We are live on ! Find out more
RTX icon

RTX Corp
RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
2001
Brooks Moore & Associates
Tennessee
$237K – – –
GWM
2002
Gray Wealth Management
Maine
$237K +$6.25K +65 +3%
AWM
2003
Alterna Wealth Management
Texas
$236K -$20.2K -210 -8%
AAM
2004
Autus Asset Management
Arizona
$236K +$2.98K +31 +1%
AO
2005
Advisor OS
Illinois
$235K +$577 +6 +0.2%
CSIA
2006
Charles Schwab Investment Advisory
California
$235K +$12.3K +128 +6%
BFA
2007
Beacon Financial Advisory
Ohio
$235K +$235K +2,443 New
FAM
2008
Fenimore Asset Management
New York
$233K – – –
RF
2009
Resolute Financial
Massachusetts
$233K +$673 +7 +0.3%
BFA
2010
Buttonwood Financial Advisors
Maryland
$233K +$13.5K +140 +6%
SWM
2011
Silverlake Wealth Management
Vermont
$232K +$232K +2,418 New
LA
2012
LexAurum Advisors
Kansas
$232K – – –
SBL
2013
Sargent Bickham Lagudis
Colorado
$232K +$2.31K +24 +1%
SCA
2014
Sandy Cove Advisors
Massachusetts
$229K -$14.9K -155 -6%
BWP
2015
BSW Wealth Partners
Colorado
$229K -$4.42K -46 -2%
MIAS
2016
Mason Investment Advisory Services
Virginia
$228K -$1M -10,423 -81%
TC
2017
Truvestments Capital
Florida
$228K -$24.7K -257 -10%
PCA
2018
Pallas Capital Advisors
Massachusetts
$228K -$20.7K -215 -8%
MFC
2019
Morris Financial Concepts
South Carolina
$227K – – –
CSA
2020
Cottage Street Advisors
Massachusetts
$227K +$10K +104 +5%
HCM
2021
Hutchinson Capital Management
California
$226K +$1.44K +15 +0.6%
FVWA
2022
Foster Victor Wealth Advisors
South Carolina
$225K +$230K +2,392 New
PCMI
2023
Paradigm Capital Management Inc
New York
$224K – – –
SC
2024
Schulhoff & Co
Ohio
$224K – – –
CT
2025
Columbia Trust
Oregon
$224K +$3.85K +40 +2%
79 80
81
82 83