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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
801
West Family Investments
California
$433K +$107K +1,166 +40%
CFG
802
Carr Financial Group
Massachusetts
$428K – – –
SW
803
SVB Wealth
Massachusetts
$427K -$179K -1,940 -32%
VCA
804
Verdence Capital Advisors
Maryland
$426K +$6.54K +71 +2%
CSA
805
Cottage Street Advisors
Massachusetts
$424K -$18.4K -200 -5%
CPA
806
Capital Performance Advisors
California
$421K +$39.4K +428 +12%
IC
807
Iconiq Capital
California
$418K -$18.1K -197 -5%
GWMR
808
GC Wealth Management RIA
Massachusetts
$417K +$363K +3,948 New
SPI
809
Strategic Planning Inc
Ohio
$417K -$6.63K -72 -2%
AWM
810
Avior Wealth Management
Nebraska
$416K +$266K +2,891 +275%
CFFP
811
Center for Financial Planning
Michigan
$416K +$8.01K +87 +2%
AAM
812
Auxier Asset Management
Oregon
$414K – – –
HPC
813
HM Payson & Co
Maine
$414K -$9.48K -103 -3%
SAI
814
Systematic Alpha Investments
New Jersey
$413K – – –
CMF
815
Counterpoint Mutual Funds
California
$410K +$357K +3,881 New
SAM
816
Smartleaf Asset Management
Massachusetts
$409K -$79.4K -863 -18%
PA
817
Pinnacle Associates
New York
$408K +$18.5K +201 +5%
BWM
818
Baron Wealth Management
Michigan
$405K +$40.8K +443 +13%
RCM
819
Raleigh Capital Management
North Carolina
$404K -$20.3K -221 -5%
MWM
820
Mission Wealth Management
California
$403K -$4.79K -52 -1%
BCP
821
Blue Chip Partners
Michigan
$401K +$350K +3,799 New
SI
822
Seeds Investor
New York
$400K -$89.4K -971 -20%
C
823
Certuity
Florida
$400K -$11.1K -121 -3%
CWS
824
Confluence Wealth Services
Pennsylvania
$400K -$20.3K -220 -5%
MG
825
Mather Group
Illinois
$399K +$83.9K +911 +32%
31 32
33
34 35