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FirstEnergy
FE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
876
Raffa Wealth Management
District of Columbia
$2.19K +$950 +20 +77%
CA
877
Crewe Advisors
Utah
$2.19K +$2.18K +46 New
PMFA
878
Plante Moran Financial Advisors
Michigan
$2.14K +$142 +3 +7%
WTA
879
Washington Trust Advisors
Massachusetts
$2.14K +$2.14K +45 New
PCM
880
Penserra Capital Management
California
$2K – – –
IWM
881
IMG Wealth Management
Florida
$1.9K +$1.9K +40 New
DPW
882
DiNuzzo Private Wealth
Pennsylvania
$1.85K -$95 -2 -5%
ADL
883
Asset Dedication LLC
California
$1.81K +$142 +3 +9%
HWP
884
Highline Wealth Partners
California
$1.66K +$237 +5 +17%
AWM
885
Activest Wealth Management
Florida
$1.62K -$427 -9 -21%
CWP
886
Clark Wealth Partners
Illinois
$1.57K -$1.85K -39 -54%
SC
887
SouthState Corp
Florida
$1.52K -$522 -11 -26%
AP
888
Aspect Partners
Virginia
$1.43K – – –
BFPW
889
BOK Financial Private Wealth
Colorado
$1.43K +$1.43K +30 New
ACA
890
American Capital Advisory
Idaho
$1.33K +$190 +4 +17%
EC
891
Elequin Capital
New York
$1.33K +$1.33K +28 New
HNW
892
High Note Wealth
Minnesota
$1.28K +$380 +8 +42%
LI
893
LRI Investments
Florida
$1.24K +$1.24K +26 New
TM
894
Torren Management
California
$1.24K – – –
BGA
895
Battery Global Advisors
Massachusetts
$1.19K – – –
1CP
896
1015 Capital Partners
Pennsylvania
$1.14K – – –
WA
897
WestEnd Advisors
North Carolina
$1.14K +$95 +2 +9%
TAP
898
Tounjian Advisory Partners
Florida
$1.14K -$1.15M -24,166 -100%
VWA
899
Valued Wealth Advisors
Utah
$999 – – –
MEG
900
Millstone Evans Group
Colorado
$856 +$855 +18 New
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