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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
1176
The Family Firm
Maryland
$45.1K +$43.4K +201 New
GGI
1177
Godsey & Gibb Inc
Virginia
$44.9K +$43.2K +200 New
DAM
1178
Delta Asset Management
Tennessee
$44.7K – – –
GWP
1179
Gen-Wealth Partners
Michigan
$44.7K +$43K +199 New
GWM
1180
Geneos Wealth Management
Colorado
$42.9K +$216 +1 +0.5%
VCM
1181
Versant Capital Management
Arizona
$41.1K +$17.3K +80 +78%
VNA
1182
Valley National Advisers
Pennsylvania
$41K – – –
LIP
1183
Liontrust Investment Partners
United Kingdom
$39.3K -$21.6M -99,929 -100%
MA
1184
MCF Advisors
Kentucky
$38.9K – – –
NECFA
1185
New England Capital Financial Advisors
Connecticut
$38.2K – – –
SIS
1186
Sound Income Strategies
Florida
$37.5K +$1.73K +8 +5%
DWA
1187
Dougherty Wealth Advisers
Minnesota
$36.4K – – –
OAJ
1188
Ogorek Anthony Joseph
New York
$36K – – –
MWM
1189
Mascoma Wealth Management
New Hampshire
$34.8K – – –
CSB
1190
City State Bank
Iowa
$34.4K – – –
CAM
1191
Close Asset Management
United Kingdom
$34K – – –
CSC
1192
Caldwell Sutter Capital
California
$32.3K – – –
PWA
1193
Provenance Wealth Advisors
Florida
$32.3K – – –
JFA
1194
JNBA Financial Advisors
Minnesota
$32.1K – – –
BWP
1195
Baldwin Wealth Partners
Massachusetts
$31.4K +$2.16K +10 +8%
GFPC
1196
Global Financial Private Client
Florida
$30.8K – – –
BCPWM
1197
Bradley & Co Private Wealth Management
Florida
$29.2K – – –
PWMG
1198
Prestige Wealth Management Group
New Jersey
$28.5K – – –
PPC
1199
Park Place Capital
Alabama
$28.5K +$3.46K +16 +14%
CA
1200
Centerpoint Advisors
Massachusetts
$28K – – –