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FirstEnergy
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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
501
Valeo Financial Advisors
Indiana
$299K +$3.16K +74 +1%
GM
502
GeoWealth Management
Illinois
$298K +$7.64K +179 +3%
HCA
503
Harbour Capital Advisors
Virginia
$296K -$22.8K -535 -8%
KPWS
504
Kestra Private Wealth Services
Texas
$293K -$620K -14,529 -69%
CCM
505
Coldstream Capital Management
Washington
$291K +$14.6K +343 +6%
1WM
506
1858 Wealth Management
Ohio
$291K – – –
SWP
507
Sagespring Wealth Partners
Tennessee
$285K +$266K +6,230 New
CI
508
CX Institutional
Indiana
$283K +$67.2K +1,574 +34%
WS
509
Wedbush Securities
California
$282K +$9.26K +217 +4%
PA
510
Procyon Advisors
Connecticut
$280K +$261K +6,114 New
FTC
511
Farmers Trust Company
Ohio
$280K -$4.18K -98 -2%
FPAS
512
Focus Partners Advisor Solutions
Missouri
$277K -$52.6K -1,232 -17%
CSIC
513
Clifford Swan Investment Counsel
California
$277K -$256 -6 -0.1%
GWM
514
Gibbs Wealth Management
Georgia
$274K -$59K -1,383 -19%
IF
515
Intrua Financial
Texas
$274K -$1.07K -25 -0.4%
AFG
516
Allegheny Financial Group
Pennsylvania
$273K +$2.77K +65 +1%
LFAS
517
Level Four Advisory Services
Texas
$273K +$6.4K +150 +3%
GIM
518
Glenmede Investment Management
Pennsylvania
$273K +$13.1K +306 +5%
BPA
519
Beacon Pointe Advisors
California
$269K -$1.09M -25,592 -81%
AWM
520
Axxcess Wealth Management
California
$268K -$18K -421 -7%
AWM
521
Apollon Wealth Management
South Carolina
$268K +$25.1K +588 +11%
SC
522
Searle & Co
Connecticut
$267K +$9.22K +216 +4%
SW
523
Simplicity Wealth
New Jersey
$261K +$243K +5,703 New
MRI
524
Mad River Investors
Massachusetts
$261K +$243K +5,700 New
CCA
525
Checchi Capital Advisers
California
$260K +$15.3K +359 +7%
19 20
21
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