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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1076
Icon Advisers
Colorado
$3.74M -$2.82M -37,000 -46%
SGA
1077
Strategic Global Advisors
California
$3.73M +$967K +12,676 +41%
ANRIA
1078
American National Registered Investment Advisor
Texas
$3.73M – – –
PWS
1079
Peloton Wealth Strategists
Indiana
$3.72M +$15.3K +200 +0.5%
HA
1080
Halsey Associates
Connecticut
$3.72M -$38.5K -505 -1%
PMG
1081
ProVise Management Group
Florida
$3.71M +$2.67K +35 +0.1%
IMOV
1082
Investment Management of Virginia
Virginia
$3.69M -$189K -2,485 -5%
RWA
1083
River Wealth Advisors
Pennsylvania
$3.69M +$52.6K +690 +2%
ITIM
1084
Indiana Trust & Investment Management
Indiana
$3.69M -$36.6K -480 -1%
NIS
1085
National Investment Services
Wisconsin
$3.69M -$40K -525 -1%
KIG
1086
Kessler Investment Group
Indiana
$3.68M +$134K +1,760 +4%
BSWMG
1087
Barrington Strategic Wealth Management Group
Illinois
$3.67M +$382K +5,010 +13%
MCM
1088
McMillion Capital Management
North Carolina
$3.67M -$17.4K -228 -0.5%
HAM
1089
Highstreet Asset Management
Ontario, Canada
$3.63M -$1.74M -22,844 -35%
MNBTD
1090
Moody National Bank Trust Division
Texas
$3.62M – – –
AB
1091
AT Bancorp
Iowa
$3.62M -$161K -2,117 -5%
AUB
1092
Atlantic Union Bankshares
Virginia
$3.62M -$34.1K -447 -1%
MC
1093
Martin & Co
Tennessee
$3.61M -$71.7K -940 -2%
BCM
1094
Blume Capital Management
California
$3.61M -$72.3K -948 -2%
1GA
1095
1st Global Advisors
Texas
$3.59M +$153K +2,006 +5%
FO
1096
FT Options
Illinois
$3.58M +$3.16M +41,500 New
PCA
1097
Private Capital Advisors
Connecticut
$3.58M -$3.81K -50 -0.1%
PCP
1098
Proficio Capital Partners
Massachusetts
$3.58M +$3.05M +40,057 +2,813%
DSC
1099
Duncker Streett & Co
Missouri
$3.57M +$65.2K +855 +2%
NEPWA
1100
New England Private Wealth Advisors
Massachusetts
$3.56M +$25.5K +335 +0.8%
42 43
44
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