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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
726
CenterBook Partners
Connecticut
$405K +$416K +5,057 New
RMDI
727
R.M. Davis Inc
Maine
$401K – – –
SAM
728
Sompo Asset Management
Japan
$401K +$64.1K +780 +18%
DAM
729
Diamant Asset Management
Connecticut
$400K – – –
BFO
730
Boston Family Office
Massachusetts
$400K – – –
IFWM
731
Institute for Wealth Management
Colorado
$393K -$1.89K -23 -0.5%
AWM
732
Accurate Wealth Management
Florida
$392K +$45.4K +552 +12%
BFWM
733
Bright Futures Wealth Management
New York
$391K -$3.29K -40 -0.8%
AWM
734
Aprio Wealth Management
Georgia
$388K +$398K +4,841 New
AP
735
Americana Partners
Texas
$384K -$25.6K -311 -6%
JSW
736
Journey Strategic Wealth
New Jersey
$381K +$8.22K +100 +2%
SI
737
Seeds Investor
New York
$381K -$90.2K -1,097 -19%
SAM
738
Smartleaf Asset Management
Massachusetts
$379K -$89.6K -1,090 -19%
DWT
739
Dorsey & Whitney Trust
South Dakota
$376K +$5.02K +61 +1%
LF
740
LifePlan Financial
Minnesota
$375K +$37.2K +452 +11%
FA
741
Fedenia Advisers
Wisconsin
$372K +$271K +3,298 +244%
PWS
742
Peloton Wealth Strategists
Indiana
$369K +$123K +1,500 +48%
MPWT
743
MassMutual Private Wealth & Trust
Connecticut
$369K -$17.7K -215 -4%
RCAG
744
Rehmann Capital Advisory Group
Michigan
$366K -$3.37K -41 -0.9%
FAFN
745
First Affirmative Financial Network
Colorado
$364K +$4.6K +56 +1%
PWPS
746
Pinnacle Wealth Planning Services
Ohio
$364K -$2.14K -26 -0.6%
KA
747
Kearns & Associates
California
$360K – – –
CLOS
748
Compagnie Lombard Odier SCmA
Switzerland
$360K +$370K +4,500 New
BPW
749
Bingham Private Wealth
California
$358K +$30.8K +375 +9%
JCM
750
Jacobi Capital Management
Pennsylvania
$357K -$9.54K -116 -3%
28 29
30
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