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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1176
Cornerstone Wealth Group
North Carolina
$203K +$186K +810 New
HL
1177
HeadInvest LLC
Maine
$202K +$185K +807 New
SFA
1178
Souders Financial Advisors
Ohio
$202K +$185K +806 New
CPW
1179
Cove Private Wealth
New York
$202K +$185K +805 New
EWM
1180
Evermay Wealth Management
Virginia
$201K – – –
KCPG
1181
Kavar Capital Partners Group
Kansas
$201K +$184K +800 New
CCFM
1182
Clear Creek Financial Management
Washington
$200K -$122K -529 -40%
GRP
1183
Global Retirement Partners
California
$200K +$183K +798 New
OWA
1184
Opal Wealth Advisors
New York
$196K +$4.37K +19 +2%
CI
1185
CX Institutional
Indiana
$194K – – –
T
1186
Transce3nd
Texas
$185K +$19.1K +83 +13%
ITIM
1187
Indiana Trust & Investment Management
Indiana
$179K – – –
HB
1188
Horizon Bancorp
Indiana
$179K +$115K +500 +234%
TF
1189
Tompkins Financial
New York
$178K – – –
CAM
1190
Costello Asset Management
Pennsylvania
$169K +$2.53K +11 +2%
OC
1191
Oakworth Capital
Alabama
$168K – – –
PFBT
1192
Parkside Financial Bank & Trust
Missouri
$164K +$6.2K +27 +4%
AAS
1193
Ameritas Advisory Services
Nebraska
$162K +$148K +646 New
QL
1194
Quarry LP
New York
$160K +$109K +474 +289%
SIS
1195
Sound Income Strategies
Florida
$157K – – –
GK
1196
Graney & King
New York
$156K +$689 +3 +0.5%
BSB
1197
Bangor Savings Bank
Maine
$155K -$1.61K -7 -1%
WWM
1198
Wolff Wiese Magana
California
$154K -$6.89K -30 -5%
CH
1199
Cromwell Holdings
Wyoming
$154K +$5.51K +24 +4%
SIM
1200
Sentry Investment Management
Wisconsin
$153K – – –
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