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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
2201
Hanson & Doremus Investment Management
Vermont
$225K -$62.1K -313 -30%
LA
2202
Layline Advisors
New York
$224K +$147K +743 New
PP
2203
Pacifica Partners
Canada
$224K – – –
MCM
2204
MontVue Capital Management
Virginia
$223K +$147K +740 New
WG
2205
Wellington Group
Indiana
$223K -$15.9K -80 -10%
RFA
2206
Reyes Financial Architecture
California
$223K +$17.9K +90 +14%
MC
2207
Matters Capital
Florida
$223K +$147K +740 New
APFP
2208
Action Point Financial Planning
Michigan
$223K +$147K +740 New
WWM
2209
Wiser Wealth Management
Georgia
$222K +$146K +737 New
CWM
2210
Connecticut Wealth Management
Connecticut
$222K +$146K +736 New
CCA
2211
Cora Capital Advisors
New Jersey
$221K +$145K +731 New
WC
2212
Woodstock Corp
Massachusetts
$221K +$145K +731 New
RA
2213
RiverTree Advisors
Florida
$220K +$145K +730 New
SW
2214
StrongBox Wealth
Missouri
$220K +$145K +730 New
SCP
2215
Stevens Capital Partners
Nebraska
$219K +$144K +727 New
JWM
2216
Johnson Wealth Management
North Dakota
$219K +$144K +725 New
SL
2217
Salomon & Ludwin
Virginia
$218K -$7.94K -40 -5%
FI
2218
Finivi Inc
Massachusetts
$218K +$144K +723 New
EA
2219
Echo45 Advisors
California
$217K +$143K +720 New
WF
2220
WoodTrust Financial
Wisconsin
$217K +$143K +718 New
SFSG
2221
Sound Financial Strategies Group
Mississippi
$217K +$143K +718 New
SP
2222
Successful Portfolios
Florida
$215K +$185K +930 New
BAM
2223
Byrne Asset Management
New Jersey
$214K – – –
PFA
2224
Presper Financial Architects
Ohio
$214K +$141K +710 New
PAS
2225
PKS Advisory Services
New York
$213K +$140K +707 New
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89
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