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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1126
Apriem Advisors
California
$12.3M -$31K -133 -0.3%
RWM
1127
Rench Wealth Management
Texas
$12.2M -$48.2K -207 -0.4%
AC
1128
AlphaCore Capital
California
$12.2M -$302K -1,298 -2%
FC
1129
Fulcrum Capital
Washington
$12.1M -$62.7K -269 -0.5%
CCT
1130
Chemung Canal Trust
New York
$12.1M -$1.13M -4,857 -9%
WPP
1131
Whalerock Point Partners
Rhode Island
$12.1M +$105K +451 +0.9%
CBTWT
1132
Community Bank & Trust (Waco, Texas)
Texas
$12.1M +$195K +837 +2%
MASUI
1133
MIRAE ASSET SECURITIES (USA) INC.
New York
$12M -$16.3K -70 -0.1%
AWP
1134
Ascent Wealth Partners
New York
$12M -$215K -925 -2%
CF
1135
Centaurus Financial
California
$12M +$1.89M +8,107 +19%
AIM
1136
Access Investment Management
Georgia
$12M – – –
MSS
1137
Mitchell Sinkler & Starr
Pennsylvania
$11.9M -$222K -954 -2%
MWM
1138
Marietta Wealth Management
Georgia
$11.9M -$123K -530 -1%
TIM
1139
Thompson Investment Management
Wisconsin
$11.9M -$888K -3,814 -7%
PWS
1140
Peterson Wealth Services
Utah
$11.9M +$1.04M +4,469 +10%
ANBT
1141
American National Bank & Trust
Texas
$11.9M +$260K +1,117 +2%
TWM
1142
Trueblood Wealth Management
Ohio
$11.9M -$898K -3,854 -7%
JIC
1143
Joel Isaacson & Co
New York
$11.9M +$453K +1,945 +4%
CIC
1144
Cutler Investment Counsel
Oregon
$11.9M -$272K -1,169 -2%
SFO
1145
Stokes Family Office
Louisiana
$11.8M +$448K +1,923 +4%
EWM
1146
Executive Wealth Management
Michigan
$11.8M -$1.26M -5,411 -10%
TW
1147
Trajan Wealth
Arizona
$11.8M -$27.9K -120 -0.2%
CRI
1148
Commonwealth Retirement Investments
Virginia
$11.8M -$37K -159 -0.3%
ACM
1149
Adalta Capital Management
New York
$11.8M +$32.6K +140 +0.3%
HB
1150
HTLF Bank
Colorado
$11.7M -$415K -1,780 -4%
44 45
46
47 48