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RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
2576
Wealth Management Associates
New Jersey
$252K – – –
TPA
2577
Trivium Point Advisory
Connecticut
$252K +$16.8K +126 +8%
MWA
2578
Motive Wealth Advisors
Michigan
$252K +$22.1K +166 +11%
PFM
2579
Phillips Financial Management
Indiana
$251K +$26.4K +198 +13%
CWG
2580
Crown Wealth Group
North Carolina
$251K +$229K +1,719 New
WPW
2581
Watershed Private Wealth
Illinois
$251K -$99.8K -749 -30%
HAM
2582
Hickory Asset Management
Ohio
$250K +$933 +7 +0.4%
AC
2583
ASB Consultores
Florida
$250K +$228K +1,711 New
PMG
2584
Private Management Group
California
$250K +$14.3K +107 +7%
EWM
2585
Elmwood Wealth Management
California
$250K -$666 -5 -0.3%
PA
2586
Probity Advisors
Texas
$249K -$12.3K -92 -5%
TWM
2587
Trueblood Wealth Management
Ohio
$249K +$6.4K +48 +3%
M
2588
MOTCO
Texas
$249K +$12.1K +91 +6%
IPW
2589
Impact Partnership Wealth
Georgia
$249K +$799 +6 +0.4%
SEM
2590
Strategic Equity Management
Arizona
$249K +$227K +1,704 New
SCM
2591
Spreng Capital Management
Ohio
$249K – – –
LRIA
2592
Leonard Rickey Investment Advisors
Washington
$249K -$15.6K -117 -6%
WWG
2593
West Wealth Group
California
$249K +$213K +1,596 New
MS
2594
Madden Securities
Texas
$248K – – –
RWP
2595
Ridgecrest Wealth Partners
California
$248K +$3.06K +23 +1%
LEA
2596
Legacy Edge Advisors
New York
$248K +$226K +1,698 New
ATS
2597
Ashton Thomas Securities
New York
$248K +$1.33K +10 +0.6%
EAM
2598
Empirical Asset Management
Massachusetts
$247K +$4.93K +37 +2%
TFM
2599
TFC Financial Management
Massachusetts
$247K +$2.67K +20 +1%
BWM
2600
BlackDiamond Wealth Management
New York
$247K +$228K +1,711 New
102 103
104
105 106