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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
526
Fulton Bank
Pennsylvania
$655K -$12.3K -212 -2%
EWA
527
EP Wealth Advisors
California
$641K -$22.4K -385 -4%
SBIA
528
Sheaff Brock Investment Advisors
Indiana
$638K -$23.1K -397 -4%
ST
529
Smithfield Trust
Pennsylvania
$636K +$181K +3,112 +47%
MC
530
Matisse Capital
Oregon
$634K – – –
SWS
531
SYSTM Wealth Solutions
Illinois
$630K -$112K -1,916 -17%
CNFG
532
Creegan & Nassoura Financial Group
New Hampshire
$627K – – –
OWA
533
Outlook Wealth Advisors
Texas
$627K +$559K +9,594 New
IWC
534
Integrated Wealth Concepts
Massachusetts
$622K +$101K +1,736 +22%
CCM
535
Coldstream Capital Management
Washington
$615K +$97.1K +1,667 +22%
PFS
536
Prospera Financial Services
Texas
$602K +$31K +533 +6%
EH
537
Equitable Holdings
New York
$600K -$5.65K -97 -1%
CM
538
CastleKnight Management
New York
$588K +$524K +9,000 New
NL
539
NWAM LLC
Washington
$587K +$2.8K +48 +0.5%
PGFC
540
Peapack-Gladstone Financial Corp
New Jersey
$583K – – –
FFM
541
Forum Financial Management
Illinois
$581K -$34.8K -598 -6%
VFA
542
Voya Financial Advisors
Connecticut
$579K +$153K +2,620 +42%
OPCM
543
Osborne Partners Capital Management
California
$572K -$25K -430 -5%
SOAMC
544
Spirit of America Management Corp
New York
$572K – – –
BPC
545
Banque Pictet & Cie
Switzerland
$570K – – –
BFEC
546
Benjamin F. Edwards & Company
Missouri
$569K +$67.3K +1,156 +15%
FI
547
Financial Insights
Washington
$563K -$76.2K -1,309 -13%
WT
548
Whittier Trust
California
$547K -$3.5K -60 -0.7%
FG
549
Fiduciary Group
Georgia
$542K +$483K +8,293 New
NP
550
NorthRock Partners
Minnesota
$541K +$84.6K +1,452 +21%
20 21
22
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