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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2126
Ducere Wealth Management
California
$255K +$168K +845 New
WA
2127
WP Advisors
California
$255K +$168K +845 New
SB
2128
Strategic Blueprint
Georgia
$254K +$167K +841 New
OAS
2129
Optivise Advisory Services
Tennessee
$252K +$166K +837 New
BWIA
2130
Bryant Woods Investment Advisors
New York
$251K +$165K +833 New
PFM
2131
Peak Financial Management
Massachusetts
$251K +$165K +832 New
MAM
2132
Markin Asset Management
New York
$250K +$165K +830 New
AA
2133
Ancora Advisors
Ohio
$248K +$60.1K +303 +58%
FF
2134
Foronjy Financial
California
$248K +$163K +822 New
GS
2135
GWN Securities
Florida
$248K +$163K +820 New
AAA
2136
American Alpha Advisors
New York
$247K +$163K +820 New
PCMNC
2137
Piedmont Capital Management (North Carolina)
North Carolina
$247K +$163K +820 New
RFN
2138
Redwood Financial Network
Ohio
$247K +$163K +819 New
MEAC
2139
M.E. Allison & Co
Texas
$245K +$161K +811 New
NCM
2140
Nelson Capital Management
California
$244K +$161K +810 New
BHIA
2141
Birch Hill Investment Advisors
Massachusetts
$244K +$161K +810 New
PSB
2142
Piscataqua Savings Bank
New Hampshire
$244K – – –
IA
2143
Insight Advisors
Pennsylvania
$244K +$161K +809 New
SWA
2144
Strata Wealth Advisors
Texas
$244K +$161K +809 New
FFA
2145
Fi3 Financial Advisors
Indiana
$244K +$170K +858 +48%
FA
2146
FDx Advisors
Illinois
$243K +$160K +804 New
BIA
2147
Bell Investment Advisors
California
$242K -$1.59K -8 -1%
BIAS
2148
Beacon Investment Advisory Services
New Jersey
$241K – – –
CWA
2149
CM Wealth Advisors
Ohio
$241K +$159K +800 New
EFA
2150
Evernest Financial Advisors
Indiana
$241K +$159K +800 New
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