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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2451
CBIZ Investment Advisory Services
Ohio
$4.42K -$5.36K -27 -90%
DWM
2452
Darwin Wealth Management
Florida
$4.23K +$2.78K +14 New
MWM
2453
Mascoma Wealth Management
New Hampshire
$3.92K +$596 +3 +30%
3FI
2454
3 Factor Indexing
California
$3.02K – – –
NWS
2455
Nvest Wealth Strategies
Ohio
$3.02K – – –
BIM
2456
Breakwater Investment Management
Washington
$3.02K +$1.99K +10 New
RPA
2457
Redwood Park Advisors
California
$3.02K +$1.99K +10 New
WA
2458
Whipplewood Advisors
Colorado
$3.02K -$59.6K -300 -97%
AP
2459
Aspect Partners
Virginia
$3.02K -$3.97K -20 -67%
PSFG
2460
Park Square Financial Group
Georgia
$3.02K -$1.99K -10 -50%
AF
2461
Alerus Financial
North Dakota
$3.02K – – –
IPS
2462
Investors Portfolio Services
Washington
$3.02K – – –
PIS
2463
POM Investment Strategies
North Carolina
$3.02K – – –
CWM
2464
Copia Wealth Management
Oregon
$3.02K +$1.99K +10 New
EWM
2465
Evolution Wealth Management
Florida
$3.02K +$1.99K +10 New
NEWAS
2466
N.E.W. Advisory Services
Wisconsin
$3.02K +$1.99K +10 New
SFS
2467
Sunrise Financial Services
Washington
$3.02K +$1.99K +10 New
SWA
2468
Strategic Wealth Advisors
Arizona
$3K -$11.3K -57 -95%
WCM
2469
Winthrop Capital Management
Indiana
$3K – – –
EA
2470
Evolution Advisers
Virginia
$3K +$1.99K +10 New
POIA
2471
Pin Oak Investment Advisors
Texas
$3K +$1.99K +10 New
HHGA
2472
Halbert Hargrove Global Advisors
California
$2.78K +$1.79K +9 New
NWMP
2473
Noble Wealth Management PBC
Colorado
$2.11K +$1.39K +7 New
CI
2474
Cordant Inc
Oregon
$1.63K +$993 +5 New
VARA
2475
Value Aligned Research Advisors
New Jersey
– -$285M -1,434,010 Closed
97 98
99
100 101