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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
726
Interchange Capital Partners
Pennsylvania
$568K +$102K +438 +24%
HC
727
Henshaw Capital
Massachusetts
$564K +$157K +673 +42%
PWM
728
Perigon Wealth Management
California
$564K +$13.3K +57 +3%
SWM
729
Spire Wealth Management
Virginia
$563K -$32.6K -140 -6%
XF
730
XML Financial
Maryland
$562K +$3.49K +15 +0.7%
EGA
731
E&G Advisors
Texas
$558K – – –
BCM
732
Brookstone Capital Management
Illinois
$555K -$2.79K -12 -0.6%
SIG
733
Stonegate Investment Group
Alabama
$552K -$7.68K -33 -1%
FMWA
734
Forvis Mazars Wealth Advisors
Missouri
$552K -$1.63K -7 -0.3%
FANJ
735
Financial Architects (New Jersey)
New Jersey
$551K +$119K +513 +30%
PFA
736
Pathway Financial Advisors
Vermont
$550K – – –
HWMG
737
Hurlow Wealth Management Group
Indiana
$545K -$102K -440 -17%
TMAM
738
Tokio Marine Asset Management
Japan
$544K +$40.8K +175 +9%
FF
739
FourThought Financial
Florida
$542K +$17K +73 +3%
CCA
740
Cobblestone Capital Advisors
New York
$539K – – –
CPIA
741
Cornell Pochily Investment Advisors
New York
$539K – – –
MHS
742
M Holdings Securities
Oregon
$533K +$500K +2,147 New
PCA
743
Peddock Capital Advisors
Massachusetts
$531K – – –
HVIA
744
Hudson Valley Investment Advisors
New York
$531K +$8.15K +35 +2%
EARNEST Partners
745
EARNEST Partners
Georgia
$528K – – –
FPCP
746
Fort Point Capital Partners
California
$528K +$6.75K +29 +1%
SC
747
Savant Capital
Illinois
$525K +$109K +470 +29%
DWT
748
Dorsey & Whitney Trust
South Dakota
$524K +$233 +1 +0%
ESCM
749
Echo Street Capital Management
New York
$517K -$789K -3,389 -62%
SFI
750
Siemens Fonds Invest
Germany
$517K – – –