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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1101
Horan Capital Advisors
Ohio
$4.42M +$135K +1,271 +3%
VAS
1102
Valicenti Advisory Services
New York
$4.42M +$1.08M +10,106 +29%
EGA
1103
E&G Advisors
Texas
$4.42M +$157K +1,475 +3%
GWM
1104
Geneos Wealth Management
Colorado
$4.42M +$107K +1,002 +2%
RWM
1105
Rench Wealth Management
Texas
$4.41M +$145K +1,364 +3%
FMWA
1106
Forvis Mazars Wealth Advisors
Missouri
$4.4M +$160K +1,500 +3%
MFAM
1107
Motley Fool Asset Management
Virginia
$4.39M +$90.5K +849 +2%
MUAMU
1108
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.39M -$533K -5,000 -10%
MMG
1109
Monetary Management Group
Missouri
$4.38M -$65K -610 -1%
SIA
1110
SeaBridge Investment Advisors
New Jersey
$4.38M -$180K -1,685 -4%
ACM
1111
Argyle Capital Management
Pennsylvania
$4.38M +$197K +1,850 +4%
DAS
1112
Dynamic Advisor Solutions
Arizona
$4.38M +$526K +4,939 +13%
AWM
1113
Altavista Wealth Management
North Carolina
$4.37M +$82.4K +773 +2%
HR
1114
Hayden Royal
North Carolina
$4.37M +$4.77M +44,781 New
BCM
1115
Bluefin Capital Management
New York
$4.37M +$2.1M +19,681 +79%
SFP
1116
Shepherd Financial Partners
Massachusetts
$4.37M +$243K +2,278 +5%
VWM
1117
Valley Wealth Managers
New Jersey
$4.35M +$1.19M +11,167 +33%
BFO
1118
Boston Family Office
Massachusetts
$4.34M +$47.4K +445 +1%
BFEC
1119
Benjamin F. Edwards & Company
Missouri
$4.34M +$529K +4,962 +13%
CSA
1120
Cottage Street Advisors
Massachusetts
$4.31M -$19.3K -181 -0.4%
GIP
1121
Granite Investment Partners
California
$4.3M +$310K +2,907 +7%
SACTSONJ
1122
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.29M – – –
ECM
1123
Elgethun Capital Management
South Dakota
$4.29M -$28K -263 -0.6%
MCM
1124
McMillion Capital Management
North Carolina
$4.29M +$61.5K +577 +1%
WPW
1125
Winthrop Partners - WNY
New York
$4.27M -$42.4K -398 -0.9%
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