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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2301
Valued Wealth Advisors
Utah
$118K +$22.2K +112 +40%
CPG
2302
Cornerstone Planning Group
New Jersey
$118K -$10.1K -51 -9%
TC
2303
Trust Company
Kansas
$118K +$5.96K +30 +8%
FCT
2304
First Community Trust
Iowa
$118K – – –
MAFA
2305
MJT & Associates Financial Advisory
Minnesota
$118K – – –
AWM
2306
Ameliora Wealth Management
Switzerland
$115K -$170K -855 -90%
RDFA
2307
Ritter Daniher Financial Advisory
Ohio
$114K -$20.1K -101 -21%
CTA
2308
Colonial Trust Advisors
South Carolina
$112K +$3.97K +20 +6%
TCM
2309
Triumph Capital Management
Colorado
$110K +$2.98K +15 +4%
NAMP
2310
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$105K +$99.3K +500 New
CCMI
2311
Creative Capital Management Investments
California
$101K +$15.1K +76 +29%
TWD
2312
True Wealth Design
Ohio
$101K -$6.95K -35 -9%
UFF
2313
USA Financial Formulas
Michigan
$100K +$65.9K +332 New
CCC
2314
Chelsea Counsel Company
California
$99.6K – – –
DPW
2315
DiNuzzo Private Wealth
Pennsylvania
$99.6K – – –
PP
2316
Paladin Partners
Wisconsin
$99.6K – – –
TC
2317
Tacita Capital
Ontario, Canada
$99.6K – – –
GSWM
2318
Golden State Wealth Management
California
$96.7K +$39.7K +200 +167%
GG
2319
Gleason Group
Kentucky
$96.6K +$47.6K +240 +300%
DJSG
2320
D.J. St. Germain
Massachusetts
$96.5K – – –
PJC
2321
Phillip James Consulting
Minnesota
$96.5K – – –
QWM
2322
Quaker Wealth Management
New Jersey
$95.9K -$195K -982 -76%
MCA
2323
Midwest Capital Advisors
Michigan
$93.5K – – –
AT
2324
Arlington Trust
Alabama
$90.5K – – –
CFM
2325
Cornerstone Financial Management
Massachusetts
$90.5K +$19.9K +100 +50%
91 92
93
94 95