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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2576
Consilium Wealth Advisory
Texas
$993K +$1.03M +6,270 New
WMC
2577
Westwood Management Corporation
Illinois
$991K – – –
CAM
2578
Costello Asset Management
Pennsylvania
$991K +$162K +987 +19%
LC
2579
Landaas & Company
Wisconsin
$991K +$526K +3,204 +105%
BFG
2580
Berger Financial Group
Minnesota
$990K +$384K +2,338 +60%
MHWM
2581
Montz Harcus Wealth Management
Louisiana
$988K +$1.02M +6,241 New
SC
2582
Stephens Consulting
Michigan
$988K +$1.02M +6,238 New
HAS
2583
HBW Advisory Services
California
$987K -$85.1K -518 -8%
CQS
2584
Credential Qtrade Securities
$987K -$688K -4,192 -40%
CCM
2585
Crew Capital Management
Ohio
$985K – – –
OIS
2586
Okabena Investment Services
Minnesota
$985K +$604K +3,675 +144%
MTC
2587
McDaniel Terry & Co
Texas
$984K +$229K +1,395 +29%
RP
2588
Riverbridge Partners
Minnesota
$983K – – –
KIC
2589
Keating Investment Counselors
Florida
$981K – – –
OWA
2590
Outlook Wealth Advisors
Texas
$981K +$9.85K +60 +1%
ACM
2591
AUA Capital Management
Pennsylvania
$981K +$297K +1,807 +41%
SCM
2592
SKBA Capital Management
California
$979K -$16.4K -100 -2%
LGA
2593
Lebenthal Global Advisors
New York
$978K +$286K +1,740 +39%
LAS
2594
LWM Advisory Services
Florida
$978K +$1.01M +6,173 New
BCM
2595
Brown Capital Management
Maryland
$975K +$190K +1,156 +23%
ASBI
2596
American State Bank (Iowa)
Iowa
$973K +$42.9K +261 +4%
SDWMA
2597
Schneider Downs Wealth Management Advisors
Pennsylvania
$970K -$16.6K -101 -2%
AFG
2598
Allegheny Financial Group
Pennsylvania
$968K +$1.48K +9 +0.1%
CRI
2599
Colonial River Investments
Virginia
$967K -$798K -4,860 -44%
WH
2600
Whitcomb & Hess
Ohio
$966K +$30.1K +183 +3%
102 103
104
105 106