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FirstEnergy
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Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
701
United Capital Financial Advisors
Texas
– -$217K -5,592 Closed
RFM
702
Royal Fund Management
Florida
– -$214K -5,526 Closed
WCA
703
Westover Capital Advisors
Delaware
– -$214K -5,510 Closed
FI
704
FormulaFolio Investments
Michigan
– -$213K -5,485 Closed
BSW
705
Buckingham Strategic Wealth
Missouri
– -$209K -5,397 Closed
GIA
706
Gateway Investment Advisers
Ohio
– -$209K -5,377 Closed
FAAS
707
First Allied Advisory Services
California
– -$208K -5,364 Closed
GHA
708
GW Henssler & Associates
Georgia
– -$202K -5,201 Closed
MSAM
709
Moloney Securities Asset Management
Missouri
– -$201K -5,186 Closed
LNWWM
710
Laird Norton Wetherby Wealth Management
California
– -$201K -5,183 Closed
IAS
711
IMA Advisory Services
Colorado
– -$194K -5,000 Closed
PA
712
Procyon Advisors
Connecticut
– -$175K -4,505 Closed
OPS
713
Orion Portfolio Solutions
Nebraska
– -$165K -4,263 Closed
BAM
714
Belpointe Asset Management
Nevada
– -$159K -4,074 Closed
KPW
715
Kore Private Wealth
New York
– -$129K -3,335 Closed
SNT
716
Security National Trust
West Virginia
– -$114K -2,939 Closed
RWB
717
RMR Wealth Builders
New Jersey
– -$82K -2,115 Closed
NIT
718
NumerixS Investment Technologies
British Columbia, Canada
– -$62K -1,600 Closed
THWM
719
Taylor Hoffman Wealth Management
Virginia
– -$48K -1,240 Closed
CIM
720
Contravisory Investment Management
Massachusetts
– -$31K -771 Closed
HFM
721
Harvest Fund Management
China
– -$29K -735 Closed
TFGT
722
TS Financial Group (TSFG)
Illinois
– -$26K -671 Closed
HFA
723
HC Financial Advisors
California
– -$26K -670 Closed
HWA
724
HHM Wealth Advisors
Tennessee
– -$25K -656 Closed
SFPG
725
Stonebridge Financial Planning Group
Florida
– -$24K -600 Closed
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