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RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1951
AFT Forsyth & Company
Florida
$226K – – –
HA
1952
Harbor Advisors
Florida
$226K – – –
PWA
1953
Physician Wealth Advisors
Utah
$226K – – –
PW
1954
Peninsula Wealth
California
$226K +$4.07K +45 +2%
CFS
1955
CRA Financial Services
New Jersey
$226K +$11.9K +131 +5%
LA
1956
Lifeworks Advisors
Michigan
$225K +$19K +210 +10%
GWM
1957
Gray Wealth Management
Maine
$225K +$25.8K +285 +12%
WB
1958
West Bancorporation
Iowa
$225K +$203K +2,239 +443%
VBFG
1959
Vishria Bird Financial Group
Tennessee
$223K – – –
RDFA
1960
Ritter Daniher Financial Advisory
Ohio
$222K – – –
FCFC
1961
First Citizens Financial Corp
Iowa
$221K – – –
MAG
1962
Mayfair Advisory Group
Alabama
$221K +$241K +2,659 New
CF
1963
Corrigan Financial
Rhode Island
$221K +$91 +1 +0%
AIA
1964
Affinity Investment Advisors
California
$219K – – –
HCM
1965
Hengehold Capital Management
Ohio
$219K +$1.99K +22 +0.8%
CAM
1966
Congress Asset Management
Massachusetts
$219K +$5.16K +57 +2%
VWMG
1967
Virginia Wealth Management Group
Virginia
$218K +$241K +2,665 New
WPA
1968
Winning Points Advisors
Florida
$217K – – –
WCM
1969
Wedge Capital Management
North Carolina
$217K +$3.26K +36 +1%
PBO
1970
Peoples Bank (Ohio)
Ohio
$216K -$13.6K -150 -5%
GWM
1971
Greenhouse Wealth Management
Connecticut
$216K -$6.79K -75 -3%
CC
1972
Callan Capital
California
$216K – – –
GSAM
1973
Grant Street Asset Management
Pennsylvania
$216K – – –
FMTCOCP
1974
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$216K +$29.9K +330 +14%
GWM
1975
GDS Wealth Management
Texas
$214K +$7.33K +81 +3%
77 78
79
80 81