We are live on ! Find out more
RTX icon

RTX Corp
RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
2001
Advisor OS
Illinois
$242K -$168K -1,774 -42%
GCM
2002
Gibraltar Capital Management
Oklahoma
$241K – – –
HIM
2003
Hotaling Investment Management
Pennsylvania
$241K – – –
BWP
2004
BSW Wealth Partners
Colorado
$241K +$4.36K +46 +2%
CT
2005
Columbia Trust
Oregon
$240K -$9.48K -100 -4%
FAM
2006
Fenimore Asset Management
New York
$240K – – –
AAM
2007
Autus Asset Management
Arizona
$240K +$1.99K +21 +0.9%
RF
2008
Resolute Financial
Massachusetts
$239K -$9K -95 -4%
LA
2009
LexAurum Advisors
Kansas
$239K +$229K +2,411 New
GWM
2010
Gray Wealth Management
Maine
$238K +$5.69K +60 +3%
KFSC
2011
Keystone Financial Services (Colorado)
Colorado
$236K -$6.92K -73 -3%
AFC
2012
AFT Forsyth & Company
Florida
$236K – – –
SBL
2013
Sargent Bickham Lagudis
Colorado
$236K +$190 +2 +0.1%
TFM
2014
TFC Financial Management
Massachusetts
$236K +$379 +4 +0.2%
AWM
2015
Accurate Wealth Management
Florida
$235K -$183K -1,935 -45%
KA
2016
KLCM Advisors
Wisconsin
$234K -$3.79K -40 -2%
MFC
2017
Morris Financial Concepts
South Carolina
$234K – – –
WAS
2018
Wealth Advisory Solutions
Indiana
$234K +$223K +2,358 New
HCM
2019
Hengehold Capital Management
Ohio
$233K +$223K +2,355 New
TF
2020
TimeScale Financial
Massachusetts
$232K +$284 +3 +0.1%
HCM
2021
Hutchinson Capital Management
California
$231K -$3.41K -36 -2%
PCMI
2022
Paradigm Capital Management Inc
New York
$231K – – –
SC
2023
Schulhoff & Co
Ohio
$231K – – –
AIP
2024
Ahrens Investment Partners
Louisiana
$230K – – –
CFG
2025
CKW Financial Group
Hawaii
$230K +$47.4K +500 +28%
79 80
81
82 83