
2101
Braun Stacey Associates
New York
$275K +$181K +910 New
NWP
2102
NerdWallet Wealth Partners
New York
$275K +$181K +910 New
CWP
2103
Cyndeo Wealth Partners
Florida
$274K +$180K +909 New
VCP
2104
Vista Capital Partners
Oregon
$273K +$180K +906 New
LGW
2105
Leslie Global Wealth
Illinois
$273K +$179K +904 New
HCM
2106
Hutchinson Capital Management
California
$272K +$179K +900 New
LBWM
2107
Left Brain Wealth Management
Illinois
$272K +$179K +900 New
MWAM
2108
Manhattan West Asset Management
California
$272K +$179K +900 New
MSS
2109
Mitchell Sinkler & Starr
Pennsylvania
$272K +$179K +900 New
SIG
2110
Sargent Investment Group
Maryland
$272K +$179K +900 New
EC
2111
Eaton-Cambridge
Arizona
$271K +$178K +897 New
VPF
2112
Vantage Point Financial
Illinois
$270K +$178K +895 New
VEA
2113
Virtus ETF Advisers
New York
$270K -$22.8K -115 -11%
CAM
2114
Claret Asset Management
Quebec, Canada
$269K -$349K -1,760 -66%
CFG
2115
Carter Financial Group
Illinois
$269K +$177K +891 New
FAT
2116
First American Trust
California
$269K +$177K +891 New
FSA
2117
Financial Security Advisor
Virginia
$269K +$177K +890 New
PTP
2118
Platform Technology Partners
New York
$269K +$177K +890 New
PWM
2119
Palumbo Wealth Management
New York
$268K +$176K +888 New
WKWM
2120
Walter & Keenan Wealth Management
Indiana
$266K +$175K +882 New
TNAM
2121
Terra Nova Asset Management
New York
$266K +$175K +880 New
IPAM
2122
Investment Partners Asset Management
New Jersey
$266K +$175K +880 New
BFWA
2123
Benchmark Financial Wealth Advisors
Florida
$264K +$174K +874 New
AA
2124
ACT Advisors
North Carolina
$263K +$173K +870 New
RA
2125
Rise Advisors
New York
$262K +$172K +868 New
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85
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