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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
801
Apexium Financial
Texas
$274K -$65.6K -818 -19%
PTC
802
Petrus Trust Company
Texas
$272K +$277K +3,452 New
AR
803
Apeiron RIA
Texas
$272K – – –
MSWM
804
Mowery & Schoenfeld Wealth Management
Illinois
$272K +$276K +3,440 New
SPC
805
Sigma Planning Corp
Michigan
$271K -$109K -1,359 -28%
PA
806
Procyon Advisors
Connecticut
$271K +$33.4K +416 +14%
SAW
807
Signal Advisors Wealth
Michigan
$271K -$44.4K -554 -14%
RCA
808
Resonant Capital Advisors
Wisconsin
$271K +$27.4K +342 +11%
AWE
809
Avidian Wealth Enterprises
Texas
$270K +$12K +150 +5%
1WM
810
1858 Wealth Management
Ohio
$269K +$1.69K +21 +0.6%
MSWM
811
McGlone Suttner Wealth Management
Wisconsin
$268K +$22.2K +277 +9%
GC
812
Grimes & Company
Massachusetts
$268K +$20.5K +256 +8%
SBIA
813
Sheaff Brock Investment Advisors
Indiana
$266K -$377K -4,700 -58%
LWM
814
Lyell Wealth Management
California
$265K +$270K +3,363 New
MMPW
815
Mitchell McLeod Pugh & Williams
Alabama
$265K – – –
PCTC
816
Perkins Coie Trust Company
Washington
$265K – – –
GI
817
GS Investments
Minnesota
$264K – – –
FFS
818
Founders Financial Securities
Maryland
$263K +$6.18K +77 +2%
GS
819
GWN Securities
Florida
$262K +$258K +3,212 New
AWM
820
Angeles Wealth Management
California
$262K +$266K +3,316 New
EWM
821
Evercore Wealth Management
New York
$261K +$160 +2 +0.1%
GSEP
822
Golden State Equity Partners
California
$260K +$73.4K +915 +38%
MWM
823
Mission Wealth Management
California
$259K -$4.17K -52 -2%
BAM
824
Belpointe Asset Management
Nevada
$259K -$5.78K -72 -2%
GL
825
Graypoint LLC
New York
$259K +$10.4K +130 +4%
31 32
33
34 35