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RTX Corp
RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2001
Capital Management
Virginia
$282K – – –
EW
2002
Element Wealth
Mississippi
$282K -$17.4K -185 -6%
GF
2003
Gabelli Funds
New York
$280K +$261K +2,775 New
DIP
2004
Davis Investment Partners
North Carolina
$280K +$262K +2,783 New
HA
2005
Harbor Advisors
Florida
$279K – – –
BOM
2006
Bank of Marin
California
$279K -$3.39K -36 -1%
CL
2007
COWA LLC
Oklahoma
$279K -$19.5K -207 -7%
WA
2008
WESPAC Advisors
California
$279K -$12.2K -130 -4%
AFC
2009
AFT Forsyth & Company
Florida
$279K – – –
HPM
2010
Hoxton Planning & Management
West Virginia
$278K +$259K +2,758 New
DDC
2011
DF Dent & Co
Maryland
$277K -$3.67K -39 -1%
GFP
2012
Gryphon Financial Partners
Ohio
$276K +$21.6K +230 +9%
XS
2013
XR Securities
Illinois
$275K -$135K -1,435 -34%
SMA
2014
Sage Mountain Advisors
Georgia
$275K +$257K +2,729 New
CAC
2015
Certified Advisory Corp
Florida
$275K -$43.4K -461 -14%
VBFG
2016
Vishria Bird Financial Group
Tennessee
$275K – – –
CA
2017
Carson Advisory
Georgia
$273K -$22.6K -240 -8%
RDFA
2018
Ritter Daniher Financial Advisory
Ohio
$273K – – –
HCM
2019
Hengehold Capital Management
Ohio
$273K +$2.63K +28 +1%
WCM
2020
Wedge Capital Management
North Carolina
$273K +$4.42K +47 +2%
LSA
2021
Lion Street Advisors
Texas
$270K +$286K +3,044 New
AIA
2022
Affinity Investment Advisors
California
$270K – – –
CAM
2023
Congress Asset Management
Massachusetts
$270K – – –
VWMG
2024
Virginia Wealth Management Group
Virginia
$269K – – –
CA
2025
Calton & Associates
Florida
$269K +$250K +2,663 New
79 80
81
82 83