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FirstEnergy

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
526
One Wealth Advisors
California
$398K +$6.5K +134 +2%
LFA
527
Legacy Financial Advisors
Kentucky
$398K +$3.54K +73 +0.9%
CCM
528
Coldstream Capital Management
Washington
$396K +$50.7K +1,046 +15%
Balyasny Asset Management
529
Balyasny Asset Management
Illinois
$393K -$970 -20 -0.3%
SAG
530
SageView Advisory Group
California
$393K -$81.3K -1,677 -18%
RFC
531
Regions Financial Corp
Alabama
$389K -$168K -3,467 -31%
TPWM
532
Twelve Points Wealth Management
Massachusetts
$384K -$20.3K -418 -5%
CI
533
CX Institutional
Indiana
$380K +$38.4K +792 +12%
GM
534
GeoWealth Management
Illinois
$378K +$180K +3,716 +99%
HPWM
535
High Point Wealth Management
New Jersey
$377K -$21.6K -446 -6%
WP
536
Waycross Partners
Kentucky
$377K
AAP
537
Arax Advisory Partners
Colorado
$377K -$453K -9,346 -56%
MAM
538
Mystic Asset Management
Rhode Island
$376K +$12.1K +250 +3%
SWM
539
Sandro Wealth Management
New Jersey
$374K +$14.6K +300 +4%
FGA
540
Fortis Group Advisors
New Jersey
$373K -$12.4K -255 -3%
ACM
541
Advisors Capital Management
New Jersey
$372K +$70.7K +1,458 +25%
AF
542
Allworth Financial
California
$370K +$25.4K +523 +8%
VSQM
543
V-Square Quantitative Management
Illinois
$368K -$19.4K -400 -5%
IPWA
544
International Private Wealth Advisors
California
$367K +$34.1K +703 +11%
IA
545
IFP Advisors
Florida
$358K -$25.1K -517 -7%
SWP
546
Sagespring Wealth Partners
Tennessee
$357K +$31K +639 +10%
CCA
547
Checchi Capital Advisers
California
$356K +$63.6K +1,312 +23%
CT
548
Chicago Trust
Illinois
$355K
CNB
549
Camden National Bank
Maine
$354K
FAN
550
Financial Advisors Network
California
$349K -$2.42K -50 -0.7%