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FirstEnergy
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
501
MKT Advisors
California
$210K – – –
LIM
502
Leavell Investment Management
Alabama
$210K +$194K +4,575 New
PTP
503
Platform Technology Partners
New York
$209K -$1.45M -34,344 -88%
TP
504
Tranquility Partners
Tennessee
$208K -$71.6K -1,692 -27%
LFAS
505
Level Four Advisory Services
Texas
$208K +$192K +4,536 New
MC
506
Machina Capital
France
$206K +$190K +4,500 New
BFA
507
Bragg Financial Advisors
North Carolina
$204K +$188K +4,450 New
SFA
508
Sequoia Financial Advisors
Ohio
$204K +$189K +4,467 New
PCM
509
Prelude Capital Management
New York
$202K -$351K -8,302 -65%
C
510
Covestor
United Kingdom
$201K +$45.2K +1,068 +32%
DADC
511
D.A. Davidson & Co
Montana
$200K -$1.1M -26,064 -86%
SIM
512
Sentry Investment Management
Wisconsin
$196K -$51.2K -1,211 -22%
TFP
513
Tilia Fiduciary Partners
North Carolina
$192K – – –
TF
514
Tompkins Financial
New York
$181K +$164K +3,872 +5,957%
CFGS
515
Concourse Financial Group Securities
Alabama
$176K -$88.2K -2,086 -35%
BBHC
516
Brown Brothers Harriman & Co
New York
$174K -$1.1K -26 -0.7%
AG
517
AIA Group
Hong Kong
$174K +$43.5K +1,028 +37%
NIM
518
NuWave Investment Management
New Jersey
$174K +$161K +3,802 New
GRP
519
Global Retirement Partners
California
$161K +$157K +3,720 New
AF
520
Advisornet Financial
Minnesota
$160K +$16.9K +400 +13%
DMBA
521
Deseret Mutual Benefit Administrators
Utah
$151K -$30.2K -714 -18%
HCP
522
Hexagon Capital Partners
Arkansas
$138K -$34.6K -819 -21%
FWM
523
Focused Wealth Management
New York
$132K +$254 +6 +0.2%
GLLW
524
Graves Light Lenhart Wealth
Virginia
$130K – – –
CTC
525
Central Trust Company
Missouri
$128K +$11.4K +270 +11%
19 20
21
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