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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
801
Shelton Capital Management
Colorado
$312K -$38.3K -191 -11%
HB
802
Horizon Bancorp
Indiana
$311K +$315K +1,572 New
RMDI
803
R.M. Davis Inc
Maine
$310K -$26.3K -131 -8%
TCB
804
Texas Capital Bancshares
Texas
$310K -$5.01K -25 -2%
DWA
805
Douglass Winthrop Advisors
New York
$310K +$314K +1,565 New
EWM
806
Empirical Wealth Management
Washington
$306K
ACM
807
Armbruster Capital Management
New York
$305K -$91.1K -454 -23%
NRS
808
Neville Rodie & Shaw
New York
$305K -$27.7K -138 -8%
AssetMark Inc
809
AssetMark Inc
California
$305K +$19.1K +95 +7%
MAM
810
Meeder Asset Management
Ohio
$301K +$5.21K +26 +2%
SC
811
Savant Capital
Illinois
$300K +$40.1K +200 +15%
FNBTCON
812
First National Bank & Trust Co of Newtown
Pennsylvania
$294K
B
813
Bridgeworth
Alabama
$294K +$802 +4 +0.3%
SHWM
814
Smith & Howard Wealth Management
Georgia
$291K
GC
815
Grimes & Company
Massachusetts
$291K +$55.2K +275 +23%
IC
816
IEQ Capital
California
$287K +$292K +1,454 New
WLPWM
817
Walled Lake Planning & Wealth Management
Illinois
$283K +$287K +1,430 New
CEP
818
Chicago Equity Partners
Illinois
$280K
CIA
819
Choate Investment Advisors
Massachusetts
$279K +$2.61K +13 +0.9%
GT
820
Greenleaf Trust
Michigan
$278K -$27.9K -139 -9%
GWM
821
Geneos Wealth Management
Colorado
$278K -$4.81K -24 -2%
HFG
822
Heron Financial Group
New York
$277K +$244K +1,215 New
HFAS
823
Hummer Financial Advisory Services
Illinois
$277K +$281K +1,400 New
MPM
824
Meritage Portfolio Management
Kansas
$274K
WB
825
West Bancorporation
Iowa
$272K +$276K +1,376 New