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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
WDA
826
Wendell David Associates
New Hampshire
$390K – – –
GFP
827
Gryphon Financial Partners
Ohio
$387K +$466 +2 +0.1%
DWM
828
Doyle Wealth Management
Florida
$387K +$363K +1,557 New
ST
829
Sabal Trust
Florida
$383K – – –
CWM
830
Circle Wealth Management
New Jersey
$380K +$932 +4 +0.3%
SRC
831
Shufro Rose & Co
New York
$378K -$349K -1,500 -50%
PPW
832
Pinnacle Private Wealth
Massachusetts
$377K -$30.3K -130 -8%
CF
833
Centaurus Financial
California
$375K -$44K -189 -11%
FLII
834
First Long Island Investors
New York
$373K -$84.8K -364 -19%
PA
835
Parallel Advisors
California
$373K -$57.8K -248 -14%
RHBC
836
R.H. Bluestein & Co
Michigan
$373K -$466 -2 -0.1%
PP
837
Patten & Patten
Tennessee
$373K – – –
KFA
838
Krane Funds Advisors
New York
$373K +$350K +1,502 New
WA
839
WP Advisors
California
$372K +$348K +1,495 New
SHWM
840
Smith & Howard Wealth Management
Georgia
$365K – – –
FNBTCON
841
First National Bank & Trust Co of Newtown
Pennsylvania
$364K – – –
BMSSC
842
B. Metzler seel. Sohn & Co
Germany
$364K +$341K +1,464 New
JWCA
843
J.W. Cole Advisors
Florida
$363K +$18.9K +81 +6%
IFWM
844
Institute for Wealth Management
Colorado
$363K +$94.1K +404 +38%
SGI
845
Summit Global Investments
Utah
$362K +$70.1K +301 +26%
CAG
846
Crestwood Advisors Group
Massachusetts
$362K +$104K +448 +44%
OL
847
Optas LLC
Texas
$361K +$38.4K +165 +13%
LW
848
Linscomb Wealth
Texas
$359K +$4.89K +21 +1%
CAM
849
Cozad Asset Management
Illinois
$356K -$93.2K -400 -22%
WLPWM
850
Walled Lake Planning & Wealth Management
Illinois
$356K – – –