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FirstEnergy
FE

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
876
Planning Strategies
Pennsylvania
$2.33K +$2.33K +49 New
FMP
877
Financial Management Professionals
Texas
$2.23K – – –
CCMI
878
Creative Capital Management Investments
California
$2.23K +$2.23K +47 New
GBT
879
Grove Bank & Trust
Florida
$2.19K – – –
RWM
880
Raffa Wealth Management
District of Columbia
$2.19K +$950 +20 +77%
CA
881
Crewe Advisors
Utah
$2.19K +$2.18K +46 New
PMFA
882
Plante Moran Financial Advisors
Michigan
$2.14K +$142 +3 +7%
WTA
883
Washington Trust Advisors
Massachusetts
$2.14K +$2.14K +45 New
PCM
884
Penserra Capital Management
California
$2K – – –
IWM
885
IMG Wealth Management
Florida
$1.9K +$1.9K +40 New
DPW
886
DiNuzzo Private Wealth
Pennsylvania
$1.85K -$95 -2 -5%
ADL
887
Asset Dedication LLC
California
$1.81K +$142 +3 +9%
HWP
888
Highline Wealth Partners
California
$1.66K +$237 +5 +17%
AWM
889
Activest Wealth Management
Florida
$1.62K -$427 -9 -21%
CWP
890
Clark Wealth Partners
Illinois
$1.57K -$1.85K -39 -54%
SC
891
SouthState Corp
Florida
$1.52K -$522 -11 -26%
AP
892
Aspect Partners
Virginia
$1.43K – – –
BFPW
893
BOK Financial Private Wealth
Colorado
$1.43K +$1.43K +30 New
ACA
894
American Capital Advisory
Idaho
$1.33K +$190 +4 +17%
EC
895
Elequin Capital
New York
$1.33K +$1.33K +28 New
HNW
896
High Note Wealth
Minnesota
$1.28K +$380 +8 +42%
LI
897
LRI Investments
Florida
$1.24K +$1.24K +26 New
TM
898
Torren Management
California
$1.24K – – –
BGA
899
Battery Global Advisors
Massachusetts
$1.19K – – –
1CP
900
1015 Capital Partners
Pennsylvania
$1.14K – – –
34 35
36
37 38