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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAAA
1026
New Age Alpha Advisors
New York
$19.7M -$995K -3,203 -5%
TCBWMS
1027
Texas Capital Bank Wealth Management Services
Texas
$19.7M +$43.2K +139 +0.2%
TCM
1028
Traynor Capital Management
Pennsylvania
$19.7M +$25.8K +83 +0.1%
BWM
1029
Buckley Wealth Management
Nevada
$19.6M -$32K -103 -0.2%
KWA
1030
Kingswood Wealth Advisors
California
$19.6M -$117K -377 -0.6%
ZIG
1031
Zuckerman Investment Group
Illinois
$19.6M -$111K -356 -0.6%
MCM
1032
Mitchell Capital Management
Kansas
$19.6M -$424K -1,364 -2%
FNB
1033
Farmers National Bank
Kentucky
$19.5M -$1.7M -5,463 -8%
SAM
1034
Smartleaf Asset Management
Massachusetts
$19.5M – – –
BWS
1035
Buck Wealth Strategies
Colorado
$19.4M +$1.05M +3,389 +6%
SIC
1036
SFE Investment Counsel
California
$19.4M -$99.7K -321 -0.5%
SBF
1037
Sara-Bay Financial
Florida
$19.4M -$57.8K -186 -0.3%
WAM
1038
Winslow Asset Management
Ohio
$19.3M -$348K -1,119 -2%
FBB
1039
Fulton Breakefield Broenniman
Maryland
$19.3M +$18K +58 +0.1%
AAM
1040
AR Asset Management
California
$19.2M – – –
SCM
1041
Schnieders Capital Management
California
$19.2M +$418K +1,345 +2%
CAM
1042
Cypress Asset Management
Texas
$19.2M +$124K +399 +0.7%
OPW
1043
Osprey Private Wealth
New York
$19.2M +$230K +742 +1%
CCMINC
1044
Cardinal Capital Management Inc (North Carolina)
North Carolina
$19.1M -$114K -366 -0.6%
AFCM
1045
Applied Finance Capital Management
Puerto Rico
$19M -$3.22M -10,355 -15%
NLP
1046
Next Level Private
New York
$19M +$106K +342 +0.6%
GGS
1047
Galvin Gaustad & Stein
Arizona
$19M -$3.18M -10,239 -15%
LCM
1048
LVM Capital Management
Michigan
$19M +$24.8K +80 +0.1%
BPAMU
1049
BTG Pactual Asset Management US
New York
$18.9M +$1.92M +6,176 +12%
HIA
1050
Harbor Investment Advisory
Maryland
$18.9M +$592K +1,905 +3%
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