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RTX Corp
RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
2001
IMA Advisory Services
Colorado
$18K -$32.7K -382 -64%
PCFFS
2002
Pacific Center for Financial Services
California
$18K – – –
RBC
2003
Roble Belko & Company
Pennsylvania
$18K – – –
TCM
2004
TD Capital Management
Tennessee
$18K +$86 +1 +0.5%
PCA
2005
Providence Capital Advisors
North Carolina
$17K +$15K +175 +921%
PA
2006
PSI Advisors
Florida
$17K +$17K +199 New
EWA
2007
Evolution Wealth Advisors
Florida
$16K – – –
LWA
2008
Lowe Wealth Advisors
Maryland
$16K – – –
WLPWM
2009
Walled Lake Planning & Wealth Management
Illinois
$16K – – –
HCM
2010
Horrell Capital Management
Arkansas
$15K – – –
MAM
2011
McCarthy Asset Management
California
$14K – – –
RG
2012
Retirement Group
California
$14K – – –
SFP
2013
Sterling Financial Planning
New Jersey
$13K – – –
GKWIM
2014
Gerber Kawasaki Wealth & Investment Management
California
$12K -$219K -2,563 -100%
CCM
2015
Cribstone Capital Management
Maine
$12K -$7.01K -82 -37%
APWA
2016
Atlas Private Wealth Advisors
New Jersey
$12K – – –
GG
2017
Gleason Group
Kentucky
$10K +$86 +1 +0.9%
RA
2018
Rational Advisors
New York
$10K +$10.3K +121 New
DWMG
2019
DB Wealth Management Group
California
$9K – – –
JMF
2020
Johnson Midwest Financial
Iowa
$9K – – –
MAM
2021
Marquette Asset Management
Minnesota
$9K – – –
SA
2022
SRH Advisors
Kansas
$9K – – –
SCA
2023
Stuart Chaussee & Associates
California
$9K – – –
BBHC
2024
Brown Brothers Harriman & Co
New York
$8.83K -$23.6K -276 -0.3%
MS
2025
Mizuho Securities
Japan
$8K +$1.71K +20 +26%
79 80
81
82 83