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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1176
Beacon Financial Group
Texas
$6.61M – – –
SFA
1177
Source Financial Advisors
New York
$6.59M -$498K -3,459 -7%
NAM
1178
NorthCoast Asset Management
Connecticut
$6.57M -$243K -1,690 -4%
SAM
1179
Smithbridge Asset Management
Pennsylvania
$6.55M +$153K +1,060 +3%
CIG
1180
Consolidated Investment Group
Colorado
$6.54M – – –
ACM
1181
Alpha Capital Management
Texas
$6.54M +$35.2K +245 +0.6%
BDWM
1182
Brewin Dolphin Wealth Management
Ireland
$6.54M +$34.8K +242 +0.6%
BAM
1183
Brave Asset Management
New Jersey
$6.54M -$1.94M -13,513 -24%
FFA
1184
Fragasso Financial Advisors
Pennsylvania
$6.52M +$91.6K +637 +2%
SFG
1185
SevenBridge Financial Group
Pennsylvania
$6.52M -$29.5K -205 -0.5%
IWC
1186
Integrated Wealth Concepts
Massachusetts
$6.51M +$428K +2,974 +7%
PWS
1187
Peloton Wealth Strategists
Indiana
$6.51M +$10.1K +70 +0.2%
PI
1188
PEAK6 Investments
Illinois
$6.5M -$9.15M -63,603 -60%
BA
1189
Bristlecone Advisors
Washington
$6.5M +$24.5K +170 +0.4%
HCM
1190
Howland Capital Management
Massachusetts
$6.47M +$355K +2,471 +6%
BWAM
1191
Boyd Watterson Asset Management
Ohio
$6.47M -$6.47K -45 -0.1%
AF
1192
Advisornet Financial
Minnesota
$6.47M +$811K +5,637 +15%
HWAM
1193
Hennion & Walsh Asset Management
New Jersey
$6.46M +$6.11M +42,442 New
WPIC
1194
White Pine Investment Company
Michigan
$6.45M -$61.1K -425 -1%
UTC
1195
Unified Trust Company
Kentucky
$6.45M +$160K +1,114 +3%
FMWA
1196
Forvis Mazars Wealth Advisors
Missouri
$6.45M -$2.13M -14,834 -26%
AC
1197
Abbrea Capital
California
$6.44M +$171K +1,190 +3%
MIAN
1198
Mariner Independent Advisor Network
Kansas
$6.44M +$1.39M +9,649 +30%
VST
1199
Van Strum & Towne
California
$6.44M +$46.8K +325 +0.8%
CBTWT
1200
Community Bank & Trust (Waco, Texas)
Texas
$6.41M +$86.8K +603 +1%
46 47
48
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