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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
2176
Boyd Watterson Asset Management
Ohio
$229K – – –
BCM
2177
Boreal Capital Management
Florida
$229K +$27.8K +140 +23%
IWC
2178
Infinity Wealth Counsel
Ohio
$229K +$151K +760 New
CG
2179
Curat Global
New Hampshire
$228K -$469K -2,362 -50%
BWP
2180
Balboa Wealth Partners
Arizona
$228K +$150K +755 New
CWM
2181
Centurion Wealth Management
Virginia
$227K +$150K +754 New
IW
2182
Instrumental Wealth
Florida
$227K +$149K +752 New
BIM
2183
Baldwin Investment Management
Pennsylvania
$226K +$149K +750 New
BWM
2184
Bluebird Wealth Management
Massachusetts
$226K +$149K +750 New
FDW
2185
Fourth Dimension Wealth
Ohio
$226K +$149K +750 New
RCWM
2186
Royal Capital Wealth Management
Indiana
$226K +$149K +750 New
LWMI
2187
Legacy Wealth Management (Idaho)
Idaho
$226K +$1.59K +8 +1%
HDIM
2188
Hanson & Doremus Investment Management
Vermont
$225K -$62.1K -313 -30%
LA
2189
Layline Advisors
New York
$224K +$147K +743 New
PP
2190
Pacifica Partners
Canada
$224K – – –
MCM
2191
MontVue Capital Management
Virginia
$223K +$147K +740 New
RFA
2192
Reyes Financial Architecture
California
$223K +$17.9K +90 +14%
MC
2193
Matters Capital
Florida
$223K +$147K +740 New
APFP
2194
Action Point Financial Planning
Michigan
$223K +$147K +740 New
WWM
2195
Wiser Wealth Management
Georgia
$222K +$146K +737 New
CWM
2196
Connecticut Wealth Management
Connecticut
$222K +$146K +736 New
CCA
2197
Cora Capital Advisors
New Jersey
$221K +$145K +731 New
WC
2198
Woodstock Corp
Massachusetts
$221K +$145K +731 New
RA
2199
RiverTree Advisors
Florida
$220K +$145K +730 New
SW
2200
StrongBox Wealth
Missouri
$220K +$145K +730 New
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