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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
2801
Harbour Wealth Management Group
South Carolina
$2.54M +$2.44M +7,868 New
CASB
2802
Cape Ann Savings Bank
Massachusetts
$2.54M +$110K +356 +5%
SLP
2803
Storen Legacy Partners
Indiana
$2.53M +$2.43M +7,864 New
SR
2804
Syntax Research
Florida
$2.53M +$6.19K +20 +0.3%
PCG
2805
PFC Capital Group
California
$2.53M -$3.41K -11 -0.1%
DFS
2806
Dixon Fnancial Services
California
$2.52M – – –
AWM
2807
Atticus Wealth Management
Florida
$2.52M -$2.17K -7 -0.1%
AP
2808
Anchyra Partners
Georgia
$2.52M +$2.42M +7,816 New
TIM
2809
Tortoise Investment Management
New York
$2.51M -$81.4K -263 -3%
NWM
2810
Northwest Wealth Management
Iowa
$2.51M -$35.9K -116 -1%
FNBTCON
2811
First National Bank & Trust Co of Newtown
Pennsylvania
$2.51M – – –
PFS
2812
Physicians Financial Services
North Carolina
$2.51M -$27.9K -90 -1%
VSQM
2813
V-Square Quantitative Management
Illinois
$2.49M +$2.39M +7,733 New
HP
2814
Holistic Planning
Texas
$2.49M +$331K +1,068 +16%
CAM
2815
Costello Asset Management
Pennsylvania
$2.49M +$749K +2,418 +46%
ANC
2816
Ames National Corp
Iowa
$2.49M -$175K -566 -7%
FWM
2817
Forteris Wealth Management
New York
$2.49M +$2.39M +7,729 New
OPOWM
2818
One Plus One Wealth Management
Florida
$2.49M -$102K -328 -4%
ASBI
2819
American State Bank (Iowa)
Iowa
$2.48M -$61.9K -200 -3%
CWM
2820
Castle Wealth Management
Florida
$2.48M -$39.3K -127 -2%
AAIM
2821
Asset Advisors Investment Management
Georgia
$2.47M -$9.29K -30 -0.4%
GPI
2822
General Partner Inc
Pennsylvania
$2.47M – – –
DWM
2823
Defined Wealth Management
Oregon
$2.47M -$231K -745 -9%
SC
2824
Saiph Capital
New Jersey
$2.46M +$13.3K +43 +0.6%
KCM
2825
KRS Capital Management
Michigan
$2.46M +$34.1K +110 +1%
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