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FirstEnergy
FE

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
651
GW&K Investment Management
Massachusetts
$9K +$931 +24 +11%
AFS
652
Annapolis Financial Services
Maryland
$8.69K – – –
VCM
653
Versant Capital Management
Arizona
$8.69K +$2.44K +63 +38%
TCM
654
TruNorth Capital Management
Michigan
$8.61K +$8.73K +225 New
WAS
655
Winch Advisory Services
Wisconsin
$8.39K -$10K -258 -54%
MHR
656
Matthew Hamilton Rosenberg
$8.2K – – –
MSG
657
Main Street Group
Virginia
$7.97K – – –
KFI
658
Key Financial Inc
Pennsylvania
$7.92K – – –
TFM
659
TFC Financial Management
Massachusetts
$7.89K +$7.87K +203 +6,767%
OP
660
ORG Partners
Indiana
$7.66K +$7.76K +200 New
BCWM
661
Bartlett & Co Wealth Management
Ohio
$7.65K -$11.6K -300 -60%
WT
662
Washington Trust
Rhode Island
$7.65K – – –
TSMHT
663
Thurston Springer Miller Herd & Titak
Indiana
$7.46K +$7.56K +195 New
FMP
664
Financial Management Professionals
Texas
$6K – – –
CFD
665
Creative Financial Designs
Indiana
$5.98K +$39 +1 +0.6%
RWM
666
Ruedi Wealth Management
Illinois
$5.82K +$737 +19 +14%
GLR
667
Great Lakes Retirement
Ohio
$5.81K +$5.89K +152 New
GPI
668
General Partner Inc
Pennsylvania
$5.74K – – –
TFF
669
The Family Firm
Maryland
$5.71K +$5.78K +149 New
GG
670
Gleason Group
Kentucky
$5.66K +$5.74K +148 New
RCM
671
Raleigh Capital Management
North Carolina
$5.55K -$388 -10 -6%
RWMG
672
Redwood Wealth Management Group
New Jersey
$4.97K +$5.04K +130 New
BC
673
Barrett & Company
Rhode Island
$4.71K – – –
AWM
674
Avior Wealth Management
Nebraska
$4.63K -$13.8K -356 -75%
SSB
675
Sandy Spring Bank
Maryland
$4.29K -$1.2K -31 -22%
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