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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2551
Adelphi Trust
Florida
$3.22M +$740K +2,383 +32%
SA
2552
SJBenen ADVISORY
North Carolina
$3.21M – – –
CCM
2553
Compass Capital Management
Minnesota
$3.21M -$3.1K -10 -0.1%
SWK
2554
Stephen W. Kidder
$3.21M – – –
HFM
2555
Hartford Funds Management
Pennsylvania
$3.21M +$257K +827 +9%
RSVP
2556
Ramsay Stattman Vela & Price
Colorado
$3.21M – – –
SMH
2557
Sanders Morris Harris
Texas
$3.2M -$2.75M -8,861 -48%
GWP
2558
Gen-Wealth Partners
Michigan
$3.2M +$159K +511 +6%
ACL
2559
Applied Capital LLC
Florida
$3.2M -$3.1K -10 -0.1%
VPW
2560
Vaquero Private Wealth
Texas
$3.2M +$3.03M +9,767 New
FCB
2561
First County Bank
Connecticut
$3.19M +$359K +1,156 +13%
BCM
2562
Bannerstone Capital Management
Minnesota
$3.18M -$932 -3 -0%
FCAS
2563
First Command Advisory Services
Texas
$3.18M -$590K -1,901 -16%
LB
2564
Legacy Bridge
Iowa
$3.18M – – –
EWM
2565
Evergreen Wealth Management
Michigan
$3.18M +$452K +1,457 +18%
TA
2566
TKG Advisors
Indiana
$3.16M +$166K +534 +6%
GA
2567
GoalVest Advisory
New York
$3.16M -$1.45M -4,676 -33%
NME
2568
Notis-McConarty Edward
$3.15M – – –
W
2569
Wealthquest
Ohio
$3.15M +$173K +558 +6%
ITFISA
2570
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.14M +$152K +491 +5%
WCAMG
2571
Woodard & Company Asset Management Group
North Carolina
$3.14M +$113K +363 +4%
RC
2572
Reik & Co
New York
$3.14M – – –
DBG
2573
De Burlo Group
Massachusetts
$3.14M +$311 +1 +0%
FCFC
2574
First Citizens Financial Corp
Iowa
$3.13M -$94.7K -305 -3%
DWM
2575
Ducere Wealth Management
California
$3.12M +$34.8K +112 +1%
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103
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