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RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2701
Peterson Wealth Advisors
Utah
$325K +$308K +1,771 New
PCM
2702
Palisade Capital Management
New Jersey
$324K -$2.43K -14 -0.8%
EGWAG
2703
Elwood & Goetz Wealth Advisory Group
Georgia
$323K +$12.3K +71 +4%
BWP
2704
Baldwin Wealth Partners
Massachusetts
$322K +$86.9K +500 +40%
MWA
2705
Motive Wealth Advisors
Michigan
$322K +$1.22K +7 +0.4%
MWM
2706
McMill Wealth Management
Nebraska
$322K – – –
DF
2707
Donoghue Forlines
Massachusetts
$321K +$304K +1,752 New
FRM
2708
Foundation Resource Management
Arkansas
$321K – – –
SCM
2709
Spreng Capital Management
Ohio
$321K – – –
SSCA
2710
South Shore Capital Advisors
Massachusetts
$321K +$304K +1,749 New
CWA
2711
Consilio Wealth Advisors
Washington
$321K +$4.52K +26 +2%
EP
2712
Essential Planning
New Hampshire
$320K +$3.65K +21 +1%
LRIA
2713
Leonard Rickey Investment Advisors
Washington
$320K -$1.74K -10 -0.6%
AIMC
2714
Alley Investment Management Company
Illinois
$319K – – –
UA
2715
URS Advisory
Florida
$318K +$301K +1,734 New
PCMNC
2716
Piedmont Capital Management (North Carolina)
North Carolina
$318K +$301K +1,732 New
DI
2717
Decision Investments
California
$317K +$300K +1,729 New
GVCM
2718
Global View Capital Management
Wisconsin
$317K -$28.1K -162 -9%
BFG
2719
Birch Financial Group
New Hampshire
$317K +$23.6K +136 +9%
CPSC
2720
Carl P. Sherr & Co
Massachusetts
$315K +$273K +1,569 New
LWM
2721
Lakeridge Wealth Management
Ohio
$314K +$71.7K +413 +32%
M
2722
MOTCO
Texas
$314K – – –
WPW
2723
Watershed Private Wealth
Illinois
$314K – – –
UCB
2724
United Community Bank
South Carolina
$314K – – –
RWP
2725
Ridgecrest Wealth Partners
California
$314K +$7.64K +44 +3%
107 108
109
110 111