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RTX Corp
RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
2001
Caldwell Sutter Capital
California
$402K -$114 -1 -0%
HOWA
2002
Heritage Oak Wealth Advisors
Florida
$402K +$379K +3,319 New
NWWA
2003
New Wave Wealth Advisors
Arkansas
$402K +$379K +3,319 New
AIIMS
2004
Analyst IMS Investment Management Services
Israel
$402K -$31.6K -277 -8%
BL
2005
Balentine LLC
Georgia
$402K +$378K +3,314 New
SP
2006
Sequent Planning
Nebraska
$401K +$2.05K +18 +0.5%
MC
2007
Mathes Company
New York
$400K – – –
OL
2008
Optas LLC
Texas
$399K +$72.5K +636 +24%
LGF
2009
LGT Group Foundation
Liechtenstein
$399K -$9.69K -85 -3%
FM
2010
Family Management
New York
$399K -$52.5K -460 -12%
PB
2011
Pinnacle Bancorp
Nebraska
$398K +$7.87K +69 +2%
BRG
2012
Bay Rivers Group
Virginia
$398K – – –
CW
2013
Channel Wealth
California
$397K – – –
MCM
2014
Mitchell Capital Management
Kansas
$397K +$5.7K +50 +2%
TSS
2015
Two Sigma Securities
New York
$397K +$374K +3,277 New
CCG
2016
Chatham Capital Group
Georgia
$397K +$18.6K +163 +5%
FPWM
2017
FSB Premier Wealth Management
Iowa
$396K +$55.4K +486 +17%
SHGA
2018
Sand Hill Global Advisors
California
$396K -$27.6K -242 -7%
PW
2019
Peninsula Wealth
California
$396K +$6.04K +53 +2%
BDF
2020
Black Diamond Financial
Maryland
$395K +$50.6K +444 +16%
CAC
2021
Core Alternative Capital
Georgia
$395K -$6.62K -58 -2%
IC
2022
Iconiq Capital
California
$395K +$372K +3,258 New
CWS
2023
Cypress Wealth Services
California
$393K +$370K +3,245 New
BB
2024
Berkshire Bank
Massachusetts
$392K +$48.5K +425 +15%
TCB
2025
Texas Capital Bancshares
Texas
$390K – – –
79 80
81
82 83