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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1326
Somerset Trust
Pennsylvania
$7.72M -$169K -804 -2%
SNB
1327
Security National Bank
Nebraska
$7.72M -$1.47K -7 -0%
PWS
1328
Peloton Wealth Strategists
Indiana
$7.71M -$373K -1,773 -5%
MA
1329
McBroom & Associates
Nevada
$7.68M +$129K +614 +2%
HCM
1330
Howland Capital Management
Massachusetts
$7.65M -$239K -1,135 -3%
CCA
1331
Checchi Capital Advisers
California
$7.62M -$550K -2,611 -7%
FPFS
1332
First Personal Financial Services
North Carolina
$7.6M -$155K -737 -2%
OL
1333
Owen LaRue
Kentucky
$7.6M -$280K -1,329 -4%
FCMT
1334
Founders Capital Management (Texas)
Texas
$7.59M +$38.5K +183 +0.5%
SFI
1335
SPC Financial Inc
Maryland
$7.58M -$201K -954 -3%
CWM
1336
Cordatus Wealth Management
Pennsylvania
$7.57M +$69.5K +330 +0.9%
NB
1337
Northwest Bancshares
Pennsylvania
$7.57M -$1.29M -6,110 -15%
WIS
1338
Wright Investors Service
Connecticut
$7.55M -$1.8M -8,536 -19%
TA
1339
TFG Advisers
Michigan
$7.54M +$60.9K +289 +0.8%
TW
1340
TrinityPoint Wealth
Connecticut
$7.54M +$2M +9,487 +36%
EM
1341
Excalibur Management
Massachusetts
$7.53M -$111K -528 -1%
NHT
1342
New Hampshire Trust
New Hampshire
$7.52M -$145K -690 -2%
LSPW
1343
Lake Street Private Wealth
Illinois
$7.52M -$2.17M -10,319 -22%
CCS
1344
Concentric Capital Strategies
Connecticut
$7.5M +$5.51M +26,141 +277%
BFC
1345
Blue Fin Capital
Rhode Island
$7.5M +$24.4K +116 +0.3%
GFA
1346
Gifford Fong Associates
California
$7.44M – – –
BWM
1347
BigSur Wealth Management
Florida
$7.44M +$423K +2,010 +6%
HCM
1348
Harvey Capital Management
Florida
$7.44M -$1.14M -5,400 -13%
WAM
1349
Werlinich Asset Management
Connecticut
$7.42M – – –
P
1350
Paradiem
Louisiana
$7.42M – – –
52 53
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