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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
901
Simplicity Wealth
New Jersey
$521K +$67.1K +475 +15%
PWPS
902
Pinnacle Wealth Planning Services
Ohio
$520K -$12.4K -88 -2%
ICP
903
Impact Capital Partners
Colorado
$515K -$27.3K -193 -5%
IWA
904
IVC Wealth Advisors
Pennsylvania
$515K – – –
FIA
905
Foundations Investment Advisors
Arizona
$514K +$80.5K +570 +19%
BWM
906
BKM Wealth Management
Wisconsin
$513K – – –
CLOS
907
Compagnie Lombard Odier SCmA
Switzerland
$511K – – –
LAM
908
L2 Asset Management
Massachusetts
$510K +$27.1K +192 +6%
MA
909
MONECO Advisors
Connecticut
$507K +$15.7K +111 +3%
OFS
910
OneAscent Financial Services
Alabama
$506K -$53K -375 -10%
WEG
911
World Equity Group
Illinois
$505K -$50.4K -357 -9%
GM
912
GeoWealth Management
Illinois
$504K +$198K +1,401 +68%
SB
913
Simmons Bank
Arkansas
$504K +$44.6K +316 +10%
WCA
914
Westover Capital Advisors
Delaware
$503K +$145K +1,024 +42%
PFA
915
Pure Financial Advisors
California
$502K +$51.4K +364 +12%
HSA
916
HBK Sorce Advisory
Pennsylvania
$502K +$10.9K +77 +2%
EP
917
Essential Partners
California
$500K -$1.25M -8,819 -72%
BCP
918
Blue Chip Partners
Michigan
$497K +$1.27K +9 +0.3%
AHL
919
Abel Hall LLC
Louisiana
$496K +$141 +1 +0%
OAM
920
Oxford Asset Management
United Kingdom
$495K -$123K -872 -20%
KA
921
Kearns & Associates
California
$493K -$49.4K -350 -9%
NHC
922
Nicholas Hoffman & Company
Georgia
$489K +$2.12K +15 +0.5%
SW
923
SMART Wealth
Nebraska
$486K +$470K +3,328 New
BSAM
924
Blue Square Asset Management
New York
$484K – – –
MMPW
925
Mitchell McLeod Pugh & Williams
Alabama
$482K – – –
35 36
37
38 39