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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2701
Virtue Capital Management
Tennessee
$2.53M -$223K -735 -8%
SIC
2702
Samalin Investment Counsel
New York
$2.53M -$82.9K -273 -3%
OFS
2703
Orrstown Financial Services
Pennsylvania
$2.53M -$319K -1,050 -11%
FCB
2704
First County Bank
Connecticut
$2.53M +$117K +384 +5%
CAG
2705
Centerpoint Advisory Group
Kansas
$2.52M – – –
GIP
2706
Greatmark Investment Partners
Georgia
$2.52M +$877K +2,890 +51%
CWWM
2707
Clear Wave Wealth Management
New Jersey
$2.52M +$2.6M +8,575 New
CAM
2708
Costello Asset Management
Pennsylvania
$2.52M +$254K +837 +11%
TIA
2709
Trust Investment Advisors
Indiana
$2.52M -$321K -1,057 -11%
JFA
2710
JNBA Financial Advisors
Minnesota
$2.52M +$5.46K +18 +0.2%
GWS
2711
Greykasell Wealth Strategies
California
$2.52M -$4.25K -14 -0.2%
SIA
2712
Serenity Investment Advisors
Illinois
$2.52M +$69.5K +229 +3%
WIA
2713
Westbourne Investment Advisors
Maryland
$2.52M -$30.3K -100 -1%
LIA
2714
LBMC Investment Advisors
Tennessee
$2.51M -$58.3K -192 -2%
OPWM
2715
Oakwell Private Wealth Management
Texas
$2.51M +$166K +547 +7%
BCP
2716
Berkeley Capital Partners
Georgia
$2.51M +$1.14M +3,740 +78%
PAM
2717
PCG Asset Management
New Jersey
$2.51M -$21.5K -71 -0.8%
I
2718
INVST
Indiana
$2.51M -$430K -1,417 -14%
AF
2719
Affiance Financial
Minnesota
$2.51M -$607 -2 -0%
DE
2720
Defiance ETFs
New York
$2.51M +$2.59M +8,520 New
LCM
2721
Lazari Capital Management
California
$2.5M -$40.1K -132 -2%
FCA
2722
Fortis Capital Advisors
Kansas
$2.5M +$164K +542 +7%
CMANY
2723
Capital Management Associates (New York)
New York
$2.5M – – –
CAG
2724
Curtis Advisory Group
California
$2.5M +$425K +1,400 +20%
VCM
2725
Vision Capital Management
Oregon
$2.5M -$910 -3 -0%
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