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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
676
Stillwater Capital Advisors
Pennsylvania
$15.7M -$150K -1,185 -1%
TA
677
TruWealth Advisors
Louisiana
$15.7M +$404K +3,189 +3%
ASN
678
Advisory Services Network
Georgia
$15.7M +$2.05M +16,184 +16%
WS
679
Wedbush Securities
California
$15.7M -$159K -1,251 -1%
BCM
680
Bridgeway Capital Management
Texas
$15.5M +$4.73M +37,355 +48%
AUB
681
Atlantic Union Bankshares
Virginia
$15.4M -$903K -7,130 -6%
UAS
682
United Asset Strategies
New York
$15.3M +$256K +2,019 +2%
NSLI
683
Nan Shan Life Insurance
Taiwan
$15.3M -$29.5M -232,943 -67%
DMC
684
Drexel Morgan & Co
Pennsylvania
$15.1M – – –
AHC
685
Adell Harriman & Carpenter
Texas
$15.1M +$532K +4,198 +4%
CAM
686
Cresset Asset Management
Illinois
$15M -$8.87K -70 -0.1%
CAM
687
Congress Asset Management
Massachusetts
$15M +$132K +1,044 +0.9%
CNC
688
Canandaigua National Corp
New York
$15M +$173K +1,362 +1%
JPMIA
689
J.P. Marvel Investment Advisors
Massachusetts
$15M – – –
AIM
690
Avity Investment Management
Connecticut
$15M +$97.9K +773 +0.7%
TC
691
TownSquare Capital
Utah
$14.9M +$502K +3,958 +4%
AFCM
692
Applied Finance Capital Management
Puerto Rico
$14.9M +$14.1M +111,107 New
AF
693
Ally Financial
Michigan
$14.9M – – –
WB
694
Webster Bank
Connecticut
$14.8M -$440K -3,470 -3%
OIA
695
OneDigital Investment Advisors
Kansas
$14.8M +$5.42M +42,792 +63%
BRCM
696
Bright Rock Capital Management
Massachusetts
$14.8M – – –
PAS
697
Park Avenue Securities
New York
$14.7M +$816K +6,444 +6%
TYCC
698
Texas Yale Capital Corp
Florida
$14.7M -$6.33K -50 -0%
MIA
699
MainStreet Investment Advisors
Illinois
$14.7M -$259K -2,044 -2%
GIM
700
Grassi Investment Management
California
$14.7M +$380 +3 +0%
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