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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
826
Institute for Wealth Management
Colorado
$304K – – –
BL
827
Bleichroeder LP
New York
$302K – – –
RIA
828
Realta Investment Advisors
Delaware
$299K -$62.4K -341 -18%
MIM
829
Merrion Investment Management
New Jersey
$299K +$289K +1,579 New
B
830
Barings
North Carolina
$298K -$49.9K -273 -15%
ST
831
Sabal Trust
Florida
$297K +$5.49K +30 +2%
PP
832
Patten & Patten
Tennessee
$296K +$2.01K +11 +0.7%
FCFC
833
First Commonwealth Financial Corp
Pennsylvania
$294K +$35.9K +196 +14%
SWM
834
SeaCrest Wealth Management
New York
$292K -$38.8K -212 -12%
NRS
835
Neville Rodie & Shaw
New York
$292K – – –
FFA
836
Founders Financial Alliance
North Carolina
$292K +$254K +1,389 +857%
Koshinski Asset Management
837
Koshinski Asset Management
Illinois
$291K +$732 +4 +0.3%
LNC
838
Lincoln National Corp
Pennsylvania
$289K -$169K -925 -38%
SC
839
Savant Capital
Illinois
$289K +$5.86K +32 +2%
MFA
840
Mayflower Financial Advisors
Massachusetts
$288K +$279K +1,526 New
RC
841
Roundview Capital
New Jersey
$287K +$278K +1,521 New
DAS
842
Dynamic Advisor Solutions
Arizona
$286K -$25.2K -138 -8%
AWM
843
Altavista Wealth Management
North Carolina
$286K – – –
FNBTCON
844
First National Bank & Trust Co of Newtown
Pennsylvania
$285K – – –
PWS
845
Precision Wealth Strategies
Missouri
$285K +$276K +1,509 New
RHBC
846
R.H. Bluestein & Co
Michigan
$284K -$5.67K -31 -2%
WWM
847
Wolff Wiese Magana
California
$283K +$274K +1,500 New
KFC
848
Klingenstein Fields & Co
New York
$281K +$272K +1,489 New
MWPCG
849
Measured Wealth Private Client Group
New Hampshire
$280K -$312K -1,706 -54%
OCM
850
Orser Capital Management
Texas
$280K +$271K +1,480 New