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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1251
Key Financial Inc
Pennsylvania
$269K – – –
SWM
1252
Salvus Wealth Management
New Jersey
$269K – – –
RSWM
1253
Robertson Stephens Wealth Management
California
$269K -$3.18K -10 -1%
SF
1254
Succession Financial
Texas
$267K +$292K +919 New
TWM
1255
TRB Wealth Management
Texas
$266K +$44.5K +140 +18%
CFA
1256
CWS Financial Advisors
Michigan
$266K +$953 +3 +0.3%
UWPG
1257
Ullmann Wealth Partners Group
Florida
$266K -$636 -2 -0.2%
MMCM
1258
Murphy & Mullick Capital Management
New York
$265K – – –
RFP
1259
Root Financial Partners
California
$265K +$88K +277 +44%
MM
1260
Meridian Management
Arkansas
$264K – – –
BOPW
1261
Brandywine Oak Private Wealth
Pennsylvania
$264K +$953 +3 +0.3%
FNB
1262
Farmers National Bank
Kentucky
$263K -$34.3K -108 -11%
ASC
1263
Atalanta Sosnoff Capital
New York
$262K -$7.37M -23,189 -96%
BCM
1264
Birmingham Capital Management
Alabama
$262K – – –
PBC
1265
Pavion Blue Capital
California
$262K – – –
TP
1266
Tranquility Partners
Tennessee
$261K +$3.5K +11 +1%
MCA
1267
MSH Capital Advisors
Arizona
$260K -$106K -334 -27%
PW
1268
PUREfi Wealth
Massachusetts
$260K +$95K +299 +50%
TAM
1269
Townsend Asset Management
North Carolina
$258K +$6.36K +20 +2%
LFA
1270
Legacy Financial Advisors
Kentucky
$257K +$59.7K +188 +27%
HW
1271
HORAN Wealth
Ohio
$257K – – –
PFG
1272
Prosperity Financial Group
California
$257K +$3.81K +12 +1%
VVP
1273
Venture Visionary Partners
Ohio
$253K +$23.2K +73 +9%
GS
1274
GTS Securities
Florida
$252K -$4.77K -15 -2%
LSL
1275
Legacy Solutions LLC
Pennsylvania
$251K +$3.18K +10 +1%
49 50
51
52 53