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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1401
MCF Advisors
Kentucky
$141K +$46.7K +147 +43%
BWA
1402
Basecamp Wealth Advisors
Washington
$137K +$14.6K +46 +11%
PMFA
1403
Plante Moran Financial Advisors
Michigan
$134K +$318 +1 +0.2%
PWMA
1404
Pension & Wealth Management Advisors
Massachusetts
$132K +$31.1K +98 +28%
TWM
1405
Tripletail Wealth Management
Florida
$131K -$5.4K -17 -4%
KFAS
1406
Keating Financial Advisory Services
Kansas
$131K +$7.63K +24 +6%
TCOV
1407
Trust Company of Vermont
Vermont
$131K +$143K +450 New
WB
1408
Webster Bank
Connecticut
$130K -$19.4K -61 -12%
CWP
1409
Concord Wealth Partners
Virginia
$129K +$141K +444 New
SIC
1410
SJS Investment Consulting
Ohio
$128K +$13.3K +42 +11%
JFGIW
1411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K – – –
HIA
1412
Harbor Investment Advisory
Maryland
$125K – – –
SR
1413
Swiss Re
Switzerland
$120K +$131K +412 New
JWA
1414
JFS Wealth Advisors
Pennsylvania
$120K -$318 -1 -0.2%
TCOT
1415
Trust Company of Toledo
Ohio
$115K +$3.18K +10 +3%
ADL
1416
Asset Dedication LLC
California
$114K -$44.8K -141 -27%
MCM
1417
Manchester Capital Management
Vermont
$112K +$318 +1 +0.3%
TIM
1418
Thompson Investment Management
Wisconsin
$108K +$2.54K +8 +2%
EP
1419
Essential Partners
California
$107K +$111K +350 +1,944%
SWP
1420
Strategic Wealth Partners
Ohio
$107K -$636 -2 -0.5%
SC
1421
Solstein Capital
California
$105K – – –
WAU
1422
Wellington-Altus USA
Manitoba, Canada
$105K +$96.6K +304 New
UOTTAIMCU
1423
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$102K +$85.2K +268 +319%
Balyasny Asset Management
1424
Balyasny Asset Management
Illinois
$100K -$69.4M -218,515 -100%
HCM
1425
Hollencrest Capital Management
California
$99.7K – – –