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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
2176
Gaddis Premier Wealth Advisors
Oklahoma
$238K +$157K +790 New
PFO
2177
PMG Family Office
Texas
$238K +$157K +790 New
SC
2178
Saiph Capital
New Jersey
$238K +$157K +790 New
SFGM
2179
Stonebridge Financial Group (Missouri)
Missouri
$236K +$155K +783 New
2L
2180
25 LLC
Missouri
$236K +$155K +781 New
HPC
2181
Hobart Private Capital
North Carolina
$234K +$154K +776 New
GWMI
2182
Guardian Wealth Management (Illinois)
Illinois
$232K +$153K +770 New
PG
2183
Proffitt & Goodson
Tennessee
$232K -$21.8K -110 -13%
WA
2184
WPG Advisers
Maryland
$231K +$66.9K +337 +78%
CIP
2185
Convergence Investment Partners
Florida
$231K +$152K +765 New
DWM
2186
Defined Wealth Management
Oregon
$230K +$151K +763 New
WP
2187
Westmount Partners
California
$230K -$353K -1,778 -70%
RCA
2188
Ranch Capital Advisors
Florida
$229K +$151K +760 New
BWAM
2189
Boyd Watterson Asset Management
Ohio
$229K – – –
BCM
2190
Boreal Capital Management
Florida
$229K +$27.8K +140 +23%
IWC
2191
Infinity Wealth Counsel
Ohio
$229K +$151K +760 New
CG
2192
Curat Global
New Hampshire
$228K -$469K -2,362 -50%
BWP
2193
Balboa Wealth Partners
Arizona
$228K +$150K +755 New
CWM
2194
Centurion Wealth Management
Virginia
$227K +$150K +754 New
IW
2195
Instrumental Wealth
Florida
$227K +$149K +752 New
BIM
2196
Baldwin Investment Management
Pennsylvania
$226K +$149K +750 New
BWM
2197
Bluebird Wealth Management
Massachusetts
$226K +$149K +750 New
FDW
2198
Fourth Dimension Wealth
Ohio
$226K +$149K +750 New
RCWM
2199
Royal Capital Wealth Management
Indiana
$226K +$149K +750 New
LWMI
2200
Legacy Wealth Management (Idaho)
Idaho
$226K +$1.59K +8 +1%
86 87
88
89 90