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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
1276
Mechanics Bank - Trust Department
California
$213K – – –
AW
1277
Alteri Wealth
California
$212K -$2.6K -9 -1%
OWM
1278
Omnitrust Wealth Management
Florida
$212K +$208K +721 New
SIC
1279
SJS Investment Consulting
Ohio
$210K +$16.5K +57 +9%
TF
1280
Tompkins Financial
New York
$209K – – –
TL
1281
Tradewinds LLC
North Carolina
$209K +$1.16K +4 +0.6%
MAWA
1282
Moss Adams Wealth Advisors
Washington
$208K +$205K +708 New
KWM
1283
KFG Wealth Management
Indiana
$207K -$99.7K -345 -33%
CWM
1284
Cornerstone Wealth Management
Missouri
$207K +$204K +706 New
SLWA
1285
San Luis Wealth Advisors
California
$207K +$9.83K +34 +5%
PWM
1286
Pines Wealth Management
North Carolina
$207K +$4.05K +14 +2%
EPW
1287
Evolve Private Wealth
California
$206K +$203K +703 New
IA
1288
Integrity Alliance
Iowa
$206K +$203K +701 New
RFW
1289
Rainier Family Wealth
Washington
$205K +$9.25K +32 +5%
EFG
1290
Ethos Financial Group
Pennsylvania
$205K +$578 +2 +0.3%
AWAU
1291
Alliance Wealth Advisors (Utah)
Utah
$205K – – –
MIM
1292
Moseley Investment Management
Florida
$204K – – –
DE
1293
Diversified Enterprises
Delaware
$204K +$200K +693 New
NRC
1294
New Republic Capital
North Carolina
$203K +$200K +691 New
CFWMA
1295
Center for Wealth Management Advisory
Ohio
$203K +$200K +691 New
RCAG
1296
Rehmann Capital Advisory Group
Michigan
$202K +$5.2K +18 +3%
R
1297
Rebalance
California
$201K +$198K +685 New
WA
1298
WP Advisors
California
$201K -$27.5K -95 -12%
NB
1299
Nicolet Bankshares
Wisconsin
$201K -$2.89K -10 -1%
CPC
1300
Consolidated Planning Corp
Georgia
$201K – – –
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