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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
801
Biltmore Family Office
North Carolina
$460K – – –
IA
802
IFG Advisory
Georgia
$459K +$442K +2,044 New
DBIA
803
Dumont & Blake Investment Advisors
New Jersey
$457K +$213K +986 +94%
PCIA
804
Prime Capital Investment Advisors
Kansas
$456K -$111K -514 -20%
IFG
805
Independent Financial Group
California
$456K -$25.7K -119 -6%
FPCP
806
Fort Point Capital Partners
California
$448K -$7.56K -35 -2%
AIP
807
Ameritas Investment Partners
Nebraska
$448K -$23.8K -110 -5%
CI
808
Cigna Investments
Connecticut
$448K – – –
CCWM
809
Cassaday & Co Wealth Management
Virginia
$447K +$6.27K +29 +1%
CNFG
810
Creegan & Nassoura Financial Group
New Hampshire
$446K – – –
VAS
811
Vestmark Advisory Solutions
Massachusetts
$444K +$124K +575 +41%
RWM
812
Ritholtz Wealth Management
New York
$444K +$91.4K +423 +27%
SCTC
813
Sanibel Captiva Trust Company
Florida
$440K – – –
CHA
814
Carmichael Hill & Associates
Maryland
$440K – – –
BIG
815
Builder Investment Group
Georgia
$436K – – –
HWMG
816
Hurlow Wealth Management Group
Indiana
$433K -$9.94K -46 -2%
TCB
817
Texas Capital Bancshares
Texas
$432K -$93.6K -433 -18%
WC
818
Whitney & Co
New York
$429K – – –
WAM
819
Werlinich Asset Management
Connecticut
$426K – – –
AC
820
ASB Consultores
Florida
$426K -$25.5K -118 -6%
HNWAG
821
High Net Worth Advisory Group
Florida
$424K -$32.4K -150 -7%
FWM
822
Forza Wealth Management
Florida
$424K – – –
AWA
823
Arete Wealth Advisors
Illinois
$424K +$409K +1,893 New
APP
824
Avantax Planning Partners
Iowa
$424K +$17.3K +80 +4%
CS
825
Crescent Sterling
Louisiana
$420K -$6.48K -30 -2%
31 32
33
34 35