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Johnson Controls International
JCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PUI
1001
Purpose Unlimited Inc
$287K +$275K +2,393 New
SPC
1002
Spirepoint Private Client
Florida
$287K – – –
KCM
1003
Kathmere Capital Management
Pennsylvania
$286K +$274K +2,390 New
JFG
1004
Jefferies Financial Group
New York
$285K -$289K -2,520 -51%
MWM
1005
Modera Wealth Management
New Jersey
$284K +$6.89K +60 +3%
MAP
1006
Moody Aldrich Partners
Massachusetts
$283K – – –
DWM
1007
Drive Wealth Management
Utah
$283K +$1.26K +11 +0.5%
IRP
1008
Investment Research Partners
Pennsylvania
$281K – – –
BIAS
1009
Beacon Investment Advisory Services
New Jersey
$281K -$56.6K -493 -17%
ICP
1010
Interchange Capital Partners
Pennsylvania
$280K +$115 +1 +0%
DWM
1011
Defined Wealth Management
Oregon
$280K +$2.87K +25 +1%
MIA
1012
MainStreet Investment Advisors
Illinois
$280K +$12.5K +109 +5%
FNBTCON
1013
First National Bank & Trust Co of Newtown
Pennsylvania
$280K – – –
KP
1014
Keel Point
Alabama
$279K -$6.31K -55 -2%
BCA
1015
Bay Colony Advisors
Massachusetts
$278K +$267K +2,325 New
CWA
1016
Crux Wealth Advisors
California
$277K -$29.4K -256 -10%
PPG
1017
Peak Planning Group
Colorado
$276K +$918 +8 +0.3%
AFGAS
1018
Allegiance Financial Group Advisory Services
Virginia
$276K -$43.4K -378 -14%
WFA
1019
Wellspring Financial Advisors
Ohio
$276K +$264K +2,299 New
NDSI
1020
Newman Dignan & Sheerar Inc
Rhode Island
$275K – – –
RIL
1021
Rothschild Investment LLC
Illinois
$274K +$3.79K +33 +1%
QWP
1022
Quotient Wealth Partners
Texas
$274K +$3.1K +27 +1%
NP
1023
NorthRock Partners
Minnesota
$272K -$1.24M -10,764 -82%
AG
1024
AlTi Global
New York
$271K -$3.67K -32 -1%
DWM
1025
Diversify Wealth Management
Utah
$269K +$276K +2,400 New
39 40
41
42 43