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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1001
Nations Financial Group
Iowa
$15.3M +$396K +1,699 +3%
VAS
1002
Valicenti Advisory Services
New York
$15.2M -$876K -3,760 -6%
SB
1003
Simmons Bank
Arkansas
$15.2M -$436K -1,873 -3%
BWM
1004
Buckley Wealth Management
Nevada
$15.1M -$151K -647 -1%
FNA
1005
First National Advisers
Nebraska
$15.1M -$21.9K -94 -0.1%
AG
1006
Ascent Group
Virginia
$15.1M +$876K +3,761 +6%
FMWA
1007
Forvis Mazars Wealth Advisors
Missouri
$15.1M -$321K -1,380 -2%
KJHP
1008
K.J. Harrison & Partners
Ontario, Canada
$15M -$165K -710 -1%
SBF
1009
Sara-Bay Financial
Florida
$15M +$14.6M +62,764 New
SVWAG
1010
Sound View Wealth Advisors Group
Georgia
$15M -$259K -1,111 -2%
RC
1011
Roundview Capital
New Jersey
$15M +$289K +1,239 +2%
MGIA
1012
Moneta Group Investment Advisors
Missouri
$14.9M +$338K +1,450 +2%
SCM
1013
Schnieders Capital Management
California
$14.9M -$1.01M -4,332 -6%
CWG
1014
Cornerstone Wealth Group
North Carolina
$14.9M +$407K +1,748 +3%
SWP
1015
Sagespring Wealth Partners
Tennessee
$14.8M +$14.4M +61,943 New
AFG
1016
Atomi Financial Group
New York
$14.8M +$1.62M +6,975 +13%
SWA
1017
Stratos Wealth Advisors
Ohio
$14.8M -$559K -2,398 -4%
WIC
1018
WealthBridge Investment Counsel
Alberta, Canada
$14.8M -$81.5K -350 -0.6%
PI
1019
Pettee Investors
Connecticut
$14.8M -$10.2K -44 -0.1%
FM
1020
Foster & Motley
Ohio
$14.7M +$62K +266 +0.4%
CCM
1021
Carmel Capital Management
California
$14.7M -$48.9K -210 -0.3%
NSEDCP
1022
NJ State Employees Deferred Compensation Plan
New Jersey
$14.6M – – –
CAM
1023
Cypress Asset Management
Texas
$14.6M -$320K -1,374 -2%
MIS
1024
Morningstar Investment Services
Illinois
$14.6M -$120M -514,573 -89%
FCP
1025
Fidelis Capital Partners
Florida
$14.6M +$2.92M +12,547 +30%
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