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RTX Corp
RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
WWS
2001
Wellington Wealth Strategies
Indiana
$255K +$240K +3,034 New
BA
2002
Bluesphere Advisors
Pennsylvania
$255K +$8.07K +102 +3%
LIG
2003
Lokken Investment Group
Delaware
$255K -$386K -4,876 -62%
PWP
2004
Phillips Wealth Planners
Mississippi
$254K -$27.3K -345 -10%
EW
2005
Element Wealth
Mississippi
$253K +$238K +3,006 New
CM
2006
Caption Management
Oklahoma
$252K +$237K +3,000 New
SSG
2007
Summit Securities Group
New York
$252K +$237K +3,000 New
DAM
2008
Doheny Asset Management
California
$250K – – –
FAM
2009
Flaharty Asset Management
Florida
$250K – – –
OWM
2010
Opes Wealth Management
California
$250K -$8.15K -103 -3%
SAM
2011
Secure Asset Management
Michigan
$249K -$95.7K -1,209 -29%
RIM
2012
RW Investment Management
Idaho
$249K – – –
PWM
2013
Partnership Wealth Management
Maryland
$248K +$216K +2,725 New
AFM
2014
Armstrong Fleming & Moore
District of Columbia
$248K -$6.17K -78 -3%
HS
2015
Horan Securities
United States
$248K -$5.94K -75 -2%
SI
2016
Saxon Interests
Texas
$248K -$1.66M -21,022 -88%
CP
2017
Coho Partners
Pennsylvania
$248K – – –
GIM
2018
Gold Investment Management
Alberta, Canada
$248K +$233K +2,942 New
JF
2019
Joule Financial
Kentucky
$247K -$17.1K -216 -7%
KA
2020
KLCM Advisors
Wisconsin
$247K +$233K +2,940 New
IAG
2021
Investmark Advisory Group
Connecticut
$247K +$4.99K +63 +2%
SCP
2022
Sivia Capital Partners
California
$247K +$233K +2,938 New
PMFA
2023
Plante Moran Financial Advisors
Michigan
$247K +$5.62K +71 +2%
AI
2024
Accredited Investors
Minnesota
$246K +$396 +5 +0.2%
SIAP
2025
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$246K – – –
79 80
81
82 83