LHX icon

L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
LFIA
926
Legacy Financial Independent Advisors
Kentucky
$676K +$685K +1,959 New
PCS
927
Personal CFO Solutions
New Jersey
$674K -$76.2K -218 -10%
FCCM
928
First City Capital Management
Georgia
$671K -$59.4K -170 -8%
BIG
929
Builder Investment Group
Georgia
$670K – – –
BAM
930
Belpointe Asset Management
Nevada
$667K -$156K -446 -19%
FWM
931
Forza Wealth Management
Florida
$666K – – –
SIC
932
Salem Investment Counselors
North Carolina
$663K +$53.5K +153 +9%
SAM
933
Smartleaf Asset Management
Massachusetts
$662K +$87K +249 +15%
NHC
934
Nicholas Hoffman & Company
Georgia
$661K +$270K +772 +68%
WAG
935
Wilkerson Advisory Group
Missouri
$660K +$312K +892 +88%
CPIA
936
Cornell Pochily Investment Advisors
New York
$659K – – –
WAM
937
Werlinich Asset Management
Connecticut
$659K – – –
ONB
938
Old National Bancorp
Indiana
$659K +$12.2K +35 +2%
BRWM
939
Blue Rock Wealth Management
North Carolina
$656K – – –
DS
940
DRW Securities
Illinois
$654K +$665K +1,902 New
QI
941
Qtron Investments
Massachusetts
$653K +$699 +2 +0.1%
BC
942
Bridgefront Capital
Texas
$653K +$661K +1,892 New
GAG
943
GM Advisory Group
New York
$652K +$210K +602 +47%
C
944
Certuity
Florida
$650K -$140K -401 -18%
FIA
945
Foundations Investment Advisors
Arizona
$650K -$29K -83 -4%
MSWM
946
McGlone Suttner Wealth Management
Wisconsin
$649K +$36.3K +104 +6%
FCH
947
Freestone Capital Holdings
Washington
$649K +$75.1K +215 +13%
EWM
948
EPG Wealth Management
Georgia
$648K +$656K +1,876 New
XWL
949
XXI Wealth LLC
Illinois
$646K +$168K +481 +35%
3IP
950
3Chopt Investment Partners
Virginia
$644K -$1.75K -5 -0.3%