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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
SNT
1001
Security National Trust
West Virginia
$121K -$53.8K -250 -31%
PWMG
1002
Prestige Wealth Management Group
New Jersey
$120K -$50.5K -235 -30%
Parallax Volatility Advisers
1003
Parallax Volatility Advisers
California
$118K +$118K +547 New
LSA
1004
Leonteq Securities AG
Switzerland
$118K -$53.3K -248 -31%
GIA
1005
Goodwin Investment Advisory
Georgia
$116K +$87.5K +407 +165%
BFC
1006
Bedel Financial Consulting
Indiana
$115K +$4.52K +21 +4%
KFS
1007
Kelly Financial Services
Massachusetts
$114K +$5.3M +24,631 +21,606%
BAM
1008
Barrett Asset Management
New York
$111K
JCM
1009
Jacobi Capital Management
Pennsylvania
$111K +$8.17K +38 +8%
BCA
1010
Berman Capital Advisors
Georgia
$110K +$11.6K +54 +12%
AFG
1011
Albion Financial Group
Utah
$110K +$109K +507 New
OC
1012
Oakworth Capital
Alabama
$108K
CAL
1013
Capital Advisors Ltd
Ohio
$104K
AA
1014
Addison Advisors
Vermont
$104K +$103K +480 New
MA
1015
MUFG Americas
New York
$103K +$19.4K +90 +23%
PMFA
1016
Plante Moran Financial Advisors
Michigan
$102K -$27.3K -127 -21%
TF
1017
TimeScale Financial
Massachusetts
$99K -$7.1K -33 -7%
SWA
1018
Sutton Wealth Advisors
Florida
$95.3K
BWM
1019
Baystate Wealth Management
Massachusetts
$90K
ADL
1020
Asset Dedication LLC
California
$90K +$12.7K +59 +17%
AssetMark Inc
1021
AssetMark Inc
California
$80K -$8.49M -39,479 -99%
PB
1022
Pinnacle Bancorp
Nebraska
$79K
APP
1023
Alpha Paradigm Partners
Illinois
$79K +$78.9K +367 New
MCM
1024
MV Capital Management
Maryland
$78K +$6.24K +29 +9%
SOW
1025
State of Wyoming
Wyoming
$76K +$8.39K +39 +12%