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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ISB
901
Iowa State Bank
Iowa
$15.5M +$152K +778 +1%
CWM
902
Circle Wealth Management
New Jersey
$15.5M -$428K -2,189 -3%
ATPW
903
Ashton Thomas Private Wealth
Arizona
$15.5M +$91.1K +466 +0.6%
NSAM
904
North Star Asset Management
Wisconsin
$15.5M +$14.3K +73 +0.1%
SWM
905
Stockman Wealth Management
Montana
$15.5M -$302K -1,543 -2%
GI
906
GLOBALT Investments
Georgia
$15.4M -$198K -1,015 -1%
HVIA
907
Hudson Valley Investment Advisors
New York
$15.4M +$229K +1,172 +1%
CG
908
Caprock Group
Idaho
$15.4M +$7.44M +38,047 +100%
SFI
909
Siemens Fonds Invest
Germany
$15.3M -$15.1K -77 -0.1%
TCM
910
Telos Capital Management
California
$15.3M +$111K +569 +0.8%
IAN
911
Integrated Advisors Network
Texas
$15.2M -$632K -3,232 -4%
FTWA
912
Fifth Third Wealth Advisors
Ohio
$15.2M +$6.14M +31,397 +72%
S
913
SignatureFD
Georgia
$15.1M +$570K +2,916 +4%
AA
914
Altrafin AG
$15.1M +$163K +835 +1%
EFS
915
Essex Financial Services
Connecticut
$15M +$2.71M +13,849 +23%
AG
916
AIA Group
Hong Kong
$15M +$944K +4,830 +7%
SWIG
917
Strategic Wealth Investment Group
Kentucky
$15M +$14.2M +72,868 New
SF
918
Summit Financial
New Jersey
$15M +$6.84M +34,990 +90%
WANY
919
Wealthspire Advisors (New York)
New York
$14.9M +$4.37M +22,350 +43%
GH
920
GAM Holding
Switzerland
$14.9M +$968K +4,952 +7%
TMAM
921
Tokio Marine Asset Management
Japan
$14.9M +$510K +2,610 +4%
CT
922
Caldwell Trust
Florida
$14.8M +$129K +658 +0.9%
WAM
923
Winslow Asset Management
Ohio
$14.8M -$809K -4,136 -5%
STA
924
Summit Trail Advisors
New York
$14.7M +$5.75M +29,392 +68%
AIA
925
Allied Investment Advisors
Montana
$14.7M -$202K -1,032 -1%
35 36
37
38 39