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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
951
Meeder Advisory Services
Ohio
$17.2M +$728K +2,855 +4%
UAS
952
United Asset Strategies
New York
$17.1M -$2.81M -11,003 -14%
HVIA
953
Hudson Valley Investment Advisors
New York
$17.1M -$749K -2,938 -4%
1SB
954
1ST Source Bank
Indiana
$17.1M -$417K -1,636 -2%
HT
955
Heritage Trust
Oklahoma
$17M -$904K -3,547 -5%
WSCM
956
Wellington Shields Capital Management
New York
$17M +$581K +2,278 +3%
CT
957
Caldwell Trust
Florida
$17M -$595K -2,334 -3%
CCFCSB
958
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M – – –
CCG
959
Cypress Capital Group
Florida
$16.9M -$174K -683 -1%
TCA
960
Transcend Capital Advisors
New Jersey
$16.8M -$299K -1,173 -2%
PI
961
PFG Investments
New York
$16.8M -$369K -1,446 -2%
VWM
962
Venturi Wealth Management
Texas
$16.8M +$12.8M +50,398 +281%
PF
963
Phoenix Financial
Israel
$16.7M -$5.3M -20,783 -23%
ISB
964
Iowa State Bank
Iowa
$16.6M -$1.3M -5,094 -7%
SW
965
SteelPeak Wealth
California
$16.6M +$3.53M +13,832 +26%
CCM
966
Copeland Capital Management
Pennsylvania
$16.5M -$343K -1,347 -2%
GIP
967
Granite Investment Partners
California
$16.5M +$5.91M +23,175 +52%
DCA
968
DSG Capital Advisors
Minnesota
$16.5M +$96.9K +380 +0.6%
LPT
969
Legacy Private Trust
Wisconsin
$16.5M -$1.28M -5,024 -7%
BOC
970
Barbara Oil Co
Illinois
$16.4M -$127K -500 -0.7%
SCM
971
Sterling Capital Management
North Carolina
$16.4M -$1.6M -6,274 -9%
SWP
972
Sagespring Wealth Partners
Tennessee
$16.4M +$1.27M +4,968 +8%
ANTB
973
AMG National Trust Bank
Colorado
$16.4M +$3.55M +13,911 +26%
GG
974
Greenwood Gearhart
Arkansas
$16.4M -$364K -1,426 -2%
JAM
975
JCIC Asset Management
Ontario, Canada
$16.3M -$123K -481 -0.7%
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