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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
ALAM
801
Asahi Life Asset Management
Japan
$515K +$494K +4,302 New
OWA
802
One Wealth Advisors
California
$514K – – –
IAN
803
Integrated Advisors Network
Texas
$512K -$46.7K -407 -9%
CWS
804
Confluence Wealth Services
Pennsylvania
$510K – – –
MW
805
Marble Wealth
Alabama
$506K +$485K +4,221 New
TCA
806
Trifecta Capital Advisors
Illinois
$505K -$2.41K -21 -0.5%
CFFP
807
Center for Financial Planning
Michigan
$505K +$7.35K +64 +2%
MBT
808
Montecito Bank & Trust
California
$502K +$16.6K +145 +4%
CPA
809
Capital Performance Advisors
California
$500K -$2.53K -22 -0.5%
LP
810
LMR Partners
United Kingdom
$498K +$467K +4,066 +4,280%
IWM
811
IHT Wealth Management
Illinois
$498K +$17.7K +154 +4%
WFI
812
West Family Investments
California
$498K – – –
SWA
813
SFMG Wealth Advisors
Texas
$498K -$4.82K -42 -1%
NAS
814
Nicolet Advisory Services
Wisconsin
$493K +$34.6K +301 +7%
DAM
815
Diamant Asset Management
Connecticut
$491K – – –
CFG
816
Carr Financial Group
Massachusetts
$486K -$5.97K -52 -1%
PK
817
Pflug Koory
Nebraska
$486K -$5.17K -45 -1%
CAG
818
Crestwood Advisors Group
Massachusetts
$486K +$50.3K +438 +12%
SLI
819
Sumitomo Life Insurance
Japan
$484K +$5.17K +45 +1%
VCA
820
Verdence Capital Advisors
Maryland
$483K +$115 +1 +0%
CIC
821
Chilton Investment Company
Connecticut
$483K – – –
AWM
822
Avior Wealth Management
Nebraska
$480K – – –
CAMG
823
CWA Asset Management Group
Florida
$478K +$52.6K +458 +13%
SB
824
SIG Brokerage
New York
$475K +$455K +3,965 New
HPC
825
HM Payson & Co
Maine
$470K +$804 +7 +0.2%
31 32
33
34 35