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FirstEnergy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
526
CX Institutional
Indiana
$301K +$24.6K +535 +9%
FHC
527
First Horizon Corporation
Tennessee
$300K -$32.8K -715 -10%
OIA
528
OneDigital Investment Advisors
Kansas
$298K -$11.3K -246 -4%
MMHP
529
Murphy Middleton Hinkle & Parker
Georgia
$297K +$563K +12,263 New
SW
530
Simplicity Wealth
New Jersey
$296K +$41.9K +913 +16%
FFA
531
First Foundation Advisors
California
$295K – – –
BOS
532
Bank of Stockton
California
$294K – – –
IPWA
533
International Private Wealth Advisors
California
$293K -$3.67K -80 -1%
HH
534
Hilltop Holdings
Texas
$289K +$69.1K +1,505 +30%
SWP
535
Sagespring Wealth Partners
Tennessee
$287K +$8.36K +182 +3%
RS
536
R Squared
Hong Kong
$285K +$292K +6,356 New
WS
537
Wedbush Securities
California
$283K +$8.04K +175 +3%
KWM
538
Kingsview Wealth Management
Oregon
$277K +$73K +1,590 +35%
HIS
539
Horizon Investment Services
Indiana
$277K +$83.2K +1,811 +41%
KPWS
540
Kestra Private Wealth Services
Texas
$276K -$9.78K -213 -3%
LFAS
541
Level Four Advisory Services
Texas
$273K +$6.8K +148 +2%
GC
542
Grimes & Company
Massachusetts
$272K -$138K -3,008 -33%
FTC
543
Farmers Trust Company
Ohio
$268K -$5.37K -117 -2%
AFG
544
Allegheny Financial Group
Pennsylvania
$267K +$321 +7 +0.1%
BFIM
545
Beese Fulmer Investment Management
Ohio
$265K -$224K -4,875 -45%
BCV
546
Banque Cantonale Vaudoise
Switzerland
$264K -$229K -4,989 -46%
ACM
547
Advisors Capital Management
New Jersey
$264K +$17.3K +376 +7%
ZIM
548
Zacks Investment Management
Illinois
$263K -$354K -7,711 -57%
AWM
549
Axxcess Wealth Management
California
$262K +$413 +9 +0.2%
SC
550
Searle & Co
Connecticut
$261K – – –
20 21
22
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