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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1101
Nicolet Advisory Services
Wisconsin
$4.12M +$992K +8,169 +22%
WAM
1102
Wealthspire Advisors (Maryland)
Maryland
$4.11M -$373K -3,066 -6%
SVWAG
1103
Sound View Wealth Advisors Group
Georgia
$4.11M +$241K +1,981 +5%
AMM
1104
American Money Management
California
$4.1M +$276K +2,269 +5%
OIA
1105
OneDigital Investment Advisors
Kansas
$4.09M +$604K +4,968 +12%
UF
1106
Univest Financial
Pennsylvania
$4.09M -$1.2M -9,838 -18%
PAI
1107
Pittenger & Anderson Inc
Nebraska
$4.09M -$38.3K -315 -0.7%
MFG
1108
MidWestOne Financial Group
Iowa
$4.09M -$253K -2,084 -4%
TCM
1109
Tran Capital Management
California
$4.08M -$413K -3,401 -7%
SNT
1110
Security National Trust
West Virginia
$4.08M -$75.4K -621 -1%
UTC
1111
Unified Trust Company
Kentucky
$4.08M -$59K -486 -1%
SGA
1112
Strategic Global Advisors
California
$4.07M +$1.52M +12,503 +38%
IWA
1113
IBEX Wealth Advisors
New Jersey
$4.07M -$2.33M -19,138 -30%
WCM
1114
Wisconsin Capital Management
Wisconsin
$4.06M +$1.78M +14,635 +48%
EAM
1115
EULAV Asset Management
Florida
$4.05M +$1.46M +12,024 +36%
APSI
1116
Asset Planning Services Inc
Louisiana
$4.05M +$63.8K +525 +1%
PAS
1117
Park Avenue Securities
New York
$4.04M +$451K +3,714 +9%
ACM
1118
Argyle Capital Management
Pennsylvania
$4.04M +$66.8K +550 +1%
CCM
1119
Cadence Capital Management
Massachusetts
$4.04M +$718K +5,913 +15%
CIC
1120
Cornercap Investment Counsel
Georgia
$4.02M -$186K -1,528 -3%
VWA
1121
V Wealth Advisors
Kansas
$4.02M +$1.5M +12,315 +38%
RAM
1122
Redmond Asset Management
Virginia
$3.99M +$2.92K +24 +0.1%
CRCM
1123
Crystal Rock Capital Management
Illinois
$3.97M -$711K -5,850 -12%
IC
1124
Intersect Capital
California
$3.97M -$134K -1,105 -2%
HT
1125
HighTower Trust
Texas
$3.96M -$394K -3,242 -7%
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