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RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
ETIA
1976
Epic Trust Investment Advisors
Washington
$254K +$243K +2,566 New
VWM
1977
Venturi Wealth Management
Texas
$253K +$95 +1 +0%
EP
1978
Edgestream Partners
New Jersey
$253K +$242K +2,550 New
RB
1979
Renasant Bank
Mississippi
$252K +$8.44K +89 +4%
SCA
1980
Sandy Cove Advisors
Massachusetts
$252K +$14.7K +155 +7%
KP
1981
Keel Point
Alabama
$252K +$241K +2,539 New
SPP
1982
Single Point Partners
Massachusetts
$251K +$240K +2,534 New
PFWA
1983
Paces Ferry Wealth Advisors
Georgia
$250K -$379 -4 -0.2%
LCM
1984
Lewis Capital Management
California
$249K -$9.48K -100 -4%
WFG
1985
Wills Financial Group
Virginia
$249K – – –
EWM
1986
EPG Wealth Management
Georgia
$249K +$238K +2,512 New
ATFA
1987
All Terrain Financial Advisors
Minnesota
$248K – – –
CPA
1988
Cardiff Park Advisors
California
$247K +$1.42K +15 +0.6%
AIA
1989
Alera Investment Advisors
Illinois
$247K +$236K +2,486 New
CWP
1990
CFM Wealth Partners
Texas
$246K – – –
CPFP
1991
Clear Perspectives Financial Planning
Ohio
$246K – – –
FFA
1992
Freedman Financial Associates
Massachusetts
$246K – – –
LC
1993
Landaas & Company
Wisconsin
$246K – – –
SCA
1994
Southern Capital Advisors
Tennessee
$246K – – –
BFA
1995
Brendel Financial Advisors
New Hampshire
$245K – – –
SL
1996
Salomon & Ludwin
Virginia
$245K +$7.58K +80 +3%
BMA
1997
Brooks Moore & Associates
Tennessee
$244K -$4.74K -50 -2%
MS
1998
Mizuho Securities
Japan
$244K +$226K +2,389 +3,063%
PP
1999
PDS Planning
Ohio
$244K +$233K +2,461 New
OSNBOA
2000
Old Second National Bank of Aurora
Illinois
$243K +$4.08K +43 +2%
78 79
80
81 82