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FirstEnergy

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
551
Kingsview Wealth Management
Oregon
$349K +$33.3K +687 +11%
GPW
552
Genesis Private Wealth
Virginia
$349K +$66.2K +1,365 +25%
SW
553
Simplicity Wealth
New Jersey
$346K +$10.8K +223 +3%
WTC
554
WhitTier Trust Company
Nevada
$346K +$2.67K +55 +0.8%
LFAS
555
Level Four Advisory Services
Texas
$343K +$32.2K +663 +11%
AWM
556
Accurate Wealth Management
Florida
$343K +$323K +6,666 New
BB
557
Burford Brothers
Texas
$341K -$19.8K -409 -6%
AFW
558
Atlantic Family Wealth
Florida
$338K +$49.7K +1,025 +18%
LWM
559
Lakeridge Wealth Management
Ohio
$336K -$142K -2,933 -31%
BBHC
560
Brown Brothers Harriman & Co
New York
$336K +$107K +2,211 +50%
FFA
561
First Foundation Advisors
California
$335K +$582 +12 +0.2%
BC
562
Bridgefront Capital
Texas
$335K +$320K +6,603 New
ZIM
563
Zacks Investment Management
Illinois
$329K +$30.3K +624 +11%
PA
564
Parallel Advisors
California
$329K +$53.6K +1,106 +21%
WS
565
Wedbush Securities
California
$328K +$7.37K +152 +2%
IPW
566
Impact Partnership Wealth
Georgia
$327K +$313K +6,459 New
FHC
567
First Horizon Corporation
Tennessee
$321K -$18.3K -378 -6%
Kayne Anderson Rudnick Investment Management
568
Kayne Anderson Rudnick Investment Management
California
$317K +$302K +6,237 +34,650%
GC
569
Grimes & Company
Massachusetts
$312K +$4.37K +90 +1%
EFS
570
Essex Financial Services
Connecticut
$312K -$42.9K -884 -13%
S
571
SignatureFD
Georgia
$311K +$46.6K +961 +19%
FA
572
FDx Advisors
Illinois
$310K +$68.9K +1,420 +30%
FWP
573
Falcon Wealth Planning
California
$307K +$294K +6,059 New
S
574
Sunpointe
Missouri
$306K +$65.1K +1,343 +29%
IG
575
IFS Group
Pennsylvania
$305K +$292K +6,027 New