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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
901
Sagespring Wealth Partners
Tennessee
$24.8M +$558K +1,797 +2%
MHS
902
M Holdings Securities
Oregon
$24.7M -$315K -1,014 -1%
BHWM
903
Bar Harbor Wealth Management
New Hampshire
$24.7M -$139K -446 -0.6%
LPT
904
Legacy Private Trust
Wisconsin
$24.7M -$330K -1,063 -1%
PAM
905
Palisade Asset Management
Minnesota
$24.6M -$97.8K -315 -0.4%
RSWM
906
Robertson Stephens Wealth Management
California
$24.6M -$462K -1,489 -2%
CC
907
Courier Capital
New York
$24.5M -$572K -1,842 -2%
GIM
908
Goelzer Investment Management
Indiana
$24.5M +$2.05M +6,599 +10%
NCM
909
Novare Capital Management
North Carolina
$24.5M -$472K -1,521 -2%
DCA
910
DSG Capital Advisors
Minnesota
$24.4M -$60.9K -196 -0.3%
MYAM
911
Meiji Yasuda Asset Management
Japan
$24.3M -$476K -1,532 -2%
SAM
912
Securian Asset Management
Minnesota
$24.3M -$602K -1,939 -3%
CA
913
Cullinan Associates
Kentucky
$24.1M +$2.8M +9,005 +14%
IWM
914
IHT Wealth Management
Illinois
$24M +$300K +965 +1%
GG
915
Greenwood Gearhart
Arkansas
$24M +$808K +2,601 +4%
CWM
916
Cabot Wealth Management
Massachusetts
$23.9M -$113K -364 -0.5%
GWM
917
Geneos Wealth Management
Colorado
$23.9M +$9.94K +32 +0%
CF
918
Clarity Financial
Texas
$23.9M +$6.22M +20,033 +38%
WSCM
919
Wellington Shields Capital Management
New York
$23.9M +$218K +701 +1%
BCM
920
BTC Capital Management
Iowa
$23.9M -$870K -2,802 -4%
SWM
921
Spire Wealth Management
Virginia
$23.9M -$87K -280 -0.4%
SFI
922
Siemens Fonds Invest
Germany
$23.9M -$784K -2,526 -3%
GIA
923
Gladstone Institutional Advisory
Florida
$23.9M +$122K +392 +0.5%
PI
924
PFG Investments
New York
$23.8M +$591K +1,903 +3%
CK
925
Cohen Klingenstein
New York
$23.8M – – –
35 36
37
38 39