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RTX Corp
RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2001
Gibraltar Capital Management
Oklahoma
$279K – – –
VC
2002
Vicus Capital
Pennsylvania
$278K -$7.58K -77 -3%
FDDB
2003
Fidelity D&D Bancorp
Pennsylvania
$278K +$281K +2,848 New
EBWM
2004
Eagle Bluffs Wealth Management
Missouri
$277K +$23.2K +236 +9%
DIP
2005
Davis Investment Partners
North Carolina
$277K – – –
VWA
2006
Visionary Wealth Advisors
Illinois
$276K -$28.7K -291 -9%
PIAS
2007
PCA Investment Advisory Services
Ohio
$275K +$277K +2,810 New
1IA
2008
1834 Investment Advisors
Wisconsin
$275K – – –
FDCC
2009
Foster Dykema Cabot & Co
Massachusetts
$275K – – –
BP
2010
BBR Partners
New York
$275K +$38.6K +392 +16%
RFO
2011
RiverGlades Family Offices
Florida
$274K – – –
SWM
2012
Seed Wealth Management
Illinois
$274K – – –
PAG
2013
Paladin Advisory Group
Iowa
$274K +$275K +2,795 New
CM
2014
Capital Management
Virginia
$273K – – –
OWM
2015
Opes Wealth Management
California
$272K -$2.86K -29 -1%
NFSG
2016
Newbridge Financial Services Group
Florida
$271K -$21.1K -214 -7%
HA
2017
Harbor Advisors
Florida
$271K – – –
BOM
2018
Bank of Marin
California
$271K – – –
AFC
2019
AFT Forsyth & Company
Florida
$270K – – –
PWA
2020
Physician Wealth Advisors
Utah
$270K -$5.32K -54 -2%
RZH
2021
Relyea Zuckerberg Hanson
Connecticut
$270K +$26.5K +269 +11%
LA
2022
Lifeworks Advisors
Michigan
$270K +$38.7K +393 +17%
MSWM
2023
McGlone Suttner Wealth Management
Wisconsin
$269K +$50.2K +510 +23%
PI
2024
Pettee Investors
Connecticut
$268K -$15.2K -154 -5%
AF
2025
Apexium Financial
Texas
$268K -$27.7K -281 -9%
79 80
81
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