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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
Close Asset Management
1026
Close Asset Management
United Kingdom
$50K – – –
Larson Financial Group
1027
Larson Financial Group
Missouri
$50K – – –
FMP
1028
Financial Management Professionals
Texas
$49K +$12.5K +55 +33%
EI
1029
Ellevest Inc
New York
$48K +$227 +1 +0.5%
APP
1030
Alpha Paradigm Partners
Illinois
$47K -$35.2K -155 -42%
TFA
1031
Toth Financial Advisory
Virginia
$47K +$8.41K +37 +21%
SFP
1032
Sterling Financial Planning
New Jersey
$47K +$26.2K +115 +115%
RTL
1033
Red Tortoise LLC
Georgia
$46K +$50.7K +223 New
PMFA
1034
Plante Moran Financial Advisors
Michigan
$44K -$62.3K -274 -58%
DAM
1035
Delta Asset Management
Tennessee
$43K +$2.27K +10 +5%
BAM
1036
Barrett Asset Management
New York
$42K -$73.9K -325 -63%
EW
1037
Evoke Wealth
California
$41K -$1.59K -7 -4%
LF
1038
Lee Financial
Texas
$41K – – –
DI
1039
Disciplined Investments
Oklahoma
$40K – – –
DWMG
1040
DB Wealth Management Group
California
$38K – – –
RE
1041
RBC Europe
United Kingdom
$36.3K – – –
DWA
1042
Dougherty Wealth Advisers
Minnesota
$36K – – –
JFGIW
1043
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K – – –
OAJ
1044
Ogorek Anthony Joseph
New York
$36K – – –
Global Retirement Partners
1045
Global Retirement Partners
California
$35K +$5.91K +26 +20%
PSB
1046
Piscataqua Savings Bank
New Hampshire
$33K – – –
SPWG
1047
Sage Private Wealth Group
Illinois
$32K -$9.1K -40 -22%
BWP
1048
Baldwin Wealth Partners
Massachusetts
$32K – – –
JFA
1049
JNBA Financial Advisors
Minnesota
$31K – – –
SC
1050
Steph & Co
Wisconsin
$31K +$31.8K +140 New