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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1226
Bristlecone Advisors
Washington
$3.85M +$108K +1,138 +3%
MC
1227
MRJ Capital
New York
$3.83M – – –
ACM
1228
Alpha Capital Management
Texas
$3.83M +$359K +3,788 +10%
UBPAM
1229
Union Bancaire Privee Asset Management
New York
$3.81M +$1.2M +12,687 +46%
EM
1230
Excalibur Management
Massachusetts
$3.8M +$249K +2,621 +7%
CAS
1231
Cascadia Advisory Services
Oregon
$3.79M +$3.83M +40,350 New
ST
1232
Somerset Trust
Pennsylvania
$3.79M +$184K +1,942 +5%
BIMC
1233
Benson Investment Management Company
Virginia
$3.79M +$887K +9,345 +30%
PAI
1234
Pittenger & Anderson Inc
Nebraska
$3.78M -$501K -5,280 -12%
MWM
1235
Marietta Wealth Management
Georgia
$3.77M +$303K +3,197 +9%
BO
1236
BRR OpCo
Ohio
$3.77M -$999K -10,533 -21%
PRS
1237
Pinkerton Retirement Specialists
Idaho
$3.76M +$2.17M +22,820 +133%
VST
1238
Van Strum & Towne
California
$3.76M +$5.69K +60 +0.2%
PWS
1239
Peloton Wealth Strategists
Indiana
$3.75M +$517K +5,450 +16%
BZWA
1240
Blue Zone Wealth Advisors
California
$3.75M +$3.39M +35,760 +878%
FSA
1241
Fort Sheridan Advisors
Illinois
$3.75M +$36K +379 +1%
WC
1242
Weil Company
California
$3.74M +$541K +5,700 +17%
WIC
1243
Woodmont Investment Counsel
Tennessee
$3.73M +$73.9K +779 +2%
OCM
1244
One Capital Management
California
$3.73M +$266K +2,804 +8%
FNT
1245
First Nebraska Trust
Nebraska
$3.72M +$860K +9,061 +30%
PJSIMP
1246
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.71M -$52.7K -555 -1%
CIP
1247
Convergence Investment Partners
Florida
$3.69M +$328K +3,454 +10%
BEAM
1248
Baker Ellis Asset Management
Washington
$3.69M +$49.8K +525 +1%
DIP
1249
DT Investment Partners
Pennsylvania
$3.69M – – –
PI
1250
Parkside Investments
Illinois
$3.68M +$1.01M +10,649 +37%
48 49
50
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