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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
1001
Lowe Brockenbrough & Co
Virginia
$266K +$37.6K +163 +17%
CC
1002
Callan Capital
California
$266K -$110K -478 -30%
GPA
1003
Garrison Point Advisors
California
$266K
AA
1004
Aire Advisors
California
$264K +$1.39K +6 +0.5%
DWM
1005
Defined Wealth Management
Oregon
$262K +$1.39K +6 +0.5%
HEIP
1006
Hudson Edge Investment Partners
New Jersey
$262K
HFAS
1007
Hummer Financial Advisory Services
Illinois
$262K
LS
1008
Livforsakringsbolaget Skandia
Sweden
$262K +$177K +768 +231%
CA
1009
Carson Advisory
Georgia
$261K -$1.15K -5 -0.5%
DT
1010
Diversified Trust
Tennessee
$260K -$1.62K -7 -0.6%
BCP
1011
Blue Chip Partners
Michigan
$259K +$37.4K +162 +17%
DMBA
1012
Deseret Mutual Benefit Administrators
Utah
$258K +$2.77K +12 +1%
AFT
1013
Alpha Family Trust
California
$257K
WMA
1014
Wealth Management Associates
New Jersey
$256K
CGL
1015
Clarius Group LLC
Washington
$256K -$8.31K -36 -3%
PCA
1016
Pallas Capital Advisors
Massachusetts
$255K +$18K +78 +8%
KWM
1017
KFG Wealth Management
Indiana
$254K +$246K +1,067 New
PWP
1018
Phillips Wealth Planners
Mississippi
$254K +$6.7K +29 +3%
DWM
1019
Diversify Wealth Management
Utah
$253K -$923 -4 -0.4%
BFA
1020
Beaumont Financial Advisors
Massachusetts
$251K +$231 +1 +0.1%
ISWM
1021
Independent Solutions Wealth Management
New York
$250K +$243K +1,053 New
FAM
1022
Formidable Asset Management
Ohio
$250K -$18.2K -79 -7%
WB
1023
West Bancorporation
Iowa
$249K +$7.62K +33 +3%
PP
1024
PDS Planning
Ohio
$247K -$8.08K -35 -3%
PWMAG
1025
Pinnacle Wealth Management Advisory Group
New Jersey
$247K +$12.7K +55 +6%