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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
926
Everence Capital Management
Indiana
$22.6M – – –
GWM
927
Geneos Wealth Management
Colorado
$22.6M -$3.45M -11,609 -14%
VW
928
Vantage Wealth
California
$22.6M -$216K -725 -1%
AAM
929
Advisors Asset Management
Colorado
$22.5M +$589K +1,980 +3%
SWM
930
Stockman Wealth Management
Montana
$22.5M -$307K -1,031 -1%
AFG
931
Atomi Financial Group
New York
$22.4M +$1.4M +4,720 +7%
MIA
932
MainStreet Investment Advisors
Illinois
$22.3M -$2.08M -7,005 -9%
CB
933
Community Bank
New York
$22.3M -$464K -1,559 -2%
RCYC
934
Richard C. Young & Co
Rhode Island
$22.2M -$312K -1,048 -1%
DCA
935
DSG Capital Advisors
Minnesota
$22.2M +$493K +1,658 +2%
MWM
936
Mission Wealth Management
California
$22.1M -$5.72M -19,230 -21%
AIA
937
Allied Investment Advisors
Montana
$22.1M +$237K +796 +1%
GI
938
GLOBALT Investments
Georgia
$22.1M -$270K -907 -1%
CDDEC
939
Caisse Des Depots Et Consignations
France
$22.1M -$165K -555 -0.8%
WSCM
940
Wellington Shields Capital Management
New York
$22.1M +$498K +1,674 +2%
TF
941
Tompkins Financial
New York
$22M -$774K -2,601 -4%
HCM
942
Hollencrest Capital Management
California
$22M +$1.97M +6,630 +11%
NC
943
NewSquare Capital
Pennsylvania
$21.8M -$6.05M -20,338 -23%
VWM
944
Venturi Wealth Management
Texas
$21.8M +$451K +1,518 +2%
NGA
945
Naples Global Advisors
Florida
$21.7M +$586K +1,970 +3%
SFS
946
Sowell Financial Services
Arkansas
$21.7M -$1.66M -5,594 -8%
GG
947
Greenwood Gearhart
Arkansas
$21.6M +$145K +486 +0.7%
LWCFA
948
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.6M -$674K -2,266 -3%
WC
949
Woodstock Corp
Massachusetts
$21.5M -$183K -616 -0.9%
LWIC
950
Leith Wheeler Investment Counsel
British Columbia, Canada
$21.5M -$708K -2,381 -3%
36 37
38
39 40