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L3Harris
LHX

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1301
Tortoise Investment Management
New York
$15.3K – – –
SAM
1302
Synergy Asset Management
Washington
$14.7K +$14.9K +62 New
WA
1303
Whipplewood Advisors
Colorado
$14.7K +$16.8K +70 New
PWMG
1304
Private Wealth Management Group
New Jersey
$14.5K -$2.4K -10 -13%
CWP
1305
Clark Wealth Partners
Illinois
$14.3K +$16.3K +68 New
RFS
1306
Richardson Financial Services
Massachusetts
$13.6K +$15.6K +65 New
LJHT
1307
Laurie J. Hall Trustee
$13K -$69.7K -291 -82%
IWP
1308
IAG Wealth Partners
Wisconsin
$12.6K – – –
RWS
1309
Retirement Wealth Solutions
Wisconsin
$11.7K +$13.4K +56 New
BIA
1310
Bell Investment Advisors
California
$10.7K -$1.44K -6 -11%
HWA
1311
HHM Wealth Advisors
Tennessee
$10.5K – – –
DWM
1312
Darwin Wealth Management
Florida
$10.4K – – –
RWM
1313
Rialto Wealth Management
New York
$10.1K +$11.5K +48 New
SC
1314
Solstein Capital
California
$10.1K – – –
CSWM
1315
Cassady Schiller Wealth Management
Ohio
$10.1K +$1.92K +8 +20%
CWP
1316
Concord Wealth Partners
Virginia
$9.88K – – –
CFS
1317
Compass Financial Services
Iowa
$9.67K +$11K +46 New
CPG
1318
Cornerstone Planning Group
New Jersey
$9.56K +$959 +4 +10%
CTC
1319
Cetera Trust Company
Minnesota
$9.04K – – –
VWA
1320
VSM Wealth Advisory
Maryland
$9.04K +$10.3K +43 New
AWM
1321
Abound Wealth Management
Tennessee
$8.6K +$240 +1 +3%
BAM
1322
Byrne Asset Management
New Jersey
$8.41K -$7.19K -30 -43%
CB
1323
CNB Bank
Pennsylvania
$8.41K +$9.59K +40 New
DIP
1324
DT Investment Partners
Pennsylvania
$8.2K – – –
MCA
1325
Maryland Capital Advisors
Maryland
$7.99K – – –
51 52
53
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