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RTX Corp
RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2001
Aventura Private Wealth
Florida
$799K +$5.38K +31 +0.7%
ALA
2002
Atlas Legacy Advisors
California
$798K +$88.6K +510 +13%
LGF
2003
LGT Group Foundation
Liechtenstein
$798K +$2.26K +13 +0.3%
T
2004
TrustBank
Illinois
$796K +$754K +4,340 New
TCM
2005
Tributary Capital Management
Nebraska
$795K -$22.6K -130 -3%
CSA
2006
Cottage Street Advisors
Massachusetts
$795K +$14.8K +85 +2%
AWA
2007
AGH Wealth Advisors
Kansas
$795K -$62.7K -361 -8%
AGWCA
2008
Annis Gardner Whiting Capital Advisors
Florida
$794K +$43.3K +249 +6%
CA
2009
Cache Advisors
California
$794K +$752K +4,330 New
SAS
2010
Spurstone Advisory Services
Connecticut
$788K -$48.6K -280 -6%
AC
2011
Addison Capital
Pennsylvania
$787K +$174 +1 +0%
CPWA
2012
Cerro Pacific Wealth Advisors
California
$785K -$11.6K -67 -2%
CH
2013
Canton Hathaway
Rhode Island
$785K – – –
ML
2014
McAdam LLC
Pennsylvania
$784K +$34.9K +201 +5%
SWM
2015
SK Wealth Management
Rhode Island
$782K +$2.61K +15 +0.4%
FDCP
2016
Foster Dykema Cabot & Partners
Massachusetts
$781K -$18.2K -105 -2%
VSQM
2017
V-Square Quantitative Management
Illinois
$781K +$739K +4,257 New
CCM
2018
Chilton Capital Management
Texas
$780K -$9.9K -57 -1%
HC
2019
Hara Capital
Washington
$778K – – –
EFG
2020
Ethos Financial Group
Pennsylvania
$777K -$29.7K -171 -4%
RYIA
2021
Roehl & Yi Investment Advisors
Oregon
$775K -$1.56K -9 -0%
CAM
2022
Cozad Asset Management
Illinois
$775K – – –
MA
2023
MBA Advisors
Pennsylvania
$773K +$3.47K +20 +0.5%
CCFM
2024
Clear Creek Financial Management
Washington
$770K +$240K +1,383 +49%
SW
2025
SkyOak Wealth
Michigan
$769K – – –
79 80
81
82 83