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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1026
Bison Wealth
Georgia
$10.2M +$60K +396 +0.7%
SC
1027
Stolper & Co
Oklahoma
$10.2M +$3.64K +24 +0%
LA
1028
Lynch & Associates
Indiana
$10.2M -$120K -790 -1%
NM
1029
NWI Management
New York
$10.2M – – –
AIM
1030
Access Investment Management
Georgia
$10.2M +$9.09M +60,000 New
PA
1031
Perennial Advisors
New York
$10.2M +$74.3K +490 +0.8%
RFM
1032
Royal Fund Management
Florida
$10.2M +$56.5K +373 +0.6%
BL
1033
BCWM LLC
Kansas
$10.1M -$136K -900 -1%
EFS
1034
Essex Financial Services
Connecticut
$10.1M -$467K -3,081 -5%
RWA
1035
River Wealth Advisors
Pennsylvania
$10.1M +$300K +1,982 +3%
XF
1036
XML Financial
Maryland
$10.1M -$169K -1,115 -2%
FM
1037
Freemont Management
Switzerland
$10.1M – – –
BFS
1038
Bard Financial Services
Connecticut
$10M +$47K +310 +0.5%
CNB
1039
Camden National Bank
Maine
$10M -$128K -844 -1%
RCM
1040
Radnor Capital Management
Pennsylvania
$10M -$3.33K -22 -0%
BOH
1041
Bank of Hawaii
Hawaii
$10M -$374K -2,468 -4%
PVI
1042
Pine Valley Investments
New Jersey
$10M +$1.34M +8,820 +18%
RDWM
1043
Red Door Wealth Management
Tennessee
$9.93M +$286K +1,886 +3%
SP
1044
Symmetry Partners
Connecticut
$9.93M -$1.44M -9,492 -14%
BIM
1045
Bridgecreek Investment Management
Oklahoma
$9.93M -$489K -3,225 -5%
FWTB
1046
First Western Trust Bank
Colorado
$9.92M +$242K +1,599 +3%
CC
1047
Constitution Capital
Connecticut
$9.91M -$655K -4,322 -7%
PT
1048
Plimoth Trust
Massachusetts
$9.89M -$177K -1,167 -2%
APP
1049
Avantax Planning Partners
Iowa
$9.88M +$1.7M +11,214 +24%
GA
1050
GFS Advisors
Texas
$9.86M -$1.52M -10,000 -15%
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