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RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
2076
Baron Silver Stevens Financial Advisors
Florida
$224K -$59.3K -749 -22%
GIP
2077
Greatmark Investment Partners
Georgia
$224K +$210K +2,657 New
KFSC
2078
Keystone Financial Services (Colorado)
Colorado
$223K +$209K +2,645 New
GSAM
2079
Grant Street Asset Management
Pennsylvania
$222K +$209K +2,642 New
VWM
2080
Venturi Wealth Management
Texas
$222K +$14.1K +178 +7%
FDCP
2081
Foster Dykema Cabot & Partners
Massachusetts
$222K +$209K +2,636 New
GWM
2082
Greenhouse Wealth Management
Connecticut
$222K +$209K +2,636 New
HWA
2083
Heartwood Wealth Advisors
Virginia
$222K +$208K +2,633 New
SC
2084
Solstein Capital
California
$221K – – –
WBC
2085
West Branch Capital
Massachusetts
$221K -$78.4K -991 -27%
PA
2086
PSI Advisors
Florida
$220K +$43.6K +551 +27%
CW
2087
Channel Wealth
California
$220K +$206K +2,609 New
WPA
2088
Winning Points Advisors
Florida
$219K +$206K +2,600 New
TI
2089
Truepoint Inc
Ohio
$218K +$205K +2,596 New
UBV
2090
United Bank (Virginia)
Virginia
$218K -$74.3K -939 -27%
HHAA
2091
Henry H. Armstrong Associates
Pennsylvania
$218K +$205K +2,590 New
WC
2092
Waterloo Capital
Texas
$218K +$205K +2,587 New
FL
2093
Fort LP
Maryland
$217K +$204K +2,581 New
LA
2094
Legacy Advisors
Pennsylvania
$217K +$204K +2,574 New
PWMG
2095
Prestige Wealth Management Group
New Jersey
$216K -$11.6K -147 -5%
SC
2096
Scholtz & Company
Connecticut
$216K +$203K +2,564 New
APW
2097
Aurora Private Wealth
New Jersey
$216K +$203K +2,569 New
HCMG
2098
Howard Capital Management Group
California
$216K +$28.7K +363 +16%
ATC
2099
Advantage Trust Company
Kansas
$216K +$203K +2,563 New
NWA
2100
Navis Wealth Advisors
New York
$215K +$202K +2,556 New
82 83
84
85 86