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FirstEnergy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
501
Stone House Investment Management
Pennsylvania
$75.6K +$796 +22 +1%
CA
502
Clearstead Advisors
Ohio
$72.8K -$50.5K -1,394 -41%
LWCFA
503
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70.8K – – –
FFA
504
Farther Finance Advisors
California
$69.2K +$27.7K +765 +68%
HPC
505
HM Payson & Co
Maine
$66K – – –
BWM
506
Baystate Wealth Management
Massachusetts
$63.5K -$579 -16 -0.9%
GWM
507
Geneos Wealth Management
Colorado
$61.6K -$27.6K -762 -31%
FFA
508
Frazier Financial Advisors
Ohio
$59.6K +$58.8K +1,625 New
AAG
509
Armstrong Advisory Group
Massachusetts
$59.1K -$2.75K -76 -5%
CFFP
510
Center for Financial Planning
Michigan
$57.2K – – –
CSB
511
City State Bank
Iowa
$57K – – –
CMBA
512
C.M. Bidwell & Associates
Hawaii
$56.3K – – –
FMTCOCP
513
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K -$6.01K -166 -10%
FUBT
514
First United Bank & Trust
Maryland
$54.2K +$53.5K +1,479 New
BMC
515
Bear Mountain Capital
Washington
$53K +$50.7K +1,400 New
SAM
516
Smartleaf Asset Management
Massachusetts
$51.9K +$51.2K +1,415 New
PFBT
517
Parkside Financial Bank & Trust
Missouri
$51.8K -$5.07K -140 -9%
PA
518
Parallel Advisors
California
$50.8K +$9.12K +252 +22%
GJIA
519
Glass Jacobson Investment Advisors
Maryland
$50.1K – – –
RIM
520
Rakuten Investment Management
Japan
$47.5K +$47K +1,298 New
SC
521
Stephens Consulting
Michigan
$45.7K – – –
BC
522
Bartlett & Co
Ohio
$45K – – –
BCWM
523
Bartlett & Co Wealth Management
Ohio
$44.7K – – –
UB
524
UMB Bank
Missouri
$43.9K – – –
CHC
525
City Holding Co
West Virginia
$43.8K – – –
19 20
21
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