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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
C2C Wealth Management
Arizona
$758K – – –
SFA
627
Sequoia Financial Advisors
Ohio
$755K -$59.9K -248 -7%
AWM
628
Accurate Wealth Management
Florida
$754K -$1.69K -7 -0.2%
WSTAM
629
Wilbanks Smith & Thomas Asset Management
Virginia
$752K +$64.4K +267 +9%
EFS
630
Essex Financial Services
Connecticut
$748K -$40.6K -168 -5%
GT
631
Greenleaf Trust
Michigan
$747K +$7.72K +32 +1%
HFA
632
High Falls Advisors
New York
$745K – – –
GSB
633
Greenfield Savings Bank
Massachusetts
$745K +$744K +3,081 New
HH
634
Hilltop Holdings
Texas
$742K -$12.1K -50 -2%
AIM
635
Athena Investment Management
California
$742K – – –
VEA
636
Virtus ETF Advisers
New York
$740K +$739K +3,061 New
GEA
637
Glen Eagle Advisors
New Jersey
$733K -$5.79K -24 -0.8%
BFO
638
Boston Family Office
Massachusetts
$732K – – –
ACM
639
Aubrey Capital Management
United Kingdom
$732K +$748K +3,100 New
BCM
640
Bayesian Capital Management
New York
$719K +$718K +2,975 New
FFM
641
Forum Financial Management
Illinois
$717K -$2.41K -10 -0.3%
FSA
642
Fort Sheridan Advisors
Illinois
$715K +$28.7K +119 +4%
MCM
643
Murphy Capital Management
New Jersey
$714K -$31.4K -130 -4%
DBIA
644
Dumont & Blake Investment Advisors
New Jersey
$713K -$83.3K -345 -10%
SS
645
Sunbelt Securities
Texas
$704K +$22.7K +94 +3%
WSC
646
Wellington Shields & Co
New York
$704K +$111K +458 +19%
CDH
647
Charles D. Hyman
$699K +$72.4K +300 +12%
CI Investments Inc
648
CI Investments Inc
Ontario, Canada
$694K -$275K -1,140 -28%
MPPW
649
Mitchell & Pahl Private Wealth
Oklahoma
$694K -$59.9K -248 -8%
BWM
650
BerganKDV Wealth Management
Minnesota
$690K +$63.2K +262 +10%