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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1101
Wealth Alliance
New York
$203K +$197K +855 New
CWP
1102
Cyndeo Wealth Partners
Florida
$203K +$197K +853 New
LMKC
1103
L.M. Kohn & Company
Ohio
$202K +$196K +850 New
EBT
1104
Enterprise Bank & Trust
Massachusetts
$201K +$195K +843 New
HL
1105
HeadInvest LLC
Maine
$201K +$195K +843 New
SQA
1106
Simon Quick Advisors
New Jersey
$200K -$30.5K -132 -14%
TFIPS
1107
Towarzystwo Funduszy Inwestycyjnych PZU SA
$197K -$36.9K -160 -16%
PS
1108
Principal Securities
Iowa
$197K +$2.77K +12 +1%
EWA
1109
EverSource Wealth Advisors
Alabama
$196K -$1.85K -8 -1%
CI Investments Inc
1110
CI Investments Inc
Ontario, Canada
$192K -$4.39K -19 -2%
CPBTD
1111
Central Pacific Bank - Trust Division
Hawaii
$190K – – –
CT
1112
Caldwell Trust
Florida
$186K – – –
ICM
1113
Islay Capital Management
Texas
$184K – – –
OC
1114
Oarsman Capital
Wisconsin
$183K +$178K +770 New
YDMI
1115
Y.D. More Investments
Israel
$180K – – –
MG
1116
Mather Group
Illinois
$180K +$40.2K +174 +30%
WT
1117
Washington Trust
Rhode Island
$171K +$35.8K +155 +28%
IAIM
1118
International Assets Investment Management
Florida
$171K -$462 -2 -0.3%
TIM
1119
Thompson Investment Management
Wisconsin
$171K -$923 -4 -0.6%
ITIM
1120
Indiana Trust & Investment Management
Indiana
$170K – – –
TF
1121
Tompkins Financial
New York
$169K +$64.9K +281 +65%
GWM
1122
Geneos Wealth Management
Colorado
$163K +$114K +494 +259%
OC
1123
Oakworth Capital
Alabama
$160K +$30K +130 +24%
GM
1124
GeoWealth Management
Illinois
$159K -$21K -91 -12%
GIM
1125
Gold Investment Management
Alberta, Canada
$158K -$43.2K -187 -22%