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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
576
SVB Wealth
Massachusetts
$274K +$295K +5,563 New
KC
577
Kepos Capital
New York
$272K -$45.8K -863 -14%
FFA
578
Founders Financial Alliance
North Carolina
$269K +$290K +5,461 New
MHS
579
M Holdings Securities
Oregon
$267K -$1.33K -25 -0.5%
BOTW
580
Bank of the West
California
$267K – – –
BFS
581
Bradley Foster & Sargent
Connecticut
$263K -$691K -13,028 -71%
AWM
582
Apollon Wealth Management
South Carolina
$263K -$3.02K -57 -1%
LWM
583
Lyell Wealth Management
California
$261K – – –
ARG
584
Advisory Resource Group
Oklahoma
$260K -$7.26K -137 -3%
IFWM
585
Institute for Wealth Management
Colorado
$256K – – –
BIM
586
Bridges Investment Management
Nebraska
$253K -$101K -1,910 -27%
HH
587
Hilltop Holdings
Texas
$252K +$271K +5,113 New
OFS
588
OneAscent Financial Services
Alabama
$251K -$14.4K -271 -5%
BFO
589
Boston Family Office
Massachusetts
$250K +$3.5K +66 +1%
RCAG
590
Rehmann Capital Advisory Group
Michigan
$248K -$1.22K -23 -0.5%
FCM
591
Fourpath Capital Management
Oklahoma
$248K -$33.5K -632 -11%
RMDI
592
R.M. Davis Inc
Maine
$246K -$53K -1,000 -17%
DAM
593
Diamant Asset Management
Connecticut
$246K – – –
AAS
594
Avantax Advisory Services
Texas
$246K +$32.7K +616 +14%
BBA
595
BLB&B Advisors
Pennsylvania
$243K -$9.23K -174 -3%
MHIC
596
Marble Harbor Investment Counsel
Massachusetts
$243K – – –
IAN
597
Integrated Advisors Network
Texas
$242K -$29.6K -558 -10%
SC
598
Savant Capital
Illinois
$242K +$7.37K +139 +3%
UCFA
599
United Capital Financial Advisors
Texas
$240K -$40.4K -762 -14%
MW
600
Marcum Wealth
Ohio
$240K -$2.86K -54 -1%
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