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Klaviyo

KVYO

Market cap $5.74B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
251	BWL 251 Bogart Wealth LLC Mclean, Virginia	$2.39K	+$1.61K	+97	+159%
252	SGFG 252 Silver Grove Financial Group Orchard Park, New York	$2.29K	+$2.52K	+152	New
253	MWPCG 253 Measured Wealth Private Client Group Portsmouth, New Hampshire	$2.19K	–	–	–
254	CIA 254 Cape Investment Advisory Mcdonough, Georgia	$2.01K	+$2.2K	+133	New
255	PWMG 255 Private Wealth Management Group Princeton, New Jersey	$1.98K	+$597	+36	+38%
256	AAG 256 Armstrong Advisory Group Needham, Massachusetts	$1.81K	–	–	–
257	HI 257 Harbour Investments Madison, Wisconsin	$1.78K	+$1.96K	+118	New
258	QC 258 Quent Capital New York	$1.6K	+$1.76K	+106	New
259	AAS 259 Ameritas Advisory Services Lincoln, Nebraska	$1.3K	+$1.43K	+86	New
260	QL 260 Quarry LP New York	$1.25K	+$1.38K	+83	New
261	EC 261 Elequin Capital New York	$1.07K	–	–	–
262	UB 262 UMB Bank Kansas City, Missouri	$997	+$1.09K	+66	New
263	TWC 263 TD Waterhouse Canada Toronto, Ontario, Canada	$933	+$945	+57	New
264	PPC 264 Park Place Capital Homewood, Alabama	$921	+$398	+24	+65%
265	CA 265 CoreCap Advisors Southfield, Michigan	$891	–	–	–
266	MCM 266 Manchester Capital Management Manchester, Vermont	$695	+$762	+46	New
267	SIC 267 SJS Investment Consulting Sylvania, Ohio	$544	+$149	+9	+33%
268	SC 268 SouthState Corp Winter Haven, Florida	$499	-$331	-20	-38%
269	TFA 269 Transamerica Financial Advisors St. Petersburg, Florida	$498	+$547	+33	New
270	CFM 270 Cornerstone Financial Management Burlington, Massachusetts	$423	-$414	-25	-47%
271	MPWT 271 MassMutual Private Wealth & Trust Windsor, Connecticut	$423	+$464	+28	New
272	OCWP 272 Owl Creek Wealth Partners Denver, Colorado	$378	+$414	+25	New
273	FC 273 Fairscale Capital Nashua, New Hampshire	$227	–	–	–
274	TWD 274 True Wealth Design Akron, Ohio	$151	-$1.49K	-90	-90%
275	MCM 275 MV Capital Management Bethesda, Maryland	$151	+$166	+10	New

Klaviyo KVYO Market cap $5.74B

Klaviyo

KVYO

Market cap $5.74B