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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
2576
Westfield Capital Management
Massachusetts
$998K – – –
CWA
2577
Consilium Wealth Advisory
Texas
$993K +$1.03M +6,270 New
WMC
2578
Westwood Management Corporation
Illinois
$991K – – –
CAM
2579
Costello Asset Management
Pennsylvania
$991K +$162K +987 +19%
LC
2580
Landaas & Company
Wisconsin
$991K +$526K +3,204 +105%
BFG
2581
Berger Financial Group
Minnesota
$990K +$384K +2,338 +60%
MHWM
2582
Montz Harcus Wealth Management
Louisiana
$988K +$1.02M +6,241 New
SC
2583
Stephens Consulting
Michigan
$988K +$1.02M +6,238 New
HAS
2584
HBW Advisory Services
California
$987K -$85.1K -518 -8%
CQS
2585
Credential Qtrade Securities
$987K -$688K -4,192 -40%
CCM
2586
Crew Capital Management
Ohio
$985K – – –
OIS
2587
Okabena Investment Services
Minnesota
$985K +$604K +3,675 +144%
MTC
2588
McDaniel Terry & Co
Texas
$984K +$229K +1,395 +29%
Riverbridge Partners
2589
Riverbridge Partners
Minnesota
$983K – – –
KIC
2590
Keating Investment Counselors
Florida
$981K – – –
OWA
2591
Outlook Wealth Advisors
Texas
$981K +$9.85K +60 +1%
ACM
2592
AUA Capital Management
Pennsylvania
$981K +$297K +1,807 +41%
SCM
2593
SKBA Capital Management
California
$979K -$16.4K -100 -2%
LGA
2594
Lebenthal Global Advisors
New York
$978K +$286K +1,740 +39%
LAS
2595
LWM Advisory Services
Florida
$978K +$1.01M +6,173 New
BCM
2596
Brown Capital Management
Maryland
$975K +$190K +1,156 +23%
ASBI
2597
American State Bank (Iowa)
Iowa
$973K +$42.9K +261 +4%
SDWMA
2598
Schneider Downs Wealth Management Advisors
Pennsylvania
$970K -$16.6K -101 -2%
AFG
2599
Allegheny Financial Group
Pennsylvania
$968K +$1.48K +9 +0.1%
CRI
2600
Colonial River Investments
Virginia
$967K -$798K -4,860 -44%