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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1051
Nations Financial Group
Iowa
$14.4M -$1.26M -4,941 -8%
NAAA
1052
New Age Alpha Advisors
New York
$14.4M -$11.7M -45,789 -44%
CC
1053
Chicago Capital
Illinois
$14.4M +$730K +2,862 +5%
AC
1054
AlphaCore Capital
California
$14.4M +$1.99M +7,813 +15%
WPI
1055
Walter Public Investments
Canada
$14.3M +$14.9M +58,324 New
HBT
1056
Hills Bank & Trust
Iowa
$14.3M -$129K -507 -0.9%
LWANC
1057
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.2M -$396K -1,555 -3%
SC
1058
Stolper & Co
Oklahoma
$14.2M -$262K -1,027 -2%
PIM
1059
Plato Investment Management
Australia
$14.2M -$368K -1,444 -2%
FM
1060
Foster & Motley
Ohio
$14.2M -$966K -3,788 -6%
EAMA
1061
EFG Asset Management (Americas)
Florida
$14.2M -$273K -1,071 -2%
AC
1062
Addenda Capital
Quebec, Canada
$14.2M +$49.5K +194 +0.3%
FCP
1063
Fidelis Capital Partners
Florida
$14.1M +$856K +3,356 +6%
MCP
1064
Mirador Capital Partners
California
$14.1M +$705K +2,766 +5%
DAC
1065
Dividend Assets Capital
South Carolina
$14.1M -$89.7K -352 -0.6%
PAIM
1066
Punch & Associates Investment Management
Minnesota
$14M -$33.4K -131 -0.2%
SA
1067
SRH Advisors
Kansas
$14M – – –
MWA
1068
Meridian Wealth Advisors
Texas
$14M -$34.2K -134 -0.2%
III
1069
Independent Investors Inc
New York
$14M – – –
SWC
1070
Spectrum Wealth Counsel
Indiana
$13.9M -$14.8K -58 -0.1%
VAS
1071
Valicenti Advisory Services
New York
$13.9M -$1.66M -6,515 -10%
VM
1072
Venator Management
Pennsylvania
$13.9M -$172K -675 -1%
RBA
1073
Richard Bernstein Advisors
New York
$13.9M +$7.53M +29,529 +109%
MCM
1074
Mengis Capital Management
Oregon
$13.8M -$179K -704 -1%
NLP
1075
Next Level Private
New York
$13.8M +$22.9K +90 +0.2%
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