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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
576
Park Avenue Securities
New York
$1.04M +$177K +843 +21%
HCA
577
Harbor Capital Advisors
Illinois
$1.03M +$1.01M +4,825 New
IWC
578
Integrated Wealth Concepts
Massachusetts
$1.03M +$16.2K +77 +2%
MFT
579
Moisand Fitzgerald Tamayo
Florida
$1.02M – – –
JIC
580
Johnson Investment Counsel
Ohio
$1.02M +$30.7K +146 +3%
CAM
581
Covenant Asset Management
New Jersey
$1.01M +$994K +4,731 New
CTFG
582
Capstone Triton Financial Group
Oklahoma
$1M +$62.6K +298 +7%
GF
583
Gries Financial
Ohio
$996K -$940K -4,477 -49%
TMAM
584
Tokio Marine Asset Management
Japan
$993K +$46.2K +220 +5%
PK
585
Pflug Koory
Nebraska
$992K +$2.52K +12 +0.3%
LWA
586
Lantern Wealth Advisors
New York
$991K +$977K +4,650 New
AWM
587
Axxcess Wealth Management
California
$989K +$316K +1,505 +48%
MCM
588
Mendel Capital Management
Arkansas
$989K -$25K -119 -3%
ACL
589
Applied Capital LLC
Florida
$983K -$36.3K -173 -4%
RPC
590
Rossmore Private Capital
Connecticut
$983K – – –
BIA
591
Beacon Investment Advisors
Maryland
$981K +$13.4K +64 +1%
KWA
592
Kingswood Wealth Advisors
California
$979K -$503K -2,397 -34%
BFPW
593
BOK Financial Private Wealth
Colorado
$977K – – –
DM
594
Delphi Management
Massachusetts
$968K +$51.7K +246 +6%
NIM
595
NEOS Investment Management
Connecticut
$964K +$385K +1,833 +68%
DAM
596
Deltec Asset Management
New York
$959K – – –
FIM
597
Freedom Investment Management
Connecticut
$954K -$52.9K -252 -5%
PWM
598
PBMares Wealth Management
Virginia
$949K +$52.5K +250 +6%
STCOSD
599
Sageworth Trust Company of South Dakota
South Dakota
$946K +$16.2K +77 +2%
KMWM
600
Keudell/Morrison Wealth Management
Oregon
$946K – – –
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