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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2126
Marrick Wealth
California
$261K +$172K +865 New
FDCP
2127
Foster Dykema Cabot & Partners
Massachusetts
$259K – – –
HAG
2128
HighPoint Advisor Group
Illinois
$259K +$170K +857 New
PP
2129
Patron Partners
Texas
$258K +$170K +855 New
PMG
2130
ProVise Management Group
Florida
$258K +$170K +855 New
PA
2131
Prossimo Advisors
California
$257K +$169K +853 New
BFWM
2132
Bright Futures Wealth Management
New York
$257K +$169K +850 New
OC
2133
Oakworth Capital
Alabama
$256K – – –
CWMS
2134
Cannon Wealth Management Services
North Carolina
$256K +$169K +850 New
LWANC
2135
Laurel Wealth Advisors (North Carolina)
North Carolina
$256K +$169K +850 New
WFAG
2136
Wescott Financial Advisory Group
Pennsylvania
$256K +$168K +847 New
DWM
2137
DecisionMap Wealth Management
Virginia
$255K +$168K +845 New
DWM
2138
Ducere Wealth Management
California
$255K +$168K +845 New
WA
2139
WP Advisors
California
$255K +$168K +845 New
SB
2140
Strategic Blueprint
Georgia
$254K +$167K +841 New
WAU
2141
Wellington-Altus USA
Manitoba, Canada
$253K -$3.38M -17,028 -99%
OAS
2142
Optivise Advisory Services
Tennessee
$252K +$166K +837 New
BWIA
2143
Bryant Woods Investment Advisors
New York
$251K +$165K +833 New
PFM
2144
Peak Financial Management
Massachusetts
$251K +$165K +832 New
MAM
2145
Markin Asset Management
New York
$250K +$165K +830 New
AA
2146
Ancora Advisors
Ohio
$248K +$60.1K +303 +58%
FF
2147
Foronjy Financial
California
$248K +$163K +822 New
GS
2148
GWN Securities
Florida
$248K +$163K +820 New
AAA
2149
American Alpha Advisors
New York
$247K +$163K +820 New
PCMNC
2150
Piedmont Capital Management (North Carolina)
North Carolina
$247K +$163K +820 New
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