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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
751
Hudson Valley Investment Advisors
New York
$242K – – –
YIA
752
YHB Investment Advisors
Connecticut
$242K – – –
HFM
753
Harvest Fund Management
China
$242K +$96.8K +1,280 +75%
WSCM
754
Wellington Shields Capital Management
New York
$242K +$225K +2,974 New
AMIM
755
Aull & Monroe Investment Management
Alabama
$240K -$26.9K -356 -11%
HGERS
756
Householder Group Estate & Retirement Specialist
Arizona
$240K +$223K +2,949 New
MWM
757
Minot Wealth Management
Massachusetts
$237K +$221K +2,918 New
KIG
758
Kowal Investment Group
Wisconsin
$236K +$4.39K +58 +2%
GAG
759
GM Advisory Group
New York
$236K +$219K +2,901 New
TSS
760
Two Sigma Securities
New York
$235K -$41K -542 -16%
WANY
761
Wealthspire Advisors (New York)
New York
$233K -$378K -4,991 -64%
JIC
762
Johnson Investment Counsel
Ohio
$233K -$17.9K -237 -8%
SC
763
Schulhoff & Co
Ohio
$233K +$217K +2,873 New
BFO
764
Biltmore Family Office
North Carolina
$231K +$214K +2,824 New
PF
765
Phoenix Financial
Israel
$229K -$24.5K -324 -10%
APP
766
Alpha Paradigm Partners
Illinois
$229K +$192K +2,542 +938%
MFW
767
Meristem Family Wealth
Minnesota
$228K +$212K +2,800 New
WIC
768
Woodmont Investment Counsel
Tennessee
$228K +$213K +2,810 New
SFS
769
Stiles Financial Services
Minnesota
$227K +$211K +2,787 New
MWM
770
Meridian Wealth Management
Kentucky
$225K +$209K +2,769 New
BFPW
771
BOK Financial Private Wealth
Colorado
$222K +$207K +2,736 New
AWE
772
Avidian Wealth Enterprises
Texas
$221K +$205K +2,714 New
NDSI
773
Newman Dignan & Sheerar Inc
Rhode Island
$221K +$206K +2,720 New
CFA
774
Carroll Financial Associates
North Carolina
$220K +$9.91K +131 +5%
AWM
775
Aberdeen Wealth Management
Illinois
$220K +$205K +2,711 New
29 30
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