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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1101
Advisory Alpha
Michigan
$327K +$33K +114 +11%
SPC
1102
Spirepoint Private Client
Florida
$325K +$28K +97 +10%
BWG
1103
Balanced Wealth Group
Ohio
$325K +$289 +1 +0.1%
SFM
1104
Signet Financial Management
New Jersey
$324K -$578 -2 -0.2%
HFAS
1105
Hummer Financial Advisory Services
Illinois
$323K – – –
DWM
1106
Defined Wealth Management
Oregon
$322K – – –
CT
1107
Colonial Trust
South Carolina
$322K +$7.8K +27 +3%
CSPIA
1108
Cary Street Partners Investment Advisory
Virginia
$321K +$36.1K +125 +13%
RWM
1109
Riverbend Wealth Management
South Carolina
$319K +$14.5K +50 +5%
DMBA
1110
Deseret Mutual Benefit Administrators
Utah
$319K – – –
BFC
1111
Blue Fin Capital
Rhode Island
$318K -$44.8K -155 -13%
AFT
1112
Alpha Family Trust
California
$317K – – –
EV
1113
EJMK Ventures
Illinois
$316K +$312K +1,078 New
FFA
1114
Founders Financial Alliance
North Carolina
$315K -$5.2K -18 -2%
CWG
1115
Cornerstone Wealth Group
North Carolina
$315K +$89.9K +311 +41%
PDL
1116
Portfolio Design Labs
California
$314K – – –
1WM
1117
1900 Wealth Management
Texas
$314K +$309K +1,068 New
WG
1118
Welch Group
Alabama
$314K +$32.7K +113 +12%
MAG
1119
Mayfair Advisory Group
Alabama
$312K +$7.23K +25 +2%
GIA
1120
Gateway Investment Advisers
Ohio
$311K +$62.4K +216 +26%
PWMAG
1121
Pinnacle Wealth Management Advisory Group
New Jersey
$310K +$4.34K +15 +1%
LFAS
1122
Level Four Advisory Services
Texas
$310K -$13.6K -47 -4%
RWRC
1123
R.W. Roge & Company
New York
$309K +$6.36K +22 +2%
IPS
1124
Investors Portfolio Services
Washington
$308K +$303K +1,048 New
GSEP
1125
Golden State Equity Partners
California
$306K -$289 -1 -0.1%
43 44
45
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