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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
926
Raleigh Capital Management
North Carolina
$335K +$96.8K +404 +34%
WDA
927
Wendell David Associates
New Hampshire
$335K
FTWA
928
Fifth Third Wealth Advisors
Ohio
$335K -$193K -806 -34%
LFAS
929
Level Four Advisory Services
Texas
$334K +$5.75K +24 +2%
AT
930
Arlington Trust
Alabama
$333K -$4.79K -20 -1%
SIG
931
Sky Investment Group
Connecticut
$333K +$19.4K +81 +5%
EC
932
EntryPoint Capital
New York
$332K -$75K -313 -17%
DCM
933
Donaldson Capital Management
Indiana
$331K -$1.44K -6 -0.4%
UB
934
UMB Bank
Missouri
$330K +$23K +96 +7%
TPA
935
Trivium Point Advisory
Connecticut
$330K +$123K +512 +48%
CFFP
936
Center for Financial Planning
Michigan
$330K
MG
937
Marex Group
$329K +$375K +1,564 New
PPWP
938
Premier Path Wealth Partners
New Jersey
$328K +$12.2K +51 +3%
PWA
939
Phoenix Wealth Advisors
North Carolina
$327K -$4.31K -18 -1%
IFWM
940
Institute for Wealth Management
Colorado
$327K -$5.51K -23 -1%
EB
941
Eastern Bank
Massachusetts
$326K
HI
942
Harbour Investments
Wisconsin
$322K +$5.51K +23 +2%
Fisher Asset Management
943
Fisher Asset Management
Washington
$321K -$6.47K -27 -2%
RWM
944
Ritholtz Wealth Management
New York
$321K -$15.6K -65 -4%
CAM
945
Cidel Asset Management
Ontario, Canada
$320K
VCA
946
Verdence Capital Advisors
Maryland
$320K +$10.1K +42 +3%
NWA
947
New World Advisors
Massachusetts
$320K -$35.9K -150 -9%
CCA
948
Cravens & Co Advisors
Tennessee
$319K
SIAG
949
Safeguard Investment Advisory Group
California
$317K +$719 +3 +0.2%
SWM
950
Salvus Wealth Management
New Jersey
$317K +$361K +1,506 New