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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1026
Telos Capital Management
California
$403K -$10.1K -35 -2%
EWM
1027
Empirical Wealth Management
Washington
$403K +$397K +1,372 New
FRA
1028
Frank Rimerman Advisors
California
$402K +$13K +45 +3%
WI
1029
WrapManager Inc
California
$401K -$34.1K -118 -8%
MFA
1030
Mayflower Financial Advisors
Massachusetts
$399K +$16.5K +57 +4%
AC
1031
Avenir Corporation
Virginia
$398K – – –
FTWA
1032
Fifth Third Wealth Advisors
Ohio
$398K +$10.4K +36 +3%
VSQM
1033
V-Square Quantitative Management
Illinois
$398K +$392K +1,355 New
MWM
1034
Meridian Wealth Management
Kentucky
$397K +$188K +652 +93%
AO
1035
Advisor OS
Illinois
$397K +$16.5K +57 +4%
IP
1036
Indivisible Partners
Florida
$397K +$391K +1,351 New
SIA
1037
Schear Investment Advisers
Ohio
$395K +$578 +2 +0.1%
WT
1038
Washington Trust
Rhode Island
$393K +$101K +349 +35%
MWM
1039
Modern Wealth Management
Kansas
$393K +$82.4K +285 +27%
Vontobel Holding
1040
Vontobel Holding
Switzerland
$391K +$10.4K +36 +3%
ISWM
1041
Independent Solutions Wealth Management
New York
$388K -$4.05K -14 -1%
FWA
1042
FSM Wealth Advisors
Ohio
$386K +$21.1K +73 +6%
PI
1043
PFG Investments
New York
$385K -$41.3K -143 -10%
GC
1044
Grimes & Company
Massachusetts
$384K +$10.4K +36 +3%
NFG
1045
Norris Financial Group
South Carolina
$383K +$1.16K +4 +0.3%
PP
1046
PDS Planning
Ohio
$382K -$578 -2 -0.2%
IIA
1047
Integral Investment Advisors
California
$381K +$578 +2 +0.2%
IFWM
1048
Institute for Wealth Management
Colorado
$379K +$2.89K +10 +0.8%
CC
1049
Courier Capital
New York
$379K -$301K -1,041 -45%
BWM
1050
Baron Wealth Management
Michigan
$378K +$46.5K +161 +14%