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RTX Corp
RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2001
Forza Wealth Management
Florida
$559K – – –
HB
2002
Horizon Bancorp
Indiana
$558K +$246K +1,843 +93%
LIA
2003
LBMC Investment Advisors
Tennessee
$557K +$266 +2 +0.1%
TAM
2004
Todd Asset Management
Kentucky
$553K -$30.1M -226,215 -98%
FVWA
2005
Foster Victor Wealth Advisors
South Carolina
$552K -$20.8K -156 -4%
SIC
2006
Sage Investment Counsel
Tennessee
$552K -$66.5K -499 -12%
FCFC
2007
First Citizens Financial Corp
Iowa
$552K – – –
MSA
2008
Marino Stram & Associates
Massachusetts
$551K +$33K +248 +7%
TCM
2009
Traynor Capital Management
Pennsylvania
$551K +$265K +1,992 +109%
OWA
2010
Opal Wealth Advisors
New York
$550K +$22.3K +167 +5%
CFG
2011
Carr Financial Group
Massachusetts
$550K -$1.73K -13 -0.3%
RCI
2012
RS Crum Inc
California
$549K -$2.13K -16 -0.4%
MCM
2013
Morton Capital Management
California
$549K +$400 +3 +0.1%
CAM
2014
CPA Asset Management
Florida
$546K – – –
LK
2015
Lumbard & Kellner
New Hampshire
$545K – – –
RWM
2016
Riverbend Wealth Management
South Carolina
$545K +$4.8K +36 +1%
AWM
2017
Aprio Wealth Management
Georgia
$545K +$87.3K +655 +21%
IAG
2018
Investment Advisory Group
Massachusetts
$545K +$25.6K +192 +5%
WPA
2019
West Paces Advisors
Georgia
$545K -$7.33K -55 -1%
PWA
2020
Prairie Wealth Advisors
Nebraska
$544K – – –
WOC
2021
West Oak Capital
California
$544K – – –
SLA
2022
Silver Lake Advisory
Utah
$543K +$2.13K +16 +0.4%
APW
2023
Aventura Private Wealth
Florida
$542K +$11.7K +88 +2%
WLG
2024
Williamson Legacy Group
Indiana
$542K +$60.5K +454 +14%
TP
2025
Tranquility Partners
Tennessee
$542K -$9.73K -73 -2%
79 80
81
82 83