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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
726
Stewart & Patten Company
California
$202K – – –
WHAM
727
Windmill Hill Asset Management
United Kingdom
$202K +$212K +3,081 New
DMBA
728
Deseret Mutual Benefit Administrators
Utah
$201K -$39.9K -580 -16%
IWC
729
Integrated Wealth Concepts
Massachusetts
$201K +$39.4K +573 +23%
LCM
730
Logan Capital Management
Pennsylvania
$199K – – –
BAM
731
Belpointe Asset Management
Nevada
$197K +$42.4K +616 +26%
WTA
732
Washington Trust Advisors
Massachusetts
$196K -$18K -262 -8%
CFG
733
CKW Financial Group
Hawaii
$186K +$41.3K +600 +27%
HFM
734
Harvest Fund Management
China
$182K -$15.1K -220 -7%
AA
735
Ancora Advisors
Ohio
$180K -$23K -334 -11%
CB
736
CNB Bank
Pennsylvania
$179K -$20.8K -302 -10%
EW
737
Evoke Wealth
California
$176K +$5.02K +73 +3%
BCM
738
Blume Capital Management
California
$164K – – –
MCM
739
Manchester Capital Management
Vermont
$162K -$143K -2,073 -46%
FPS
740
Fieldpoint Private Securities
Connecticut
$158K +$22K +320 +15%
CT
741
Caldwell Trust
Florida
$155K – – –
IFAM
742
Institutional & Family Asset Management
Colorado
$145K -$138 -2 -0.1%
SWM
743
Spire Wealth Management
Virginia
$143K -$95.3K -1,385 -39%
UAML
744
US Asset Management LLC
Pennsylvania
$143K +$150K +2,178 New
MA
745
MCF Advisors
Kentucky
$139K – – –
RCC
746
Red Cedar Capital
Nebraska
$138K – – –
HFS
747
Hantz Financial Services
Michigan
$134K -$16.1K -234 -10%
PP
748
Paloma Partners
Connecticut
$134K +$140K +2,038 New
CFO
749
CVA Family Office
Colorado
$130K -$4.82K -70 -3%
ZIG
750
Zullo Investment Group
Pennsylvania
$127K – – –
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30
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