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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
1076
Ashton Thomas Private Wealth
Arizona
$7.42M +$2.45M +16,612 +44%
AF
1077
Allworth Financial
California
$7.36M +$3.96M +26,854 +99%
MCP
1078
Mirador Capital Partners
California
$7.36M +$145K +985 +2%
WAS
1079
Wealth Advisory Solutions
Indiana
$7.36M +$7.97M +53,967 New
RCM
1080
Radnor Capital Management
Pennsylvania
$7.35M +$116K +785 +1%
NSAM
1081
North Star Asset Management
Wisconsin
$7.34M +$611K +4,139 +8%
SAM
1082
Sompo Asset Management
Japan
$7.34M -$378K -2,560 -5%
FAM
1083
Fred Alger Management
New York
$7.33M -$595K -4,032 -7%
MPM
1084
Meritage Portfolio Management
Kansas
$7.32M +$2.21M +14,982 +39%
RWM
1085
Rench Wealth Management
Texas
$7.28M -$212K -1,433 -3%
IMOV
1086
Investment Management of Virginia
Virginia
$7.26M +$212K +1,436 +3%
LSPW
1087
Lake Street Private Wealth
Illinois
$7.21M +$315K +2,136 +4%
CFA
1088
Capstone Financial Advisors
Illinois
$7.2M +$13.7K +93 +0.2%
BL
1089
BCWM LLC
Kansas
$7.16M +$110K +747 +1%
WCM
1090
Windward Capital Management
California
$7.15M -$15.2K -103 -0.2%
CA
1091
Cumberland Advisors
Florida
$7.15M -$5.9K -40 -0.1%
IIM
1092
Ipswich Investment Management
Massachusetts
$7.15M +$107K +722 +1%
WKWM
1093
Walter & Keenan Wealth Management
Indiana
$7.14M – – –
CI
1094
Cigna Investments
Connecticut
$7.11M -$2.21M -14,944 -22%
AWP
1095
Ascent Wealth Partners
New York
$7.08M +$290K +1,963 +4%
BIM
1096
Baldwin Investment Management
Pennsylvania
$7.08M +$99.5K +674 +1%
CM
1097
Churchill Management
California
$7.07M -$12.7M -86,079 -62%
BA
1098
Ballast Advisors
Minnesota
$7.07M +$361K +2,444 +5%
DWT
1099
Dorsey & Whitney Trust
South Dakota
$7.05M +$255K +1,727 +3%
ECM
1100
EagleClaw Capital Management
Massachusetts
$7.03M +$425K +2,879 +6%
42 43
44
45 46