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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1076
Capstone Financial Advisors
Illinois
$8.35M +$138K +841 +2%
DSC
1077
Duncker Streett & Co
Missouri
$8.35M +$77.2K +470 +0.9%
EFS
1078
Essex Financial Services
Connecticut
$8.33M +$38.8K +236 +0.5%
BWP
1079
Baldwin Wealth Partners
Massachusetts
$8.33M +$248K +1,510 +3%
WCM
1080
Windward Capital Management
California
$8.32M +$5.25K +32 +0.1%
CA
1081
Cumberland Advisors
Florida
$8.31M +$436K +2,655 +5%
HIA
1082
Harbor Investment Advisory
Maryland
$8.31M -$21K -128 -0.2%
EF
1083
Empirical Finance
Pennsylvania
$8.3M +$2.2M +13,406 +34%
WKWM
1084
Walter & Keenan Wealth Management
Indiana
$8.29M -$377K -2,298 -4%
CP
1085
Corbenic Partners
Pennsylvania
$8.23M +$818K +4,982 +11%
HAI
1086
Hennessy Advisors Inc
California
$8.22M -$2.18M -13,300 -20%
IMOV
1087
Investment Management of Virginia
Virginia
$8.21M -$134K -815 -2%
PG
1088
Pendal Group
Australia
$8.21M -$7.25M -44,136 -46%
NGA
1089
Naples Global Advisors
Florida
$8.2M +$128K +782 +2%
BL
1090
BCWM LLC
Kansas
$8.2M +$36.1K +220 +0.4%
AT
1091
American Trust
Kentucky
$8.2M +$8.5M +51,774 New
PGIM
1092
Pacific Global Investment Management
California
$8.19M -$11.7K -71 -0.1%
IIM
1093
Ipswich Investment Management
Massachusetts
$8.19M -$42.4K -258 -0.5%
SLI
1094
Sumitomo Life Insurance
Japan
$8.17M -$244K -1,487 -3%
SC
1095
Schulhoff & Co
Ohio
$8.15M -$193K -1,173 -2%
BIM
1096
Baldwin Investment Management
Pennsylvania
$8.12M -$188K -1,145 -2%
LWCFA
1097
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.12M +$514K +3,131 +7%
NIP
1098
Nicholas Investment Partners
California
$8.08M +$3.45M +21,000 +70%
FF
1099
Fluent Financial
Texas
$8.07M +$6.71M +40,864 +405%
LSPW
1100
Lake Street Private Wealth
Illinois
$8.03M +$1.05M +6,378 +14%
42 43
44
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