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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
626
Boston Family Office
Massachusetts
$324K – – –
OFS
627
OneAscent Financial Services
Alabama
$324K – – –
NW
628
NewEdge Wealth
Pennsylvania
$323K -$71.6K -1,170 -19%
IFWM
629
Institute for Wealth Management
Colorado
$322K -$10.6K -173 -3%
DAM
630
Diamant Asset Management
Connecticut
$320K – – –
BBA
631
BLB&B Advisors
Pennsylvania
$316K – – –
MHIC
632
Marble Harbor Investment Counsel
Massachusetts
$316K – – –
HH
633
Hilltop Holdings
Texas
$315K -$11.8K -193 -4%
VCA
634
Verdence Capital Advisors
Maryland
$315K -$271K -4,431 -47%
RCAG
635
Rehmann Capital Advisory Group
Michigan
$312K -$10.1K -165 -3%
RIA
636
Realta Investment Advisors
Delaware
$312K +$298K +4,871 New
KIG
637
Kowal Investment Group
Wisconsin
$309K +$295K +4,821 New
CT
638
Columbia Trust
Oregon
$307K -$62.9K -1,028 -18%
JIC
639
Johnson Investment Counsel
Ohio
$307K +$17.3K +283 +6%
MW
640
Marcum Wealth
Ohio
$307K -$5.02K -82 -2%
OIA
641
OneDigital Investment Advisors
Kansas
$306K +$22.7K +371 +8%
WAP
642
Wealthcare Advisory Partners
Pennsylvania
$303K +$289K +4,727 New
MA
643
MONECO Advisors
Connecticut
$294K +$281K +4,597 New
FCM
644
Fourpath Capital Management
Oklahoma
$294K -$27.8K -454 -9%
ZCA
645
Zeke Capital Advisors
Pennsylvania
$293K +$122 +2 +0%
SIM
646
Sentry Investment Management
Wisconsin
$293K -$15.4K -251 -5%
SCM
647
Shelton Capital Management
Colorado
$289K – – –
BEI
648
Benjamin Edwards Inc
Missouri
$289K +$160K +2,608 +137%
IWA
649
Icon Wealth Advisors
Texas
$289K +$38.8K +634 +16%
PGFC
650
Peapack-Gladstone Financial Corp
New Jersey
$288K -$301K -4,917 -52%
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