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FirstEnergy
FE

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
726
Abound Financial
California
$5.66K +$5.58K +140 New
RWM
727
Ruedi Wealth Management
Illinois
$5.38K – – –
DF
728
Dunhill Financial
United Kingdom
$5.05K -$438 -11 -8%
BC
729
Barrett & Company
Rhode Island
$4.97K – – –
Q1WB
730
Quest 10 Wealth Builders
Virginia
$4.61K -$1.55K -39 -25%
SSB
731
Sandy Spring Bank
Maryland
$4.53K -$90.8K -2,281 -95%
SS
732
Sunbelt Securities
Texas
$4.53K – – –
WA
733
Whipplewood Advisors
Colorado
$4.45K -$3.98K -100 -73%
KIM
734
Kestra Investment Management
Texas
$4.33K -$21.7K -544 -84%
TWD
735
True Wealth Design
Ohio
$4.25K -$22K -553 -84%
LWMI
736
Legacy Wealth Management (Idaho)
Idaho
$4.12K – – –
DJSG
737
D.J. St. Germain
Massachusetts
$4.04K +$3.98K +100 New
IRC
738
Investors Research Corp
Georgia
$4.04K +$3.98K +100 New
BWL
739
Bogart Wealth LLC
Virginia
$3.92K -$5.26K -132 -58%
TCOV
740
Trust Company of Vermont
Vermont
$3.88K – – –
MLA
741
MB, Levis & Associates
Pennsylvania
$3.57K +$40 +1 +1%
GFPC
742
Global Financial Private Client
Florida
$3.4K +$1.16K +29 +53%
WPA
743
Wealth Preservation Advisors
Tennessee
$3.4K +$3.35K +84 New
FP
744
Financial Perspectives
Minnesota
$3.31K – – –
BIA
745
Bell Investment Advisors
California
$3.19K +$478 +12 +18%
AW
746
Avion Wealth
Texas
$3K – – –
CAL
747
Capital Analysts LLC
Pennsylvania
$3K +$2.79K +70 New
AGWCA
748
Annis Gardner Whiting Capital Advisors
Florida
$2.99K +$1.23K +31 +72%
HIW
749
Holos Integrated Wealth
Pennsylvania
$2.95K – – –
MAS
750
MPWM Advisory Solutions
Georgia
$2.75K – – –
28 29
30
31 32