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FirstEnergy
FE

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
826
Action Point Financial Planning
Michigan
$8.65K +$8.79K +185 New
CFM
827
Cornerstone Financial Management
Massachusetts
$8.32K +$4.18K +88 +101%
HIA
828
HFM Investment Advisors
New Jersey
$8.13K +$617 +13 +8%
GF
829
GGM Financials
Ohio
$8.08K – – –
PF
830
PlanVest Financial
Maryland
$7.94K – – –
APW
831
Aventura Private Wealth
Florida
$7.27K – – –
GPI
832
General Partner Inc
Pennsylvania
$7.13K – – –
SWM
833
SHP Wealth Management
Massachusetts
$6.99K +$2.33K +49 +50%
AF
834
Abound Financial
California
$6.66K – – –
EP
835
Essential Partners
California
$6.23K – – –
BAM
836
Byrne Asset Management
New Jersey
$6.18K +$6.17K +130 New
MFS
837
Montgomery Financial Services
Maryland
$6.13K +$6.13K +129 New
LF
838
LifeSteps Financial
California
$5.94K +$5.94K +125 New
BC
839
Barrett & Company
Rhode Island
$5.85K – – –
SSG
840
Summit Securities Group
New York
$5.75K +$1.71K +36 +42%
JWM
841
JPL Wealth Management
Colorado
$5.09K -$47 -1 -0.9%
DJSG
842
D.J. St. Germain
Massachusetts
$5.04K – – –
TCOV
843
Trust Company of Vermont
Vermont
$4.56K +$4.56K +96 New
LSA
844
Leonteq Securities AG
Switzerland
$4.42K -$31K -652 -88%
MLA
845
MB, Levis & Associates
Pennsylvania
$4.41K +$47 +1 +1%
BIA
846
Bell Investment Advisors
California
$4.23K +$522 +11 +14%
RWM
847
Rialto Wealth Management
New York
$4.23K +$1.52K +32 +56%
BHWM
848
Bay Harbor Wealth Management
Maryland
$3.95K +$570 +12 +17%
BFS
849
Bare Financial Services
Pennsylvania
$3.9K – – –
FP
850
Financial Perspectives
Minnesota
$3.9K – – –
32 33
34
35 36