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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1326
S.A. Mason
Michigan
$152K – – –
WB
1327
Webster Bank
Connecticut
$149K +$19.4K +67 +15%
Catalyst Capital Advisors
1328
Catalyst Capital Advisors
New York
$148K +$20.5K +71 +16%
M
1329
MOTCO
Texas
$146K – – –
EPIMS
1330
Evelyn Partners Investment Management Services
$145K – – –
JWA
1331
JFS Wealth Advisors
Pennsylvania
$143K +$13.3K +46 +10%
CFO
1332
CVA Family Office
Colorado
$138K +$867 +3 +0.6%
WETS
1333
Wealth Enhancement Trust Services
South Dakota
$138K +$136K +471 New
PMFA
1334
Plante Moran Financial Advisors
Michigan
$135K -$7.23K -25 -5%
HIA
1335
Harbor Investment Advisory
Maryland
$133K -$21.4K -74 -14%
SIM
1336
Sentry Investment Management
Wisconsin
$133K – – –
PWMA
1337
Pension & Wealth Management Advisors
Massachusetts
$131K +$578 +2 +0.4%
RA
1338
Ransom Advisory
Rhode Island
$130K +$8.96K +31 +8%
TWM
1339
Tripletail Wealth Management
Florida
$128K -$14.5K -50 -10%
BWA
1340
Basecamp Wealth Advisors
Washington
$125K +$123K +425 New
C
1341
Covestor
United Kingdom
$124K -$34.4K -119 -22%
KFAS
1342
Keating Financial Advisory Services
Kansas
$122K +$120K +416 New
BHWM
1343
Bay Harbor Wealth Management
Maryland
$120K -$867 -3 -0.7%
AFG
1344
Albion Financial Group
Utah
$117K +$6.36K +22 +6%
Simplex Trading
1345
Simplex Trading
Illinois
$114K +$113K +390 New
TCOT
1346
Trust Company of Toledo
Ohio
$113K – – –
NEWAS
1347
N.E.W. Advisory Services
Wisconsin
$113K +$111K +385 New
MCM
1348
Manchester Capital Management
Vermont
$113K +$18.5K +64 +20%
SOW
1349
State of Wyoming
Wyoming
$112K +$79.8K +276 +263%
GTAM
1350
Global Trust Asset Management
Florida
$111K -$22.5K -78 -17%