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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
876
Crestwood Advisors Group
Massachusetts
$356K -$344K -1,590 -50%
BEI
877
Benjamin Edwards Inc
Missouri
$356K +$63.1K +292 +23%
AT
878
Arlington Trust
Alabama
$356K -$66.8K -309 -16%
PWPS
879
Pinnacle Wealth Planning Services
Ohio
$356K +$342K +1,583 New
DCM
880
Donaldson Capital Management
Indiana
$353K – – –
IFWM
881
Institute for Wealth Management
Colorado
$353K -$3.89K -18 -1%
CFFP
882
Center for Financial Planning
Michigan
$352K +$3.24K +15 +1%
BAWM
883
Bennett Associates Wealth Management
Pennsylvania
$348K +$335K +1,551 New
MSFS
884
Main Street Financial Solutions
Pennsylvania
$347K +$2.16K +10 +0.7%
IFU
885
iSAM Funds (UK)
United Kingdom
$345K +$331K +1,534 New
DAS
886
Dynamic Advisor Solutions
Arizona
$344K -$7.78K -36 -2%
SP
887
Symmetry Partners
Connecticut
$343K – – –
CAWM
888
Capital Advisors Wealth Management
Washington
$343K +$330K +1,525 New
FHA
889
Flagship Harbor Advisors
Massachusetts
$342K -$864 -4 -0.3%
CAM
890
Cidel Asset Management
Ontario, Canada
$342K – – –
PCG
891
Prosperity Consulting Group
Maryland
$342K +$329K +1,523 New
CCA
892
Cravens & Co Advisors
Tennessee
$341K – – –
VWM
893
Venturi Wealth Management
Texas
$340K +$324K +1,500 +10,714%
LFAS
894
Level Four Advisory Services
Texas
$339K -$25.3K -117 -7%
HI
895
Harbour Investments
Wisconsin
$338K +$34.4K +159 +12%
SIAG
896
Safeguard Investment Advisory Group
California
$338K – – –
SC
897
Searle & Co
Connecticut
$337K – – –
BFC
898
Blue Fin Capital
Rhode Island
$336K +$6.48K +30 +2%
BCM
899
Birmingham Capital Management
Alabama
$335K – – –
GFP
900
Gryphon Financial Partners
Ohio
$334K -$21K -97 -6%
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