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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2251
PAX Financial Group
Texas
$202K +$133K +668 New
PNAA
2252
Pictet North America Advisors
Switzerland
$201K +$132K +666 New
TPWA
2253
TRUE Private Wealth Advisors
Oregon
$201K +$132K +666 New
JGIA
2254
Jackson Grant Investment Advisers
Connecticut
$199K – – –
SMBT
2255
Southern Michigan Bank & Trust
Michigan
$199K – – –
OW
2256
Olistico Wealth
Oklahoma
$199K -$397 -2 -0.3%
CT
2257
Colonial Trust
South Carolina
$194K -$21K -106 -14%
PRP
2258
Peak Retirement Planning
Ohio
$193K +$127K +641 New
AA
2259
Addison Advisors
Vermont
$193K -$9.93K -50 -7%
PB
2260
Prosperity Bancshares
Texas
$193K – – –
AG
2261
AmeriFlex Group
Nevada
$192K -$8.73K -44 -6%
AFC
2262
Ares Financial Consulting
California
$190K +$199 +1 +0.2%
T
2263
TOBAM
France
$190K -$7.74K -39 -6%
FFO
2264
Fortitude Family Office
Arizona
$187K +$41.7K +210 +51%
WAG
2265
Wilkerson Advisory Group
Missouri
$185K -$135K -678 -53%
CB
2266
CNB Bank
Pennsylvania
$181K -$13.9K -70 -10%
S
2267
Sachetta
Massachusetts
$179K +$12.7K +64 +12%
NS
2268
NBC Securities
Alabama
$179K -$47K -237 -29%
HWA
2269
HHM Wealth Advisors
Tennessee
$175K -$1.99K -10 -2%
CT
2270
Clearstead Trust
Maine
$172K -$15.9K -80 -12%
WA
2271
Westfuller Advisors
New York
$170K +$62.1K +313 +125%
LWM
2272
Lodestone Wealth Management
Washington
$169K – – –
EP
2273
Evelyn Partners
$169K +$111K +560 New
IWM
2274
IMG Wealth Management
Florida
$166K +$43.7K +220 +67%
FPF
2275
First Pacific Financial
Washington
$158K -$11.3K -57 -10%
89 90
91
92 93