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FirstEnergy

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
401
Brown Advisory
Maryland
$330K +$12K +321 +4%
AAS
402
Avantax Advisory Services
Texas
$325K -$34.8K -930 -10%
MYIA
403
Mount Yale Investment Advisors
Colorado
$325K +$315K +8,408 New
BOS
404
Bank of Stockton
California
$324K -$8.04K -215 -3%
FW
405
FirstPurpose Wealth
Utah
$323K +$2.69K +72 +0.8%
HI
406
Horizon Investments
North Carolina
$311K +$33.6K +899 +12%
TPWM
407
Twelve Points Wealth Management
Massachusetts
$309K +$15.3K +408 +5%
SCTC
408
Sanibel Captiva Trust Company
Florida
$308K -$7.11K -190 -2%
MW
409
Marcum Wealth
Ohio
$308K +$11K +295 +4%
FMLI
410
Fukoku Mutual Life Insurance
Japan
$306K
JIC
411
Johnson Investment Counsel
Ohio
$304K +$36.1K +964 +14%
BB
412
Burford Brothers
Texas
$301K
EF
413
Empowered Funds
Pennsylvania
$299K +$73.7K +1,969 +34%
XT
414
XTX Topco
Cayman Islands
$298K -$447K -11,956 -61%
EWA
415
EP Wealth Advisors
California
$298K +$7.74K +207 +3%
NP
416
NorthRock Partners
Minnesota
$298K +$289K +7,715 New
MYAM
417
Meiji Yasuda Asset Management
Japan
$297K +$53.1K +1,420 +23%
HSA
418
HBK Sorce Advisory
Pennsylvania
$295K +$27K +722 +10%
BFC
419
Bedel Financial Consulting
Indiana
$294K +$299 +8 +0.1%
VSQM
420
V-Square Quantitative Management
Illinois
$293K +$79.1K +2,114 +39%
SWM
421
Sterling Wealth Management
Illinois
$289K
AWM
422
Axxcess Wealth Management
California
$286K -$7.93K -212 -3%
SCM
423
Spreng Capital Management
Ohio
$285K
TLFA
424
True Link Financial Advisors
California
$283K +$274K +7,331 New
FTDI
425
First Trust Direct Indexing
Massachusetts
$282K +$37K +988 +16%