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RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
2076
Lake Point Wealth Management
Texas
$52K – – –
CA
2077
Centerpoint Advisors
Massachusetts
$51K +$1.05K +12 +2%
FRA
2078
Front Row Advisors
California
$51K +$5.23K +60 +11%
JWM
2079
Janiczek Wealth Management
Colorado
$51K +$7.93K +91 +18%
RA
2080
Rise Advisors
New York
$49.4K +$50K +574 New
SIA
2081
Sit Investment Associates
Minnesota
$49K -$11M -126,700 -100%
CBT
2082
Central Bank & Trust
Kentucky
$49K – – –
SWM
2083
Selective Wealth Management
Virginia
$49K – – –
DI
2084
Disciplined Investments
Oklahoma
$48K -$17.4K -200 -26%
BIA
2085
Bell Investment Advisors
California
$48K +$5.66K +65 +13%
SC
2086
Sawyer & Company
Massachusetts
$47K – – –
MTWM
2087
Masso Torrence Wealth Management
New Jersey
$47K +$47.2K +542 New
CAM
2088
Costello Asset Management
Pennsylvania
$45K – – –
SC
2089
Stephens Consulting
Michigan
$44.1K +$44.6K +512 New
RFWA
2090
RPg Family Wealth Advisory
Massachusetts
$43.2K – – –
BCFD
2091
Boit C.F. David
$43K – – –
PO
2092
Private Ocean
California
$43K – – –
WWMSC
2093
Wagner Wealth Management (South Carolina)
South Carolina
$43K +$174 +2 +0.4%
CI
2094
Carroll Investors
South Carolina
$43K +$44.1K +506 New
CIA
2095
Cascade Investment Advisors
Oregon
$41.6K – – –
CMA
2096
Cedar Mountain Advisors
Oregon
$41K -$2.18K -25 -5%
SWA
2097
SOA Wealth Advisors
New York
$41K – – –
BA
2098
Bellwether Advisors
Nebraska
$40K – – –
AIM
2099
Arcadia Investment Management
Michigan
$37K +$37.6K +431 New
AFS
2100
Annapolis Financial Services
Maryland
$36K -$22K -253 -38%
82 83
84
85 86