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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1051
Geneos Wealth Management
Colorado
$13.9M -$171K -736 -1%
DAC
1052
Dividend Assets Capital
South Carolina
$13.9M +$63.6K +273 +0.5%
JWCA
1053
J.W. Cole Advisors
Florida
$13.8M +$508K +2,180 +4%
OL
1054
one8zero8 LLC
North Carolina
$13.8M +$13.4M +57,739 New
AC
1055
Addenda Capital
Quebec, Canada
$13.8M +$1.15M +4,953 +9%
PAIM
1056
Punch & Associates Investment Management
Minnesota
$13.8M -$177K -760 -1%
CJL
1057
Cyrus J. Lawrence
New York
$13.7M -$26.1K -112 -0.2%
MWA
1058
Meridian Wealth Advisors
Texas
$13.7M -$91.3K -392 -0.7%
KFGK
1059
Keystone Financial Group (Kentucky)
Kentucky
$13.7M +$7.15M +30,699 +139%
LA
1060
Lynch & Associates
Indiana
$13.7M -$162K -696 -1%
VM
1061
Venator Management
Pennsylvania
$13.7M -$47.7K -205 -0.4%
SA
1062
SRH Advisors
Kansas
$13.7M -$4.66K -20 -0%
PA
1063
Perennial Advisors
New York
$13.7M +$13.3M +57,169 New
IWM
1064
IHT Wealth Management
Illinois
$13.7M -$2.51M -10,794 -16%
MCM
1065
Mengis Capital Management
Oregon
$13.7M -$83.6K -359 -0.6%
III
1066
Independent Investors Inc
New York
$13.6M – – –
SWC
1067
Spectrum Wealth Counsel
Indiana
$13.6M -$63.4K -272 -0.5%
CCMINC
1068
Cardinal Capital Management Inc (North Carolina)
North Carolina
$13.6M -$219K -941 -2%
QIM
1069
Quest Investment Management
Oregon
$13.5M -$827K -3,550 -6%
FRA
1070
Frank Rimerman Advisors
California
$13.5M +$148K +636 +1%
NLP
1071
Next Level Private
New York
$13.5M -$2.1K -9 -0%
CBOR
1072
Community Bank of Raymore
Missouri
$13.5M -$999K -4,287 -7%
NM
1073
NWI Management
New York
$13.4M -$466K -2,000 -3%
ECM
1074
EagleClaw Capital Management
Massachusetts
$13.4M +$440K +1,891 +3%
CB
1075
Cadence Bank
Mississippi
$13.4M -$143K -612 -1%
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