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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
801
HighPoint Advisor Group
Illinois
$12M +$195K +1,517 +2%
PTC
802
Private Trust Company
Ohio
$12M +$9.11K +71 +0.1%
WAM
803
Winslow Asset Management
Ohio
$12M -$45.3K -353 -0.4%
LPT
804
Legacy Private Trust
Wisconsin
$12M -$101K -789 -0.9%
KHLMVGHM
805
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12M – – –
CM
806
Castleark Management
Illinois
$12M – – –
LW
807
Linscomb Wealth
Texas
$11.9M +$243K +1,897 +2%
FMLI
808
Fukoku Mutual Life Insurance
Japan
$11.9M -$342K -2,670 -3%
TI
809
tru Independence
Oregon
$11.9M +$13.7M +106,932 New
VWM
810
Venturi Wealth Management
Texas
$11.8M -$114K -886 -1%
CAM
811
Cresset Asset Management
Illinois
$11.8M +$1.43M +11,123 +15%
TIM
812
Thompson Investment Management
Wisconsin
$11.8M -$726K -5,664 -6%
BCMO
813
Buckingham Capital Management (Ohio)
Ohio
$11.7M +$4.1K +32 +0%
NEI
814
Northwest & Ethical Investments
Ontario, Canada
$11.6M +$2.01M +15,671 +23%
VFA
815
Valeo Financial Advisors
Indiana
$11.5M +$212K +1,654 +2%
BHWM
816
Bar Harbor Wealth Management
New Hampshire
$11.5M +$1.59M +12,397 +18%
VW
817
Vantage Wealth
California
$11.5M -$230K -1,792 -2%
CWM
818
Circle Wealth Management
New Jersey
$11.4M +$19.9K +155 +0.2%
SFS
819
Sowell Financial Services
Arkansas
$11.4M +$480K +3,740 +5%
BBVA
820
Banco Bilbao Vizcaya Argentaria
Spain
$11.4M +$10.5M +81,677 New
AAS
821
Avantax Advisory Services
Texas
$11.3M +$2.18M +16,976 +26%
DLCIG
822
D.L. Carlson Investment Group
New Hampshire
$11.3M -$73.1K -570 -0.7%
AAM
823
AR Asset Management
California
$11.3M – – –
BFIM
824
Beese Fulmer Investment Management
Ohio
$11.3M +$151K +1,178 +1%
HRC
825
Hoertkorn Richard Charles
$11.3M -$144K -1,125 -1%
31 32
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