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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
2401
United Financial Planning Group
New York
$24.1K – – –
VWA
2402
VSM Wealth Advisory
Maryland
$24.1K – – –
FW
2403
Fairway Wealth
Ohio
$24.1K +$15.9K +80 New
CWP
2404
Clark Wealth Partners
Illinois
$23.8K +$1.79K +9 +13%
HIA
2405
HFM Investment Advisors
New Jersey
$22.9K +$7.15K +36 +90%
TVWM
2406
Tower View Wealth Management
Wisconsin
$21.4K +$199 +1 +1%
SRCM
2407
Signature Resources Capital Management
California
$21.1K – – –
NB
2408
NBH Bank
Colorado
$21.1K +$13.9K +70 New
ACA
2409
American Capital Advisory
Idaho
$20.5K +$3.57K +18 +36%
APW
2410
Allied Private Wealth
Florida
$19.9K +$17.9K +90 New
SFCL
2411
Strengthening Families & Communities LLC
Massachusetts
$18.1K +$11.9K +60 New
CWM
2412
Cranbrook Wealth Management
Michigan
$18.1K – – –
RWM
2413
RMG Wealth Management
Wisconsin
$16.7K -$3.97K -20 -20%
ISWM
2414
Intesa Sanpaolo Wealth Management
$16K -$3.38K -17 -24%
BL
2415
BFSG LLC
California
$15.1K – – –
KCM
2416
Key Capital Management
Tennessee
$15.1K – – –
JFA
2417
JNBA Financial Advisors
Minnesota
$15.1K +$5.96K +30 +150%
BWS
2418
Buck Wealth Strategies
Colorado
$15.1K +$9.93K +50 New
CSB
2419
City State Bank
Iowa
$15.1K +$9.93K +50 New
MEG
2420
Millstone Evans Group
Colorado
$15.1K +$9.93K +50 New
BH
2421
Burk Holdings
Oklahoma
$15.1K – – –
PWMG
2422
Private Wealth Management Group
New Jersey
$14.8K -$2.18K -11 -18%
RWS
2423
Retirement Wealth Solutions
Wisconsin
$14.8K +$9.73K +49 New
AAG
2424
Armstrong Advisory Group
Massachusetts
$12.1K – – –
SWP
2425
Strategic Wealth Partners
Ohio
$12.1K -$3.97K -20 -33%
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97
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