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RTX Corp

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
2001
Signet Financial Management
New Jersey
$152K +$154K +1,769 New
CSWM
2002
Cassady Schiller Wealth Management
Ohio
$151K +$153K +1,758 New
CFG
2003
CKW Financial Group
Hawaii
$150K -$8.71K -100 -5%
KFP
2004
KB Financial Partners
New Jersey
$150K +$152K +1,743 New
CYG
2005
Clean Yield Group
Vermont
$149K -$101K -1,158 -40%
CFD
2006
Creative Financial Designs
Indiana
$149K +$174 +2 +0.1%
AAP
2007
Arax Advisory Partners
Colorado
$149K +$75.9K +871 +101%
JFA
2008
JNBA Financial Advisors
Minnesota
$148K +$19.2K +220 +15%
KA
2009
Kozak & Associates
Colorado
$147K +$174 +2 +0.1%
LWA
2010
Lenox Wealth Advisors
New York
$146K -$62.3K -715 -30%
HCP
2011
Hexagon Capital Partners
Arkansas
$146K -$6.1K -70 -4%
ARMC
2012
American Research & Management Company
Massachusetts
$146K +$2.18K +25 +1%
ONST
2013
Old North State Trust
North Carolina
$144K -$9.76K -112 -6%
CT
2014
Clearstead Trust
Maine
$142K – – –
JEST
2015
JTC Employer Solutions Trustee
Jersey
$141K – – –
KFA
2016
Kelleher Financial Advisors
New York
$138K – – –
FNBOSM
2017
First National Bank of South Miami
Florida
$137K – – –
PP
2018
PrairieView Partners
Minnesota
$133K – – –
TIM
2019
Tortoise Investment Management
New York
$133K +$3.75K +43 +3%
RDIA
2020
RE Dickinson Investment Advisors
Iowa
$133K +$134K +1,540 New
BHWM
2021
Beaird Harris Wealth Management
Texas
$133K +$135K +1,546 New
WOSD
2022
WFA of San Diego
California
$130K – – –
NO
2023
Ninety One
South Africa
$129K -$6.1K -70 -4%
TCM
2024
Tradewinds Capital Management
Washington
$128K – – –
SC
2025
Solstein Capital
California
$126K – – –