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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
901
MidWestOne Financial Group
Iowa
$203K -$4.81K -24 -2%
CGL
902
Clarius Group LLC
Washington
$203K +$191K +952 New
SSB
903
Sandy Spring Bank
Maryland
$202K – – –
ARMT
904
Amica Retiree Medical Trust
Rhode Island
$200K – – –
VFA
905
Valeo Financial Advisors
Indiana
$197K +$78.2K +390 +64%
RWB
906
RMR Wealth Builders
New Jersey
$194K +$196K +978 New
TI
907
tru Independence
Oregon
$194K +$216K +1,075 New
TPCW
908
TD Private Client Wealth
New York
$192K +$194K +969 New
BAM
909
Barrett Asset Management
New York
$190K +$75.8K +378 +65%
GWS
910
Glassman Wealth Services
Virginia
$189K -$201 -1 -0.1%
NC
911
NewSquare Capital
Pennsylvania
$188K – – –
CT
912
Caldwell Trust
Florida
$182K +$185K +920 New
TF
913
Tompkins Financial
New York
$170K – – –
AIS
914
Accurate Investment Solutions
Pennsylvania
$168K – – –
BAM
915
Bellevue Asset Management
Washington
$163K +$165K +823 New
FPFS
916
First Personal Financial Services
North Carolina
$148K -$117K -585 -44%
EI
917
Ellevest Inc
New York
$147K +$149K +742 New
FWM
918
Focused Wealth Management
New York
$143K +$145K +725 New
HWA
919
Heritage Wealth Advisors
Virginia
$140K +$1.6K +8 +1%
KWM
920
Keebeck Wealth Management
Illinois
$139K +$141K +704 New
CFFP
921
Center for Financial Planning
Michigan
$138K +$140K +696 New
PWMG
922
Prestige Wealth Management Group
New Jersey
$133K +$37.3K +186 +38%
TRCT
923
Tower Research Capital (TRC)
New York
$131K -$1.53M -7,609 -92%
BL
924
Balentine LLC
Georgia
$130K +$13.4K +67 +11%
PMFA
925
Plante Moran Financial Advisors
Michigan
$130K +$25.9K +129 +24%
35 36
37
38 39