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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
876
Morse Asset Management
Connecticut
$478K +$11.9K +92 +3%
PWPS
877
Pinnacle Wealth Planning Services
Ohio
$478K +$5.3K +41 +1%
PCS
878
Personal CFO Solutions
New Jersey
$474K +$23.5K +182 +5%
SIA
879
Soltis Investment Advisors
Utah
$473K +$78.7K +609 +20%
SPI
880
Strategic Planning Inc
Ohio
$472K – – –
CNAM
881
Campbell Newman Asset Management
Wisconsin
$471K – – –
TWM
882
TRB Wealth Management
Texas
$470K +$462K +3,576 New
CWWM
883
Clear Wave Wealth Management
New Jersey
$468K +$461K +3,572 New
MWM
884
Meridian Wealth Management
Kentucky
$468K +$146K +1,129 +46%
DWA
885
Douglass Winthrop Advisors
New York
$467K -$8.53K -66 -2%
IWA
886
IVC Wealth Advisors
Pennsylvania
$461K – – –
UB
887
UMB Bank
Missouri
$461K +$33.5K +259 +8%
AAS
888
Annex Advisory Services
Wisconsin
$460K +$517 +4 +0.1%
BWM
889
BKM Wealth Management
Wisconsin
$460K – – –
CLOS
890
Compagnie Lombard Odier SCmA
Switzerland
$458K -$129K -1,000 -22%
SCM
891
Stevens Capital Management
Pennsylvania
$456K +$450K +3,486 New
BIM
892
Baldwin Investment Management
Pennsylvania
$454K – – –
AR
893
Apeiron RIA
Texas
$453K – – –
PCP
894
Proficio Capital Partners
Massachusetts
$450K -$258 -2 -0.1%
MEG
895
Millstone Evans Group
Colorado
$449K – – –
TAP
896
TSG Advice Partners
Ohio
$447K +$441K +3,417 New
LP
897
LMR Partners
United Kingdom
$447K -$96.2K -745 -18%
WANY
898
Wealthspire Advisors (New York)
New York
$447K -$363K -2,812 -45%
AL
899
Aspiriant LLC
California
$447K +$440K +3,410 New
VA
900
Valmark Advisers
Ohio
$445K +$439K +3,401 New
34 35
36
37 38