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FirstEnergy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
476
Security National Trust
West Virginia
$117K – – –
YWP
477
YorkBridge Wealth Partners
New York
$109K +$1.6K +38 +2%
CIM
478
Centersquare Investment Management
Pennsylvania
$108K +$7.14K +170 +7%
GT
479
Glenmede Trust
Pennsylvania
$108K +$9.91K +236 +10%
JWA
480
JFS Wealth Advisors
Pennsylvania
$103K +$420 +10 +0.4%
BAM
481
Belpointe Asset Management
Nevada
$103K +$101K +2,397 New
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K – – –
VFA
483
Valeo Financial Advisors
Indiana
$100K -$3.19K -76 -3%
KTC
484
Kistler-Tiffany Companies
Pennsylvania
$98K – – –
RIA
485
Realta Investment Advisors
Delaware
$93K +$91.2K +2,171 New
SWP
486
Strategic Wealth Partners
Ohio
$91K -$12.4K -294 -12%
OAM
487
Oppenheimer Asset Management
New York
$91K -$504 -12 -0.6%
CIAS
488
Capital Investment Advisory Services
North Carolina
$91K – – –
TAM
489
Tiverton Asset Management
Delaware
$90K -$367K -8,726 -81%
LWCFA
490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K – – –
WT
491
Whittier Trust
California
$83K – – –
HPC
492
HM Payson & Co
Maine
$81K +$79.8K +1,900 New
RA
493
Rational Advisors
New York
$78K +$57.9K +1,378 +312%
CFGS
494
Concourse Financial Group Securities
Alabama
$77K – – –
PI
495
PEAK6 Investments
Illinois
$74K -$987K -23,494 -93%
QCG
496
Quadrant Capital Group
Ohio
$73K – – –
AIM
497
Advantage Investment Management
Iowa
$72K – – –
SIS
498
Sound Income Strategies
Florida
$70K -$6.3K -150 -8%
RAM
499
Riggs Asset Management
Pennsylvania
$66K – – –
GI
500
Gradient Investments
Minnesota
$66K +$39.4K +937 +153%
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