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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RM
951
Resource Management
Louisiana
$6.86M -$733K -6,646 -10%
WCM
952
Whitener Capital Management
North Carolina
$6.85M +$80K +726 +1%
PWW
953
Pettyjohn Wood & White
Virginia
$6.83M +$128K +1,161 +2%
WWM
954
Willingdon Wealth Management
North Carolina
$6.83M +$80.7K +732 +1%
AAS
955
Avantax Advisory Services
Texas
$6.82M +$917K +8,318 +16%
OAMG
956
Odey Asset Management Group
United Kingdom
$6.82M +$4.59M +41,600 +214%
OAM
957
Origin Asset Management
United Kingdom
$6.79M -$11.9M -108,318 -64%
SIC
958
Sigma Investment Counselors
Michigan
$6.78M -$67.5K -612 -1%
PT
959
Plimoth Trust
Massachusetts
$6.77M -$138K -1,255 -2%
VCA
960
Verdence Capital Advisors
Maryland
$6.76M -$1.19M -10,777 -15%
RP
961
Rice Partnership
Hawaii
$6.75M +$133K +1,203 +2%
RIM
962
Rampart Investment Management
Connecticut
$6.71M +$1.13M +10,232 +21%
CC
963
Chicago Capital
Illinois
$6.7M +$53.9K +489 +0.8%
HBT
964
Hills Bank & Trust
Iowa
$6.7M +$14.9K +135 +0.2%
LWM
965
Lyell Wealth Management
California
$6.7M +$129K +1,173 +2%
WTFG
966
Wells Trecaso Financial Group
Ohio
$6.68M -$30.5K -277 -0.5%
SGCA
967
Steel Grove Capital Advisors
Tennessee
$6.65M -$218K -1,978 -3%
PWA
968
Providence Wealth Advisors
Illinois
$6.64M -$73.8K -669 -1%
GFA
969
Gifford Fong Associates
California
$6.57M -$2.76M -25,000 -30%
CCM
970
Crossvault Capital Management
Texas
$6.54M -$66K -599 -1%
BFO
971
Boston Family Office
Massachusetts
$6.52M +$1.48M +13,450 +30%
WAS
972
WESPAC Advisors SoCal
California
$6.48M +$593K +5,380 +10%
TW
973
Transform Wealth
Colorado
$6.47M -$983K -8,912 -13%
JWM
974
Jupiter Wealth Management
Colorado
$6.46M -$5.62K -51 -0.1%
UFG
975
United Fire Group
Iowa
$6.46M – – –
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