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RTX Corp
RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2001
Element Wealth
Mississippi
$511K +$4.31K +34 +0.9%
FWM
2002
Forza Wealth Management
Florida
$507K -$39.3K -310 -7%
NRC
2003
New Republic Capital
North Carolina
$507K +$104K +821 +27%
PPC
2004
Park Place Capital
Alabama
$506K -$16K -126 -3%
CWC
2005
Carolinas Wealth Consulting
North Carolina
$506K -$1.52K -12 -0.3%
LIA
2006
LBMC Investment Advisors
Tennessee
$505K +$14.2K +112 +3%
FVWA
2007
Foster Victor Wealth Advisors
South Carolina
$505K +$10.4K +82 +2%
OC
2008
Optima Capital
Oregon
$504K +$1.65K +13 +0.3%
WPA
2009
West Paces Advisors
Georgia
$501K -$38K -300 -7%
TP
2010
Tranquility Partners
Tennessee
$501K – – –
RCI
2011
RS Crum Inc
California
$501K +$888 +7 +0.2%
CFG
2012
Carr Financial Group
Massachusetts
$500K +$5.96K +47 +1%
FCFC
2013
First Citizens Financial Corp
Iowa
$500K – – –
AIIMS
2014
Analyst IMS Investment Management Services
Israel
$499K -$39.6K -312 -8%
NA
2015
Navellier & Associates
Nevada
$498K +$507 +4 +0.1%
OPPS
2016
Obsidian Personal Planning Solutions
Maryland
$498K – – –
MCM
2017
Morton Capital Management
California
$498K -$11.9K -94 -2%
SHJ
2018
Sharkey, Howes & Javer
Colorado
$496K +$380 +3 +0.1%
CAM
2019
CPA Asset Management
Florida
$495K – – –
LK
2020
Lumbard & Kellner
New Hampshire
$495K – – –
PWA
2021
Prairie Wealth Advisors
Nebraska
$494K – – –
DWM
2022
Defined Wealth Management
Oregon
$494K +$6.72K +53 +1%
WOC
2023
West Oak Capital
California
$493K – – –
WWA
2024
Wingate Wealth Advisors
Massachusetts
$492K -$27K -213 -5%
CFS
2025
Coordinated Financial Services
Colorado
$491K -$104K -823 -18%
79 80
81
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