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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
801
HighPoint Advisor Group
Illinois
$314K +$26.9K +143 +8%
HC
802
Henshaw Capital
Massachusetts
$314K -$91K -484 -21%
CFFP
803
Center for Financial Planning
Michigan
$313K +$240K +1,277 +224%
C
804
Certuity
Florida
$311K
WDA
805
Wendell David Associates
New Hampshire
$310K
IAN
806
Integrated Advisors Network
Texas
$309K +$2.07K +11 +0.6%
FBB
807
Fulton Breakefield Broenniman
Maryland
$307K +$6.58K +35 +2%
YMRC
808
Yorktown Management & Research Company
Virginia
$305K +$338K +1,800 New
IWM
809
IHT Wealth Management
Illinois
$304K -$21.2K -113 -6%
QI
810
Qtron Investments
Massachusetts
$303K -$406K -2,159 -55%
AFM
811
Andesa Financial Management
Pennsylvania
$302K +$49.8K +265 +18%
HAS
812
HBW Advisory Services
California
$301K +$334K +1,775 New
ECM
813
Estabrook Capital Management
New York
$300K
NIM
814
NuWave Investment Management
New Jersey
$299K +$263K +1,397 +852%
CHA
815
Carmichael Hill & Associates
Maryland
$298K
PPWM
816
PFG Private Wealth Management
Florida
$298K +$330K +1,757 New
FI
817
FormulaFolio Investments
Michigan
$297K +$77.1K +410 +31%
WEC
818
Winslow Evans & Crocker
Massachusetts
$296K +$195K +1,040 +147%
CAM
819
Cypress Asset Management
Texas
$294K -$16.4K -87 -5%
WCM
820
WealthBridge Capital Management
Ohio
$293K -$5.07K -27 -2%
ZCM
821
Ziegler Capital Management
Illinois
$291K -$10.7M -56,804 -97%
DWT
822
Dorsey & Whitney Trust
South Dakota
$290K +$107K +568 +50%
EWM
823
Empirical Wealth Management
Washington
$289K -$3.19K -17 -1%
Fayez Sarofim & Co
824
Fayez Sarofim & Co
Texas
$289K
NSB
825
Norway Savings Bank
Maine
$289K