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Johnson Controls International

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
901
IVC Wealth Advisors
Pennsylvania
$515K
FIA
902
Foundations Investment Advisors
Arizona
$514K +$80.5K +570 +19%
BWM
903
BKM Wealth Management
Wisconsin
$513K
CLOS
904
Compagnie Lombard Odier SCmA
Switzerland
$511K
LAM
905
L2 Asset Management
Massachusetts
$510K +$27.1K +192 +6%
MA
906
MONECO Advisors
Connecticut
$507K +$15.7K +111 +3%
OFS
907
OneAscent Financial Services
Alabama
$506K -$53K -375 -10%
WEG
908
World Equity Group
Illinois
$505K -$50.4K -357 -9%
GM
909
GeoWealth Management
Illinois
$504K +$198K +1,401 +68%
SB
910
Simmons Bank
Arkansas
$504K +$44.6K +316 +10%
WCA
911
Westover Capital Advisors
Delaware
$503K +$145K +1,024 +42%
PFA
912
Pure Financial Advisors
California
$502K +$51.4K +364 +12%
HSA
913
HBK Sorce Advisory
Pennsylvania
$502K +$10.9K +77 +2%
EP
914
Essential Partners
California
$500K -$1.25M -8,819 -72%
BCP
915
Blue Chip Partners
Michigan
$497K +$1.27K +9 +0.3%
AHL
916
Abel Hall LLC
Louisiana
$496K +$141 +1 +0%
OAM
917
Oxford Asset Management
United Kingdom
$495K -$123K -872 -20%
KA
918
Kearns & Associates
California
$493K -$49.4K -350 -9%
NHC
919
Nicholas Hoffman & Company
Georgia
$489K +$2.12K +15 +0.5%
SW
920
SMART Wealth
Nebraska
$486K +$470K +3,328 New
BSAM
921
Blue Square Asset Management
New York
$484K
MMPW
922
Mitchell McLeod Pugh & Williams
Alabama
$482K
SP
923
SmartHarvest Portfolios
Washington
$481K +$79.5K +563 +21%
Empower Advisory Group
924
Empower Advisory Group
Colorado
$480K +$45.6K +323 +11%
CRC
925
Curi RMB Capital
Illinois
$477K -$125K -885 -21%