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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
501
Profund Advisors
Maryland
$566K +$38.9K +708 +8%
RWB
502
RMR Wealth Builders
New Jersey
$560K – – –
BTWM
503
Baker Tilly Wealth Management
Wisconsin
$554K +$510K +9,288 New
NL
504
NWAM LLC
Washington
$549K +$2.25K +41 +0.4%
RA
505
RFG Advisory
Alabama
$535K +$493K +8,963 New
V
506
Veritable
Delaware
$531K -$628K -11,423 -56%
HFS
507
Hantz Financial Services
Michigan
$515K -$1.99M -36,214 -81%
IIC
508
Ironwood Investment Counsel
Arizona
$503K +$52.3K +952 +13%
PPCM
509
Pillar Pacific Capital Management
California
$500K -$40.9K -745 -8%
PFGIA
510
Patriot Financial Group Insurance Agency
Massachusetts
$498K -$73.1K -1,330 -14%
SOAMC
511
Spirit of America Management Corp
New York
$492K – – –
HWMG
512
Hurlow Wealth Management Group
Indiana
$486K -$26.7K -485 -6%
MAFM
513
Mid Atlantic Financial Management
Pennsylvania
$484K -$13.4K -244 -3%
GTCM
514
Gyon Technologies Capital Management
New Jersey
$482K -$1.76M -32,041 -80%
IC
515
Intersect Capital
California
$479K +$137K +2,500 +45%
9WM
516
9258 Wealth Management
Ohio
$475K -$2.03K -37 -0.5%
VSWA
517
Vontobel Swiss Wealth Advisors
Switzerland
$473K +$37.1K +675 +9%
NSB
518
Norway Savings Bank
Maine
$473K +$69.5K +1,265 +19%
NIM
519
NuWave Investment Management
New Jersey
$469K +$432K +7,852 New
BBA
520
BLB&B Advisors
Pennsylvania
$466K -$388K -7,067 -48%
PBT
521
Pictet Bank & Trust
Bahamas
$465K – – –
SIM
522
Sentry Investment Management
Wisconsin
$461K -$2.16M -39,279 -84%
CAL
523
Capital Analysts LLC
Pennsylvania
$456K +$420K +7,636 New
JGUA
524
John G. Ullman & Associates
New York
$448K – – –
XT
525
XTX Topco
Cayman Islands
$442K +$407K +7,406 New
19 20
21
22 23