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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1276
Avior Wealth Management
Nebraska
$5.3M +$256K +2,017 +5%
SSW
1277
Stone Summit Wealth
Florida
$5.29M +$383K +3,020 +8%
WPIC
1278
White Pine Investment Company
Michigan
$5.28M -$28.3K -223 -0.6%
FC
1279
Fusion Capital
South Carolina
$5.27M +$139K +1,100 +3%
VWM
1280
Valley Wealth Managers
New Jersey
$5.25M -$681K -5,377 -12%
OFG
1281
Oxford Financial Group
Indiana
$5.21M -$155K -1,221 -3%
NHT
1282
New Hampshire Trust
New Hampshire
$5.21M +$4.92M +38,841 New
CGL
1283
Clarius Group LLC
Washington
$5.21M +$104K +821 +2%
CT
1284
Chicago Trust
Illinois
$5.17M -$407K -3,213 -8%
TPWA
1285
TRUE Private Wealth Advisors
Oregon
$5.17M +$156K +1,230 +3%
PMAM
1286
Picton Mahoney Asset Management
Ontario, Canada
$5.16M +$4.88M +38,495 New
BC
1287
Burleson & Co
California
$5.16M -$426K -3,365 -8%
CCA
1288
Checchi Capital Advisers
California
$5.16M +$119K +936 +2%
ADIM
1289
Alpha DNA Investment Management
Maryland
$5.16M +$2.13M +16,777 +77%
ZB
1290
Zions Bancorporation
Utah
$5.15M +$1.21M +9,583 +33%
SIMM
1291
Stillwater Investment Management (Minnesota)
Minnesota
$5.15M +$38K +300 +0.8%
BWM
1292
BerganKDV Wealth Management
Minnesota
$5.15M +$304K +2,399 +7%
MFG
1293
Magnus Financial Group
New York
$5.14M -$14.2K -112 -0.3%
AAMA
1294
Advanced Asset Management Advisors
Ohio
$5.14M +$253 +2 +0%
WAM
1295
Werlinich Asset Management
Connecticut
$5.13M +$25.3K +200 +0.5%
KCPG
1296
Kavar Capital Partners Group
Kansas
$5.13M +$182K +1,438 +4%
MBTD
1297
Mechanics Bank - Trust Department
California
$5.12M -$103K -813 -2%
LFA
1298
Legacy Financial Advisors
Kentucky
$5.12M +$238K +1,881 +5%
RMSCM
1299
R.M. Sincerbeaux Capital Management
New York
$5.08M – – –
SCP
1300
Sandhill Capital Partners
New York
$5.07M -$88.2K -696 -2%
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