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FirstEnergy
FE

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
526
Intrust Bank
Kansas
$260K +$267K +6,461 New
WB
527
WesBanco Bank
West Virginia
$260K +$49.1K +1,190 +23%
VFA
528
Valeo Financial Advisors
Indiana
$259K +$11.4K +277 +4%
IFU
529
iSAM Funds (UK)
United Kingdom
$257K +$263K +6,384 New
BJL
530
Brighton Jones LLC
Washington
$257K +$2.52K +61 +1%
1WM
531
1858 Wealth Management
Ohio
$256K +$39.9K +966 +18%
GM
532
GeoWealth Management
Illinois
$254K +$65.3K +1,583 +33%
AWM
533
Axxcess Wealth Management
California
$252K -$3.14K -76 -1%
BCM
534
Brookstone Capital Management
Illinois
$252K -$44.3K -1,074 -15%
GLA
535
Good Life Advisors
Pennsylvania
$251K +$17.7K +429 +7%
WTFG
536
Wells Trecaso Financial Group
Ohio
$250K -$223K -5,396 -47%
FTC
537
Farmers Trust Company
Ohio
$250K +$41 +1 +0%
NP
538
NorthRock Partners
Minnesota
$249K -$25.5K -618 -9%
MPM
539
MBB Public Markets
Illinois
$248K -$57.5K -1,393 -18%
OWA
540
One Wealth Advisors
California
$245K – – –
FWP
541
Firethorn Wealth Partners
Georgia
$244K +$23.6K +573 +10%
CSIC
542
Clifford Swan Investment Counsel
California
$243K +$248 +6 +0.1%
AAP
543
Arax Advisory Partners
Colorado
$243K +$52.9K +1,283 +44%
CCM
544
Coldstream Capital Management
Washington
$242K +$19.5K +473 +9%
IF
545
Intrua Financial
Texas
$242K +$28.9K +701 +13%
FAN
546
Financial Advisors Network
California
$241K +$247K +5,997 New
WS
547
Wedbush Securities
California
$239K -$1.36K -33 -0.6%
TC
548
TownSquare Capital
Utah
$238K -$2.76M -66,797 -92%
LF
549
Lantz Financial
Illinois
$238K +$244K +5,905 New
AFG
550
Allegheny Financial Group
Pennsylvania
$238K -$2.48K -60 -1%
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