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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
1076
Fieldpoint Private Securities
Connecticut
$55K +$49.2K +204 +927%
CAM
1077
Close Asset Management
United Kingdom
$54K – – –
LFG
1078
Larson Financial Group
Missouri
$54K – – –
TIM
1079
Tortoise Investment Management
New York
$54K +$24.6K +102 +83%
EI
1080
Ellevest Inc
New York
$53K +$241 +1 +0.5%
FMP
1081
Financial Management Professionals
Texas
$53K +$7K +29 +15%
TFA
1082
Toth Financial Advisory
Virginia
$52K +$241 +1 +0.5%
GKIM
1083
GW&K Investment Management
Massachusetts
$47K -$9.17K -38 -16%
EW
1084
Evoke Wealth
California
$47K -$1.21K -5 -3%
SWM
1085
Selective Wealth Management
Virginia
$45K +$4.1K +17 +10%
BTI
1086
Blue Trust Inc
Georgia
$43K +$42K +174 New
DCM
1087
Disciplina Capital Management
Tennessee
$42K +$241 +1 +0.6%
MA
1088
MCF Advisors
Kentucky
$42K +$18.6K +77 +79%
DWMG
1089
DB Wealth Management Group
California
$41K – – –
BWL
1090
Bogart Wealth LLC
Virginia
$41K +$4.59K +19 +13%
JFGIW
1091
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K – – –
DWA
1092
Dougherty Wealth Advisers
Minnesota
$39K – – –
OAJ
1093
Ogorek Anthony Joseph
New York
$39K – – –
ECG
1094
Edge Capital Group
Georgia
$39K +$38.6K +160 New
SIS
1095
Sound Income Strategies
Florida
$38K +$29K +120 +333%
DI
1096
Disciplined Investments
Oklahoma
$36K +$483 +2 +1%
JFA
1097
JNBA Financial Advisors
Minnesota
$35K – – –
JWA
1098
JFS Wealth Advisors
Pennsylvania
$35K +$6.52K +27 +23%
SOW
1099
State of Wyoming
Wyoming
$34K -$51.9K -215 -60%
FWM
1100
Focused Wealth Management
New York
$33K – – –