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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
651
Sentry Investment Management
Wisconsin
$701K +$419K +2,231 +203%
CA
652
Clearstead Advisors
Ohio
$699K +$20.3K +108 +3%
HWM
653
HB Wealth Management
Georgia
$697K +$163K +870 +36%
VSQM
654
V-Square Quantitative Management
Illinois
$688K +$159K +845 +35%
BC
655
Bowman & Company
Wisconsin
$685K +$45K +240 +8%
ETC
656
Exchange Traded Concepts
Oklahoma
$681K +$563 +3 +0.1%
PIP
657
Peachtree Investment Partners
Florida
$679K -$12.4K -66 -2%
CCG
658
Ceeto Capital Group
Florida
$674K – – –
CAG
659
Crestwood Advisors Group
Massachusetts
$667K +$131K +698 +28%
CGIM
660
Capital Group Investment Management
Singapore
$665K +$58K +309 +11%
BW
661
Bison Wealth
Georgia
$661K +$11.3K +60 +2%
AWM
662
Axxcess Wealth Management
California
$661K +$589K +3,138 New
IWA
663
Invera Wealth Advisors
Oregon
$659K +$587K +3,127 New
BP
664
Ballentine Partners
Massachusetts
$656K -$37.7K -201 -6%
AT
665
Arden Trust
Delaware
$650K -$34.5K -184 -6%
AWM
666
Accurate Wealth Management
Florida
$648K -$16.3K -87 -3%
AIM
667
Athena Investment Management
California
$646K – – –
ST
668
Spinnaker Trust
Maine
$642K – – –
FFM
669
Forum Financial Management
Illinois
$639K -$3.38K -18 -0.6%
CCM
670
Coldstream Capital Management
Washington
$636K +$39K +208 +7%
FT
671
Fiduciary Trust
Massachusetts
$635K – – –
AI
672
AXS Investments
New York
$632K +$563K +3,000 New
DWT
673
Dorsey & Whitney Trust
South Dakota
$630K +$63.4K +338 +13%
CM
674
Columbus Macro
Pennsylvania
$629K +$3.38K +18 +0.6%
AIM
675
Anchor Investment Management
South Carolina
$627K -$14.1K -75 -2%
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