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FirstEnergy

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
501
Beacon Pointe Advisors
California
$346K +$85.3K +1,858 +32%
OWA
502
One Wealth Advisors
California
$346K
VSQM
503
V-Square Quantitative Management
Illinois
$343K +$352K +7,655 New
IA
504
IFP Advisors
Florida
$339K +$11.2K +244 +3%
WP
505
Waycross Partners
Kentucky
$333K
LF
506
Lantz Financial
Illinois
$331K +$21.4K +467 +7%
PWPS
507
Pinnacle Wealth Planning Services
Ohio
$323K -$7.3K -159 -2%
AWM
508
Aprio Wealth Management
Georgia
$323K +$295K +6,418 New
MAM
509
Mystic Asset Management
Rhode Island
$321K +$46 +1 +0%
Allianz Asset Management
510
Allianz Asset Management
Germany
$321K +$21.7K +473 +7%
BB
511
Burford Brothers
Texas
$319K -$5.24K -114 -2%
EI
512
Ethic Inc
New York
$318K +$94.2K +2,051 +41%
SWM
513
Sandro Wealth Management
New Jersey
$317K +$325K +7,082 New
VFA
514
Valeo Financial Advisors
Indiana
$316K +$24.5K +533 +8%
EFS
515
Essex Financial Services
Connecticut
$315K +$367 +8 +0.1%
CT
516
Chicago Trust
Illinois
$313K
MAM
517
Meeder Asset Management
Ohio
$313K +$152K +3,308 +90%
OL
518
Odyssean LLC
Connecticut
$313K +$321K +6,989 New
CNB
519
Camden National Bank
Maine
$313K -$9.78K -213 -3%
RWM
520
RKL Wealth Management
Pennsylvania
$311K -$6.01K -131 -2%
FAN
521
Financial Advisors Network
California
$311K +$16.2K +352 +5%
Mariner
522
Mariner
Kansas
$304K -$4.18M -90,970 -93%
AF
523
Allworth Financial
California
$303K +$11.1K +241 +4%
CCM
524
Coldstream Capital Management
Washington
$303K +$19.1K +416 +7%
WTC
525
WhitTier Trust Company
Nevada
$302K