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RTX Corp
RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2001
Center for Financial Planning
Michigan
$217K -$18.7K -218 -7%
BFAG
2002
Blackston Financial Advisory Group
Florida
$217K +$4.2K +49 +2%
HCM
2003
Hengehold Capital Management
Ohio
$216K +$24.8K +289 +11%
MF
2004
Meridian Financial
Massachusetts
$215K -$17.1K -200 -6%
MWM
2005
Mascoma Wealth Management
New Hampshire
$215K +$171 +2 +0.1%
VP
2006
Verum Partners
North Carolina
$214K +$31.4K +367 +14%
RWPA
2007
Richard W. Paul & Associates
Michigan
$214K -$8.74K -102 -3%
TF
2008
Trek Financial
Arizona
$214K -$96.2K -1,123 -27%
DAM
2009
Doheny Asset Management
California
$214K -$31.5K -368 -11%
FAM
2010
Flaharty Asset Management
Florida
$214K – – –
BWP
2011
Baldwin Wealth Partners
Massachusetts
$213K -$55.2K -644 -18%
RIM
2012
RW Investment Management
Idaho
$213K – – –
EIA
2013
Eldridge Investment Advisors
New Hampshire
$212K – – –
CP
2014
Coho Partners
Pennsylvania
$212K – – –
SWM
2015
Stockman Wealth Management
Montana
$211K +$12.6K +147 +5%
DWM
2016
Destination Wealth Management
California
$211K -$38.1K -445 -13%
BA
2017
Bluesphere Advisors
Pennsylvania
$211K +$257 +3 +0.1%
SIAP
2018
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$211K -$11.1K -130 -4%
AI
2019
Accredited Investors
Minnesota
$210K -$42.8K -500 -15%
WMA
2020
West Michigan Advisors
Michigan
$209K -$443K -5,176 -64%
FDDB
2021
Fidelity D&D Bancorp
Pennsylvania
$208K +$248K +2,895 New
SWA
2022
Sutton Wealth Advisors
Florida
$208K -$2.57K -30 -1%
OWA
2023
One Wealth Advisors
California
$208K +$247K +2,886 New
IAG
2024
Investmark Advisory Group
Connecticut
$207K +$2.83K +33 +1%
CS
2025
Candriam SCA
Luxembourg
$207K -$8.91K -104 -3%
79 80
81
82 83