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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
701
Asset Dedication LLC
California
$6K – – –
PCFFS
702
Pacific Center for Financial Services
California
$6K – – –
PWM
703
PRW Wealth Management
Massachusetts
$6K – – –
WCG
704
Weaver Consulting Group
California
$6K +$5.08K +148 New
QT
705
Quantamental Technologies
New York
$5K -$296K -8,636 -98%
EWM
706
Executive Wealth Management
Michigan
$5K -$22.5K -657 -83%
FFC
707
First Financial Corp
Indiana
$5K -$9.16K -267 -66%
TL
708
TrueWealth LLC
Georgia
$5K -$892 -26 -17%
LWANC
709
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
RFM
710
Royal Fund Management
Florida
$5K – – –
WAS
711
Winch Advisory Services
Wisconsin
$5K +$34 +1 +0.7%
PFO
712
Pathstone Family Office
New Jersey
$5K +$4.67K +136 New
CJA
713
C-J Advisory
California
$4K -$1.54K -45 -31%
FHA
714
Flagship Harbor Advisors
Massachusetts
$4K -$1.48K -43 -27%
MRCM
715
M&R Capital Management
New Jersey
$4K – – –
OFW
716
Omnia Family Wealth
Florida
$4K – – –
RWM
717
Raffa Wealth Management
District of Columbia
$3.88K – – –
PB
718
Pinnacle Bancorp
Nebraska
$3K -$4.29K -125 -60%
GWS
719
Glassman Wealth Services
Virginia
$3K -$240 -7 -9%
AWM
720
Aevitas Wealth Management
Massachusetts
$3K – – –
APC
721
Aspire Private Capital
North Carolina
$3K – – –
BWA
722
BDO Wealth Advisors
Florida
$3K – – –
BWM
723
BerganKDV Wealth Management
Minnesota
$3K – – –
NIM
724
NuWave Investment Management
New Jersey
$3K – – –
RA
725
Rational Advisors
New York
$3K – – –
27 28
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30 31