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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
726
Simplicity Wealth
New Jersey
$628K +$20.3K +94 +3%
PA
727
Parallel Advisors
California
$628K +$1.3K +6 +0.2%
ACM
728
Andina Capital Management
Utah
$627K -$107K -493 -15%
FCFC
729
First Commonwealth Financial Corp
Pennsylvania
$623K +$39.1K +181 +7%
AWM
730
AE Wealth Management
Kansas
$623K +$234K +1,082 +64%
SIM
731
Sentry Investment Management
Wisconsin
$621K -$122K -566 -17%
CW
732
CreativeOne Wealth
Kansas
$620K +$43.4K +201 +8%
IAS
733
Insigneo Advisory Services
Florida
$619K +$33.5K +155 +6%
SP
734
Saranac Partners
$618K -$59.6K -276 -9%
GSB
735
Greenfield Savings Bank
Massachusetts
$618K +$3.89K +18 +0.7%
TCA
736
Transcend Capital Advisors
New Jersey
$616K +$275K +1,273 +87%
AIM
737
Anchor Investment Management
South Carolina
$615K -$23.8K -110 -4%
MCC
738
Money Concepts Capital
Florida
$614K -$44.3K -205 -7%
VFA
739
Valeo Financial Advisors
Indiana
$605K +$81.9K +379 +16%
EWA
740
EP Wealth Advisors
California
$603K -$6.7K -31 -1%
CIM
741
CIM Investment Management
Pennsylvania
$601K -$3.46K -16 -0.6%
FBC
742
Fairfield, Bush & Co
Connecticut
$600K -$37.8K -175 -6%
JWCA
743
J.W. Coons Advisors
Ohio
$598K – – –
FIA
744
Foundations Investment Advisors
Arizona
$596K +$15.6K +72 +3%
QIM
745
Quantitative Investment Management
Virginia
$595K +$573K +2,653 New
MPPW
746
Mitchell & Pahl Private Wealth
Oklahoma
$592K -$1.08K -5 -0.2%
DG
747
DMC Group
Alabama
$590K +$19.2K +89 +4%
EIP
748
Easterly Investment Partners
Massachusetts
$584K – – –
SACTSONJ
749
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$584K – – –
CFO
750
Callan Family Office
Pennsylvania
$582K +$560K +2,593 New
28 29
30
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