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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1226
Crestmont Private Wealth
Texas
$333K +$74.4K +213 +28%
MWPCG
1227
Measured Wealth Private Client Group
New Hampshire
$331K – – –
EAN
1228
Excelsior Advisor Network
Colorado
$328K – – –
MGAM
1229
McGowan Group Asset Management
Texas
$327K +$32.5K +93 +11%
WCAMG
1230
Woodard & Company Asset Management Group
North Carolina
$326K – – –
ISL
1231
Ingalls & Snyder LLC
New York
$324K -$3.15K -9 -0.9%
PA
1232
Probity Advisors
Texas
$323K -$35.3K -101 -10%
CI
1233
CPR Investments
Michigan
$323K +$327K +937 New
RSWM
1234
Robertson Stephens Wealth Management
California
$323K +$1.75K +5 +0.5%
SOW
1235
State of Wyoming
Wyoming
$322K +$193K +552 +145%
PG
1236
Prostatis Group
Maryland
$322K – – –
IAS
1237
Insigneo Advisory Services
Florida
$322K -$115K -328 -26%
TPA
1238
Trivium Point Advisory
Connecticut
$320K -$215K -616 -40%
KFI
1239
Key Financial Inc
Pennsylvania
$320K -$699 -2 -0.2%
SWM
1240
Salvus Wealth Management
New Jersey
$320K – – –
PCM
1241
Parsons Capital Management
Rhode Island
$319K +$323K +924 New
AG
1242
AlTi Global
New York
$319K +$13.3K +38 +4%
MG
1243
Marex Group
$317K +$321K +919 New
UWPG
1244
Ullmann Wealth Partners Group
Florida
$316K +$44K +126 +16%
WH
1245
Willner & Heller
California
$316K -$5.59K -16 -2%
CFA
1246
CWS Financial Advisors
Michigan
$315K +$1.75K +5 +0.6%
FWI
1247
Facet Wealth Inc
Maryland
$315K -$14.3K -41 -4%
NP
1248
NorthRock Partners
Minnesota
$314K +$318K +911 New
MMCM
1249
Murphy & Mullick Capital Management
New York
$314K – – –
MM
1250
Meridian Management
Arkansas
$314K – – –
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