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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
1226
Measured Wealth Private Client Group
New Hampshire
$279K – – –
FA
1227
Faithward Advisors
Pennsylvania
$278K -$723K -2,276 -70%
G
1228
GenTrust
Florida
$278K +$304K +956 New
WT
1229
Whittier Trust
California
$277K -$71.5K -225 -20%
MGAM
1230
McGowan Group Asset Management
Texas
$276K +$318 +1 +0.1%
SS
1231
SBI Securities
Japan
$275K -$6.36K -20 -2%
WCAMG
1232
Woodard & Company Asset Management Group
North Carolina
$275K +$318 +1 +0.1%
NWA
1233
New World Advisors
Massachusetts
$274K +$60.4K +190 +25%
ISL
1234
Ingalls & Snyder LLC
New York
$273K – – –
PCM
1235
Parsons Capital Management
Rhode Island
$273K +$4.77K +15 +2%
AG
1236
AlTi Global
New York
$273K +$4.77K +15 +2%
AO
1237
Advisor OS
Illinois
$272K -$126K -397 -30%
BFA
1238
Beaumont Financial Advisors
Massachusetts
$271K +$104K +327 +54%
CWM
1239
Cornerstone Wealth Management
Missouri
$271K +$64.2K +202 +28%
PG
1240
Prostatis Group
Maryland
$271K – – –
WH
1241
Willner & Heller
California
$270K +$4.45K +14 +2%
KFI
1242
Key Financial Inc
Pennsylvania
$269K – – –
SWM
1243
Salvus Wealth Management
New Jersey
$269K – – –
RSWM
1244
Robertson Stephens Wealth Management
California
$269K -$3.18K -10 -1%
SF
1245
Succession Financial
Texas
$267K +$292K +919 New
TWM
1246
TRB Wealth Management
Texas
$266K +$44.5K +140 +18%
CFA
1247
CWS Financial Advisors
Michigan
$266K +$953 +3 +0.3%
UWPG
1248
Ullmann Wealth Partners Group
Florida
$266K -$636 -2 -0.2%
MMCM
1249
Murphy & Mullick Capital Management
New York
$265K – – –
RFP
1250
Root Financial Partners
California
$265K +$88K +277 +44%
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