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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
601
GDS Wealth Management
Texas
$888K -$25.3K -105 -3%
HAIM
602
Hunter Associates Investment Management
Pennsylvania
$888K +$210K +870 +31%
KWM
603
Kingsview Wealth Management
Oregon
$873K +$36.4K +151 +4%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$857K +$52.1K +216 +6%
BTW
605
Boston Trust Walden
Massachusetts
$853K +$241 +1 +0%
FA
606
FDx Advisors
Illinois
$852K -$289K -1,197 -25%
CIA
607
Covington Investment Advisors
Pennsylvania
$852K – – –
BB
608
Busey Bank
Illinois
$840K +$1.45K +6 +0.2%
CCP
609
Corient Capital Partners
California
$836K +$90.3K +374 +12%
FPAS
610
Focus Partners Advisor Solutions
Missouri
$832K +$830K +3,440 New
HI
611
Horizon Investments
North Carolina
$827K +$271K +1,122 +49%
SB
612
Simmons Bank
Arkansas
$820K +$55.5K +230 +7%
EWA
613
EP Wealth Advisors
California
$817K +$8.93K +37 +1%
HIA
614
Harbor Investment Advisory
Maryland
$814K +$36.9K +153 +5%
CTFG
615
Capstone Triton Financial Group
Oklahoma
$810K +$64.7K +268 +8%
HNW
616
High Note Wealth
Minnesota
$810K +$153K +634 +23%
BCA
617
Bay Colony Advisors
Massachusetts
$806K -$573K -2,373 -41%
ICM
618
Islay Capital Management
Texas
$803K -$38.9K -161 -5%
MGP
619
Metis Global Partners
California
$795K +$49.7K +206 +7%
GIA
620
Gladstone Institutional Advisory
Florida
$787K -$91.7K -380 -10%
FT
621
Fiduciary Trust
Massachusetts
$777K -$20.3K -84 -3%
LWAC
622
Laurel Wealth Advisors (California)
California
$773K +$85.2K +353 +12%
CPWA
623
Cerro Pacific Wealth Advisors
California
$768K -$101K -418 -12%
BPM
624
Bowling Portfolio Management
Ohio
$765K – – –
CIA
625
Capital Investment Advisors
Georgia
$760K -$165K -684 -18%
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25
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