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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1226
Voleon Capital Management
California
$12.5M -$1.77M -6,933 -14%
WKWM
1227
Walter & Keenan Wealth Management
Indiana
$12.5M -$353K -1,385 -3%
XWM
1228
Xcel Wealth Management
Florida
$12.5M -$52.8K -207 -0.5%
WPC
1229
Wedmont Private Capital
Pennsylvania
$12.5M +$395K +1,548 +4%
ACG
1230
Allen Capital Group
Nebraska
$12.5M +$619K +2,427 +6%
CIM
1231
Contravisory Investment Management
Massachusetts
$12.4M +$23.7K +93 +0.2%
PL
1232
Parthenon LLC
Kentucky
$12.4M +$21.7K +85 +0.2%
KA
1233
Kintegral Advisory
New York
$12.4M -$16.3K -64 -0.1%
CCM
1234
Cinctive Capital Management
New York
$12.4M +$2.07M +8,113 +23%
CHC
1235
City Holding Co
West Virginia
$12.4M -$205K -802 -2%
GL
1236
Graypoint LLC
New York
$12.3M +$673K +2,639 +7%
IWA
1237
Icon Wealth Advisors
Texas
$12.3M +$2.05M +8,016 +23%
OBAM
1238
ODDO BHF Asset Management
France
$12.2M +$2.16M +8,449 +25%
PTC
1239
Private Trust Company
Ohio
$12.2M +$320K +1,255 +3%
CWM
1240
Compass Wealth Management
Connecticut
$12.2M +$18.1K +71 +0.2%
SAM
1241
Socorro Asset Management
Texas
$12.2M +$472K +1,850 +5%
VFM
1242
Viking Fund Management
North Dakota
$12.2M – – –
GWMIA
1243
Global Wealth Management Investment Advisory
Florida
$12.2M -$435K -1,705 -4%
APSI
1244
Asset Planning Services Inc
Louisiana
$12.1M -$60K -235 -0.6%
BL
1245
BCWM LLC
Kansas
$12.1M -$255K -998 -2%
NCM
1246
Nelson Capital Management
California
$12.1M -$23K -90 -0.2%
MPIM
1247
McGinn Penninger Investment Management
Virginia
$12M -$1.34M -5,250 -11%
UAM
1248
Unison Asset Management
Florida
$12M +$142K +556 +1%
OCAM
1249
Onex Canada Asset Management
Ontario, Canada
$12M +$161K +631 +2%
GHA
1250
GW Henssler & Associates
Georgia
$12M +$7.4K +29 +0.1%
48 49
50
51 52