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FirstEnergy

Name Holding Trade Value Shares
Change
Change in
Stake
BB
401
Burford Brothers
Texas
$286K +$282K +7,788 New
MW
402
Marcum Wealth
Ohio
$281K -$5.25K -145 -2%
Lido Advisors
403
Lido Advisors
California
$280K +$25.4K +703 +10%
AWM
404
Axxcess Wealth Management
California
$279K +$276K +7,620 New
PMG
405
ProVise Management Group
Florida
$279K -$46.6K -1,286 -14%
BFC
406
Bedel Financial Consulting
Indiana
$279K +$253 +7 +0.1%
TPWM
407
Twelve Points Wealth Management
Massachusetts
$278K +$13.1K +361 +5%
TT
408
TI-Trust
Illinois
$277K
EWA
409
EP Wealth Advisors
California
$275K +$4.85K +134 +2%
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$274K +$271K +7,483 New
SWM
411
Sterling Wealth Management
Illinois
$274K +$271K +7,483 New
MAM
412
Mystic Asset Management
Rhode Island
$272K +$22.9K +633 +9%
SCM
413
Spreng Capital Management
Ohio
$271K -$11.9K -329 -4%
BSW
414
Buckingham Strategic Wealth
Missouri
$269K +$20.1K +554 +8%
Vontobel Holding
415
Vontobel Holding
Switzerland
$269K
NIM
416
NEOS Investment Management
Connecticut
$268K +$265K +7,316 New
HI
417
Horizon Investments
North Carolina
$262K +$3.55K +98 +1%
AWS
418
Atria Wealth Solutions
New York
$261K +$257K +7,110 New
LC
419
Lindbrook Capital
California
$259K +$56.6K +1,564 +28%
SRL
420
Scientech Research LLC
New Jersey
$258K +$255K +7,049 New
CWA
421
Centennial Wealth Advisory
Michigan
$257K +$5.14K +142 +2%
HSA
422
HBK Sorce Advisory
Pennsylvania
$253K +$21.4K +590 +9%
JIC
423
Johnson Investment Counsel
Ohio
$253K -$16.7K -460 -6%
BCM
424
Brookstone Capital Management
Illinois
$250K -$6.73K -186 -3%
ASN
425
Advisory Services Network
Georgia
$248K -$109K -3,004 -31%