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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
2326
Creative Capital Management Investments
California
$101K +$15.1K +76 +29%
TWD
2327
True Wealth Design
Ohio
$101K -$6.95K -35 -9%
UFF
2328
USA Financial Formulas
Michigan
$100K +$65.9K +332 New
CCC
2329
Chelsea Counsel Company
California
$99.6K – – –
DPW
2330
DiNuzzo Private Wealth
Pennsylvania
$99.6K – – –
PP
2331
Paladin Partners
Wisconsin
$99.6K – – –
TC
2332
Tacita Capital
Ontario, Canada
$99.6K – – –
GSWM
2333
Golden State Wealth Management
California
$96.7K +$39.7K +200 +167%
GG
2334
Gleason Group
Kentucky
$96.6K +$47.6K +240 +300%
DJSG
2335
D.J. St. Germain
Massachusetts
$96.5K – – –
PJC
2336
Phillip James Consulting
Minnesota
$96.5K – – –
QWM
2337
Quaker Wealth Management
New Jersey
$95.9K -$195K -982 -76%
MCA
2338
Midwest Capital Advisors
Michigan
$93.5K – – –
AT
2339
Arlington Trust
Alabama
$90.5K – – –
CFM
2340
Cornerstone Financial Management
Massachusetts
$90.5K +$19.9K +100 +50%
RIP
2341
RAM Investment Partners
Washington
$88.2K +$58K +292 New
BHWM
2342
Beaird Harris Wealth Management
Texas
$87.5K -$9.93K -50 -15%
DWM
2343
Dogwood Wealth Management
Kansas
$87.5K – – –
SR
2344
Syntax Research
Florida
$87.5K – – –
GP
2345
Guardian Partners
Canada
$87.5K +$57.6K +290 New
HC
2346
Hurley Capital
New York
$84.9K -$1.79K -9 -3%
HHCP
2347
Hilton Head Capital Partners
South Carolina
$84.5K -$11.9K -60 -18%
CMA
2348
Cedar Mountain Advisors
Oregon
$83.3K -$4.76K -24 -8%
FC
2349
Financial Consulate
Maryland
$82.1K +$4.37K +22 +9%
RWM
2350
Rialto Wealth Management
New York
$81.5K +$3.97K +20 +8%
92 93
94
95 96