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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1076
Key Financial Inc
Pennsylvania
$215K +$462 +2 +0.2%
SB
1077
Strategic Blueprint
Georgia
$214K -$43.9K -190 -17%
Empirical Wealth Management
1078
Empirical Wealth Management
Washington
$214K +$1.15K +5 +0.6%
Welch Group
1079
Welch Group
Alabama
$214K +$208K +899 New
CFA
1080
CWS Financial Advisors
Michigan
$214K – – –
FCI
1081
Financial Counselors Inc
Kansas
$214K +$208K +899 New
Douglas Lane & Associates
1082
Douglas Lane & Associates
New York
$213K -$462 -2 -0.2%
BWM
1083
Baron Wealth Management
Michigan
$213K – – –
HNWAG
1084
High Net Worth Advisory Group
Florida
$212K -$231K -1,000 -53%
C
1085
Covestor
United Kingdom
$211K -$1.85K -8 -0.9%
TCBWMS
1086
Texas Capital Bank Wealth Management Services
Texas
$211K +$205K +886 New
Heritage Wealth Advisors
1087
Heritage Wealth Advisors
Virginia
$210K +$7.39K +32 +4%
CAM
1088
Cypress Asset Management
Texas
$210K +$204K +884 New
EWM
1089
Evermay Wealth Management
Virginia
$210K – – –
IWA
1090
Icon Wealth Advisors
Texas
$210K -$923 -4 -0.5%
CWM
1091
Cahaba Wealth Management
Georgia
$209K +$203K +878 New
TAM
1092
Townsend Asset Management
North Carolina
$208K +$202K +874 New
LWL
1093
Leo Wealth LLC
Texas
$208K +$202K +873 New
FA
1094
Faithward Advisors
Pennsylvania
$207K -$23.5K -102 -10%
WP
1095
WMS Partners
Maryland
$204K +$198K +858 New
MIM
1096
Merrion Investment Management
New Jersey
$204K +$198K +858 New
AWM
1097
AllSquare Wealth Management
New York
$204K +$23.1K +100 +13%
DP
1098
Dearborn Partners
Illinois
$204K -$23.8K -103 -11%
PMSA
1099
Patrick M. Sweeney & Associates
Illinois
$204K +$198K +856 New
SWA
1100
Stratos Wealth Advisors
Ohio
$204K -$10.6K -46 -5%