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FirstEnergy
FE

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
526
Wedmont Private Capital
Pennsylvania
$384K -$23.5K -495 -6%
RFC
527
Regions Financial Corp
Alabama
$384K +$18.7K +394 +5%
GM
528
GeoWealth Management
Illinois
$382K +$27.3K +575 +8%
LNWTC
529
Laird Norton Wetherby Trust Company
Washington
$379K -$12.8K -270 -3%
BCI
530
Brinker Capital Investments
Pennsylvania
$378K -$486K -10,236 -56%
OWA
531
One Wealth Advisors
California
$374K – – –
TRCT
532
Tower Research Capital (TRC)
New York
$373K -$1.16M -24,414 -76%
AIA
533
AssuredPartners Investment Advisors
Florida
$372K -$16.8K -353 -4%
OIA
534
OneDigital Investment Advisors
Kansas
$371K +$104K +2,199 +39%
CI
535
CX Institutional
Indiana
$370K +$12.6K +266 +4%
VSQM
536
V-Square Quantitative Management
Illinois
$370K +$24.7K +521 +7%
ONSWM
537
Old North State Wealth Management
North Carolina
$368K -$41.2K -868 -10%
ZIM
538
Zacks Investment Management
Illinois
$362K +$53.2K +1,121 +17%
ACM
539
Advisors Capital Management
New Jersey
$358K +$8.45K +178 +2%
SWM
540
Sandro Wealth Management
New Jersey
$357K +$6.46K +136 +2%
FPAS
541
Focus Partners Advisor Solutions
Missouri
$357K +$122K +2,571 +52%
MAM
542
Mystic Asset Management
Rhode Island
$356K +$3.09K +65 +0.9%
HPWM
543
High Point Wealth Management
New Jersey
$356K +$1.33K +28 +0.4%
WP
544
Waycross Partners
Kentucky
$354K – – –
FGA
545
Fortis Group Advisors
New Jersey
$353K -$20.6K -433 -6%
ECA
546
Elevated Capital Advisors
Utah
$349K -$368K -7,747 -51%
VF
547
Virtu Financial
New York
$345K +$345K +7,256 New
SWP
548
Sagespring Wealth Partners
Tennessee
$343K +$7.88K +166 +2%
GPW
549
Genesis Private Wealth
Virginia
$341K +$14K +294 +4%
AF
550
Allworth Financial
California
$334K -$12.8K -269 -4%
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