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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1026
Systematic Financial Management
New Jersey
$5.28M -$5.24M -49,219 -48%
IIM
1027
Ipswich Investment Management
Massachusetts
$5.28M +$269K +2,524 +5%
WF
1028
WoodTrust Financial
Wisconsin
$5.27M -$47.1K -442 -0.8%
MC
1029
Miramar Capital
Illinois
$5.27M +$5.47M +51,334 New
AWM
1030
Avitas Wealth Management
California
$5.25M +$30.8K +289 +0.5%
FDCC
1031
Foster Dykema Cabot & Co
Massachusetts
$5.25M +$57K +535 +1%
LWCFA
1032
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.24M -$533K -5,004 -9%
ECM
1033
Exchange Capital Management
Michigan
$5.24M -$78.4K -736 -1%
PP
1034
Pegasus Partners
Wisconsin
$5.23M -$533K -4,999 -9%
CB
1035
Community Bank
New York
$5.19M +$2.77K +26 +0%
SFS
1036
Sowell Financial Services
Arkansas
$5.18M +$245K +2,298 +5%
FB
1037
Fulton Bank
Pennsylvania
$5.15M -$156K -1,461 -3%
CFA
1038
Capstone Financial Advisors
Illinois
$5.15M -$518K -4,864 -8%
AI
1039
Atria Investments
North Carolina
$5.14M +$174K +1,631 +3%
CWM
1040
Circle Wealth Management
New Jersey
$5.13M +$93.3K +876 +2%
TW
1041
Transform Wealth
Colorado
$5.12M -$1.63M -15,255 -23%
BAAM
1042
Baker Avenue Asset Management
California
$5.12M -$432K -4,054 -7%
CIC
1043
Cornercap Investment Counsel
Georgia
$5.11M -$54.8K -514 -1%
WAS
1044
WESPAC Advisors SoCal
California
$5.1M +$95.8K +899 +2%
LM
1045
Lincluden Management
Ontario, Canada
$5.09M -$3.47M -32,614 -38%
EAM
1046
EULAV Asset Management
Florida
$5.08M -$1.07M -10,000 -16%
BCA
1047
Bray Capital Advisors
Florida
$5.07M -$2.13K -20 -0%
CSM
1048
CAMG Solamere Management
North Carolina
$5.07M +$371K +3,480 +7%
SS
1049
Simplicity Solutions
Minnesota
$5.06M +$3.85M +36,152 +230%
DSC
1050
Duncker Streett & Co
Missouri
$5.06M -$150K -1,405 -3%
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