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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
Mission Wealth Management
California
$21.7M -$886K -2,861 -4%
HCM
977
Hollencrest Capital Management
California
$21.7M -$701K -2,263 -3%
IWM
978
IHT Wealth Management
Illinois
$21.7M +$128K +415 +0.6%
FTC
979
Farmers Trust Company
Ohio
$21.6M -$145K -467 -0.7%
ANTB
980
AMG National Trust Bank
Colorado
$21.6M +$371K +1,199 +2%
BOC
981
Barbara Oil Co
Illinois
$21.6M – – –
OCM
982
One Capital Management
California
$21.5M +$77.4K +250 +0.4%
TCWA
983
Turtle Creek Wealth Advisors
Texas
$21.5M +$1.24M +4,019 +6%
FMWA
984
Forvis Mazars Wealth Advisors
Missouri
$21.4M +$217K +702 +1%
GIM
985
Goelzer Investment Management
Indiana
$21.3M +$302K +976 +1%
CT
986
Caldwell Trust
Florida
$21.3M -$496K -1,603 -2%
GAM
987
Griffin Asset Management
New York
$21.2M -$85.1K -275 -0.4%
PF
988
Phoenix Financial
Israel
$21.2M +$3.38M +10,926 +17%
SVWAG
989
Sound View Wealth Advisors Group
Georgia
$21M +$346K +1,118 +2%
MIA
990
MainStreet Investment Advisors
Illinois
$20.9M -$1.89M -6,120 -9%
TCM
991
Telos Capital Management
California
$20.9M -$487K -1,573 -2%
BWP
992
Burling Wealth Partners
Illinois
$20.8M +$810K +2,616 +4%
ST
993
Spinnaker Trust
Maine
$20.8M +$733K +2,369 +4%
1SB
994
1ST Source Bank
Indiana
$20.8M -$431K -1,391 -2%
PGAM
995
Princeton Global Asset Management
New Jersey
$20.8M +$119K +384 +0.6%
EFS
996
Essex Financial Services
Connecticut
$20.8M +$105K +340 +0.5%
GIP
997
Granite Investment Partners
California
$20.8M -$269K -868 -1%
MB
998
MidFirst Bank
Oklahoma
$20.7M +$20.3M +65,722 New
IA
999
Intellus Advisors
Florida
$20.7M -$327K -1,056 -2%
PWW
1000
Pettyjohn Wood & White
Virginia
$20.6M -$90.1K -291 -0.5%
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40
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