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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
626
Kingsview Wealth Management
Oregon
$860K -$19.1K -82 -2%
SLWA
627
San Luis Wealth Advisors
California
$857K +$936K +4,021 New
OTL
628
Oak Thistle LLC
New York
$842K +$18.9K +81 +2%
SFA
629
Sequoia Financial Advisors
Ohio
$838K +$125K +537 +19%
PSUF
630
People's United Financial
Connecticut
$832K -$219K -942 -22%
EWA
631
EP Wealth Advisors
California
$831K +$36.1K +155 +5%
USCWA
632
U.S. Capital Wealth Advisors
Texas
$830K +$82.9K +356 +12%
AG
633
Algert Global
California
$828K +$776K +3,333 New
LNWWM
634
Laird Norton Wetherby Wealth Management
California
$827K +$50.5K +217 +7%
FT
635
Fiduciary Trust
Massachusetts
$820K +$106K +454 +16%
DBIA
636
Dumont & Blake Investment Advisors
New Jersey
$818K +$5.59K +24 +0.7%
EFS
637
Essex Financial Services
Connecticut
$810K +$316K +1,356 +71%
CTFG
638
Capstone Triton Financial Group
Oklahoma
$807K +$79.9K +343 +11%
FHB
639
First Hawaiian Bank
Hawaii
$803K -$139K -599 -16%
HIA
640
Harbor Investment Advisory
Maryland
$799K – – –
SEC
641
Seven Eight Capital
New York
$795K -$3.39M -14,539 -82%
BPM
642
Bowling Portfolio Management
Ohio
$787K – – –
AWM
643
Accurate Wealth Management
Florida
$787K +$700K +3,004 +1,843%
SB
644
Simmons Bank
Arkansas
$785K +$5.59K +24 +0.8%
MPPW
645
Mitchell & Pahl Private Wealth
Oklahoma
$776K -$16.1K -69 -2%
IRF
646
IBM Retirement Fund
New York
$775K -$48.2K -207 -6%
HH
647
Hilltop Holdings
Texas
$775K +$6.29K +27 +0.9%
VI
648
Vestcor Inc
New Brunswick, Canada
$771K +$145K +624 +25%
SI
649
Symmetry Investments
Jersey
$770K +$722K +3,100 New
MCM
650
Murphy Capital Management
New Jersey
$766K – – –