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FirstEnergy
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Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
526
GW&K Investment Management
Massachusetts
$123K -$28.9M -750,291 -100%
CWP
527
Concord Wealth Partners
Virginia
$123K +$36.6K +949 +47%
WTA
528
Washington Trust Advisors
Massachusetts
$120K +$112K +2,894 New
FWM
529
Focused Wealth Management
New York
$119K +$270 +7 +0.2%
GLLW
530
Graves Light Lenhart Wealth
Virginia
$118K – – –
DCM
531
Dupont Capital Management
Delaware
$116K -$136K -3,534 -56%
ONST
532
Old North State Trust
North Carolina
$116K – – –
ZB
533
Zions Bancorporation
Utah
$116K +$7.79K +202 +8%
AG
534
AIA Group
Hong Kong
$115K +$106K +2,757 New
GWM
535
Geneos Wealth Management
Colorado
$113K -$6.59K -171 -6%
CBT
536
CoreFirst Bank & Trust
Kansas
$107K – – –
CTC
537
Central Trust Company
Missouri
$105K +$92.9K +2,410 +2,252%
FPB
538
First PREMIER Bank
South Dakota
$104K – – –
CWC
539
Carolinas Wealth Consulting
North Carolina
$100K +$501 +13 +0.5%
LWCFA
540
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94K +$12.8K +331 +17%
TC
541
Trust Company
Kansas
$82K – – –
CFFP
542
Center for Financial Planning
Michigan
$77K – – –
UB
543
UMB Bank
Missouri
$77K +$71.1K +1,845 New
HPC
544
HM Payson & Co
Maine
$75K – – –
QCG
545
Quadrant Capital Group
Ohio
$70K -$347 -9 -0.5%
NSIM
546
North Star Investment Management
Illinois
$70K – – –
CA
547
CoreCap Advisors
Michigan
$69K +$64.1K +1,662 New
AWM
548
Accel Wealth Management
Iowa
$68K +$35.3K +916 +128%
JWA
549
JFS Wealth Advisors
Pennsylvania
$67K +$14.9K +386 +32%
CSB
550
City State Bank
Iowa
$65K +$60.1K +1,560 New
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