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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
926
PDS Planning
Ohio
$215K +$20.2K +246 +10%
CD
927
Chapin Davis
Maryland
$214K – – –
RSWM
928
Robertson Stephens Wealth Management
California
$212K -$16.9K -205 -7%
IWA
929
Icon Wealth Advisors
Texas
$210K -$13.6K -166 -6%
KMWM
930
Keudell/Morrison Wealth Management
Oregon
$207K +$213K +2,590 New
MSWM
931
Master's Wealth Management
Pennsylvania
$206K +$987 +12 +0.5%
MWS
932
MFA Wealth Services
California
$206K +$211K +2,569 New
VFPW
933
Vantage Financial Partners (Wisconsin)
Wisconsin
$205K – – –
BI
934
Binnacle Investments
Iowa
$205K +$210K +2,556 New
IF
935
Intrua Financial
Texas
$203K -$30.3K -369 -13%
SFC
936
SYM Financial Corp
Indiana
$203K +$208K +2,529 New
CCA
937
Childress Capital Advisors
Texas
$202K +$207K +2,516 New
EP
938
Edgestream Partners
New Jersey
$201K -$194K -2,354 -48%
ECM
939
Exchange Capital Management
Michigan
$201K +$206K +2,507 New
PPG
940
Peak Planning Group
Colorado
$201K +$206K +2,507 New
CFO
941
CVA Family Office
Colorado
$194K -$8.72K -106 -4%
MA
942
MCF Advisors
Kentucky
$194K -$1.15K -14 -0.6%
QL
943
Quarry LP
New York
$184K +$120K +1,460 +175%
CT
944
Caldwell Trust
Florida
$182K – – –
AWM
945
AllSquare Wealth Management
New York
$178K -$7.98K -97 -4%
CH
946
Cromwell Holdings
Wyoming
$174K – – –
RAM
947
Ramirez Asset Management
New York
$168K -$16.4K -200 -9%
TSMHT
948
Thurston Springer Miller Herd & Titak
Indiana
$162K +$71.2K +866 +75%
RIL
949
Rothschild Investment LLC
Illinois
$160K +$6.82K +83 +4%
CSPIA
950
Cary Street Partners Investment Advisory
Virginia
$160K +$20K +243 +14%
36 37
38
39 40