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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
601
M Holdings Securities
Oregon
$261K +$23.6K +423 +8%
BOTW
602
Bank of the West
California
$259K -$1.5K -27 -0.5%
ARG
603
Advisory Resource Group
Oklahoma
$259K +$44.4K +798 +17%
OFS
604
OneAscent Financial Services
Alabama
$258K -$131K -2,352 -31%
AWM
605
Apollon Wealth Management
South Carolina
$258K -$7.85K -141 -3%
BSW
606
Buckingham Strategic Wealth
Missouri
$258K +$5.96K +107 +2%
LWM
607
Lyell Wealth Management
California
$256K +$278 +5 +0.1%
OIA
608
OneDigital Investment Advisors
Kansas
$251K -$3.51K -63 -1%
IFWM
609
Institute for Wealth Management
Colorado
$250K – – –
BBA
610
BLB&B Advisors
Pennsylvania
$245K -$50.8K -912 -15%
FNBTCON
611
First National Bank & Trust Co of Newtown
Pennsylvania
$245K – – –
ESCM
612
Echo Street Capital Management
New York
$243K +$283K +5,082 New
RCAG
613
Rehmann Capital Advisory Group
Michigan
$243K -$85.3K -1,531 -23%
BFO
614
Boston Family Office
Massachusetts
$239K – – –
DAM
615
Diamant Asset Management
Connecticut
$239K – – –
BTI
616
Blue Trust Inc
Georgia
$239K +$203K +3,648 New
JWCA
617
J.W. Cole Advisors
Florida
$238K -$29.2K -525 -10%
MHIC
618
Marble Harbor Investment Counsel
Massachusetts
$236K – – –
MW
619
Marcum Wealth
Ohio
$236K +$7.41K +133 +3%
QTM
620
qPULA Trading Management
New York
$235K +$273K +4,900 New
PTC
621
Petrus Trust Company
Texas
$235K +$273K +4,902 New
HC
622
Henshaw Capital
Massachusetts
$235K +$273K +4,906 New
CAG
623
Csenge Advisory Group
Florida
$234K -$27.7K -498 -9%
OQS
624
Occudo Quantitative Strategies
Florida
$233K +$271K +4,868 New
SIM
625
Sentry Investment Management
Wisconsin
$231K -$52.4K -941 -16%
23 24
25
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