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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1001
Salem Investment Counselors
North Carolina
$314K +$10.3K +45 +4%
EC
1002
EntryPoint Capital
New York
$313K -$426K -1,853 -60%
PWM
1003
Pines Wealth Management
North Carolina
$313K +$5.51K +24 +2%
SWM
1004
Seed Wealth Management
Illinois
$312K – – –
FTWA
1005
Fifth Third Wealth Advisors
Ohio
$312K -$43.9K -191 -13%
ETS
1006
ESL Trust Services
New York
$311K – – –
AW
1007
Alteri Wealth
California
$308K +$282K +1,228 New
DWM
1008
Diversify Wealth Management
Utah
$308K +$230 +1 +0.1%
GAG
1009
GM Advisory Group
New York
$307K +$4.37K +19 +2%
ECM
1010
Estabrook Capital Management
New York
$307K – – –
WPC
1011
Wedmont Private Capital
Pennsylvania
$305K +$16.1K +70 +6%
SWM
1012
Segment Wealth Management
Texas
$305K -$15.2K -66 -5%
PTC
1013
Private Trust Company
Ohio
$305K -$8.96K -39 -3%
CCMI
1014
Creative Capital Management Investments
California
$304K – – –
TCOTS
1015
Trust Company of the South
North Carolina
$304K – – –
HCM
1016
Howard Capital Management
Georgia
$304K +$25K +109 +10%
MPM
1017
MBB Public Markets
Illinois
$303K -$62K -270 -18%
DG
1018
DMC Group
Alabama
$303K -$242K -1,052 -47%
SXL
1019
Summit X LLC
Missouri
$302K +$11.9K +52 +5%
FWA
1020
FSM Wealth Advisors
Ohio
$302K +$270K +1,177 New
WWP
1021
Waypoint Wealth Partners
California
$301K +$276K +1,201 New
FG
1022
Fiduciary Group
Georgia
$301K – – –
CCP
1023
Carmel Capital Partners
California
$301K -$16.8K -73 -6%
GWANC
1024
Guardian Wealth Advisors (North Carolina)
North Carolina
$300K +$8.5K +37 +3%
BCM
1025
Birmingham Capital Management
Alabama
$299K -$17.2K -75 -6%
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