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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
651
Nicolet Advisory Services
Wisconsin
$329K -$6.4K -104 -2%
CT
652
Columbia Trust
Oregon
$327K +$4.61K +75 +2%
SW
653
SVB Wealth
Massachusetts
$325K -$32.7K -532 -10%
VCA
654
Verdence Capital Advisors
Maryland
$324K +$184 +3 +0.1%
STA
655
Summit Trail Advisors
New York
$322K +$289K +4,704 New
DAS
656
Dynamic Advisor Solutions
Arizona
$321K +$290K +4,712 New
FMLI
657
Fukoku Mutual Life Insurance
Japan
$319K – – –
CI
658
Conning Inc
Connecticut
$318K -$40.6K -660 -12%
FCM
659
Fourpath Capital Management
Oklahoma
$317K +$4.24K +69 +2%
PPG
660
Peak Planning Group
Colorado
$316K +$285K +4,636 New
FAFN
661
First Affirmative Financial Network
Colorado
$316K -$7.26K -118 -2%
MW
662
Marcum Wealth
Ohio
$315K -$8.12K -132 -3%
BBA
663
BLB&B Advisors
Pennsylvania
$313K -$12.8K -208 -4%
RCM
664
Raleigh Capital Management
North Carolina
$313K -$6.83K -111 -2%
SIM
665
Sentry Investment Management
Wisconsin
$309K – – –
KA
666
Kearns & Associates
California
$307K – – –
CFG
667
Citizens Financial Group
Rhode Island
$306K -$333K -5,407 -55%
IRC
668
Investors Research Corp
Georgia
$305K – – –
MM
669
MQS Management
New York
$304K -$62.8K -1,021 -19%
BCM
670
Boltwood Capital Management
California
$304K +$23.4K +381 +9%
ISWM
671
Independent Solutions Wealth Management
New York
$302K +$272K +4,428 New
IAIM
672
Industrial Alliance Investment Management
Quebec, Canada
$298K -$5.12M -83,240 -95%
UCFA
673
United Capital Financial Advisors
Texas
$298K -$2.64K -43 -1%
USCWA
674
U.S. Capital Wealth Advisors
Texas
$298K +$269K +4,368 New
CSPIA
675
Cary Street Partners Investment Advisory
Virginia
$297K +$21.5K +350 +9%
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27
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