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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1026
Capital Bank & Trust
California
$22K -$6.02K -30 -22%
GDP
1027
Great Diamond Partners
Maine
$21K +$22.3K +111 New
BWA
1028
BDO Wealth Advisors
Florida
$20K – – –
CI
1029
CX Institutional
Indiana
$20K – – –
NSIM
1030
North Star Investment Management
Illinois
$20K – – –
MAWCM
1031
Mine & Arao Wealth Creation & Management
California
$20K +$20.1K +100 New
KFS
1032
Kelly Financial Services
Massachusetts
$19.9K +$201 +1 +1%
TCCM
1033
Timber Creek Capital Management
Massachusetts
$19K – – –
JCM
1034
Jacobi Capital Management
Pennsylvania
$19K +$10.4K +52 +116%
HGWM
1035
Harvest Group Wealth Management
Massachusetts
$18K -$1.2K -6 -6%
IWP
1036
IAG Wealth Partners
Wisconsin
$18K +$17.4K +87 New
MCM
1037
Manchester Capital Management
Vermont
$17K – – –
DI
1038
Disciplined Investments
Oklahoma
$17K +$16.8K +84 New
GRP
1039
Global Retirement Partners
California
$16K -$4.21K -21 -20%
JWA
1040
JFS Wealth Advisors
Pennsylvania
$16K – – –
BCM
1041
Brooktree Capital Management
Michigan
$16K +$16K +80 New
SL
1042
Savior LLC
Massachusetts
$16K +$16K +80 New
MWA
1043
Moser Wealth Advisors
Washington
$16K +$16.2K +81 New
EFSCE
1044
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
FFC
1045
First Financial Corp
Indiana
$15K – – –
GTAM
1046
Global Trust Asset Management
Florida
$15K – – –
TFO
1047
Tarbox Family Office
California
$14K -$602 -3 -4%
RFWA
1048
RPg Family Wealth Advisory
Massachusetts
$13.5K – – –
SFS
1049
Sowell Financial Services
Arkansas
$13K -$578K -2,882 -98%
TWA
1050
TCI Wealth Advisors
Arizona
$12K -$201 -1 -2%
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