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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1126
One Capital Management
California
$7.64M -$71.6K -457 -1%
ACP
1127
Aviance Capital Partners
Florida
$7.62M +$152K +971 +2%
AWM
1128
Altavista Wealth Management
North Carolina
$7.56M -$343K -2,187 -5%
OAMG
1129
Odey Asset Management Group
United Kingdom
$7.56M +$3.44M +21,942 +91%
WP
1130
WealthPLAN Partners
Nebraska
$7.53M -$221K -1,407 -3%
FTDI
1131
First Trust Direct Indexing
Massachusetts
$7.53M +$457K +2,918 +7%
RC
1132
RBF Capital
California
$7.53M – – –
MCP
1133
Martin Capital Partners
Oregon
$7.52M -$24.1K -154 -0.3%
VWM
1134
Valley Wealth Managers
New Jersey
$7.52M -$110K -703 -2%
KOCAA
1135
Knights of Columbus Asset Advisors
Connecticut
$7.51M +$65.5K +418 +0.9%
MAFM
1136
Mid Atlantic Financial Management
Pennsylvania
$7.51M +$466K +2,974 +7%
HEIP
1137
Hudson Edge Investment Partners
New Jersey
$7.5M +$40.6K +259 +0.6%
APSI
1138
Asset Planning Services Inc
Louisiana
$7.49M – – –
AWM
1139
Apollon Wealth Management
South Carolina
$7.48M +$2.38M +15,204 +50%
XF
1140
XML Financial
Maryland
$7.46M +$4.61M +29,395 +182%
FNB
1141
Farmers National Bank
Kentucky
$7.45M +$9.19M +58,621 New
DWT
1142
Dorsey & Whitney Trust
South Dakota
$7.44M -$52.2K -333 -0.7%
ERWM
1143
Elk River Wealth Management
Colorado
$7.43M -$32.6K -208 -0.5%
UTC
1144
Unified Trust Company
Kentucky
$7.4M +$24.9K +159 +0.4%
FMWA
1145
Forvis Mazars Wealth Advisors
Missouri
$7.4M +$809K +5,163 +13%
PAI
1146
Pittenger & Anderson Inc
Nebraska
$7.39M +$96.4K +615 +1%
BB
1147
Berkshire Bank
Massachusetts
$7.38M -$2.82K -18 -0%
FMTC
1148
Farmers & Merchants Trust Company
California
$7.38M +$92.5K +590 +1%
SWA
1149
Stratos Wealth Advisors
Ohio
$7.33M +$818K +5,215 +13%
OIA
1150
OneDigital Investment Advisors
Kansas
$7.32M +$304K +1,938 +5%
44 45
46
47 48