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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
926
RFG Advisory
Alabama
$516K +$96.2K +352 +26%
TWC
927
TD Waterhouse Canada
Ontario, Canada
$515K +$12.3K +45 +3%
PCG
928
Prosperity Consulting Group
Maryland
$513K +$96.2K +352 +26%
TCBWMS
929
Texas Capital Bank Wealth Management Services
Texas
$513K +$217K +793 +89%
CRI
930
Commonwealth Retirement Investments
Virginia
$510K -$76.8K -281 -14%
SAM
931
Strategy Asset Managers
California
$510K -$40.5K -148 -8%
VCM
932
Versant Capital Management
Arizona
$509K +$22.1K +81 +5%
PFA
933
Pure Financial Advisors
California
$509K +$21.9K +80 +5%
A
934
AlphaQuest
New York
$509K +$174K +638 +62%
AWM
935
Atticus Wealth Management
Florida
$508K +$105K +383 +30%
GFP
936
Gryphon Financial Partners
Ohio
$507K -$14.8K -54 -3%
EPIME
937
Evelyn Partners Investment Management (Europe)
$505K -$156K -570 -26%
WCM
938
Wedge Capital Management
North Carolina
$504K -$2.72M -9,938 -86%
WAP
939
Wealthcare Advisory Partners
Pennsylvania
$502K +$57.7K +211 +15%
CAM
940
Cidel Asset Management
Ontario, Canada
$496K – – –
BPWM
941
BCS Private Wealth Management
New Jersey
$495K +$26K +95 +6%
KCM
942
Kathmere Capital Management
Pennsylvania
$493K +$441K +1,613 New
AAS
943
AdviceOne Advisory Services
Connecticut
$491K -$131K -478 -23%
SIG
944
Sky Investment Group
Connecticut
$490K – – –
CFG
945
Copley Financial Group
California
$489K -$37.4K -137 -8%
CFP
946
Catalyst Financial Partners
Massachusetts
$489K +$10.9K +40 +3%
BL
947
Bleichroeder LP
New York
$489K – – –
WIA
948
Westbourne Investment Advisors
Maryland
$489K – – –
WDA
949
Wendell David Associates
New Hampshire
$487K – – –
ST
950
Smithfield Trust
Pennsylvania
$485K +$45.4K +166 +12%
36 37
38
39 40