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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1351
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.48M +$42.5K +259 +0.7%
EIM
1352
Essex Investment Management
Massachusetts
$5.47M -$3.78K -23 -0.1%
CT
1353
Chicago Trust
Illinois
$5.47M +$207K +1,262 +4%
IWM
1354
IHT Wealth Management
Illinois
$5.45M +$228K +1,386 +4%
FC
1355
Forte Capital
New York
$5.44M +$186K +1,134 +3%
CAM
1356
Chou Associates Management
Ontario, Canada
$5.43M – – –
HI
1357
Harbour Investments
Wisconsin
$5.42M -$5.21M -31,715 -48%
JAG
1358
Journey Advisory Group
Kentucky
$5.42M +$459K +2,798 +9%
DHFB
1359
Dixon Hubard Feinour & Brown
Virginia
$5.39M +$4.45M +27,121 +393%
QCG
1360
Quadrant Capital Group
Ohio
$5.38M +$1.31M +7,955 +31%
AW
1361
ACG Wealth
Georgia
$5.37M -$784K -4,771 -12%
CWS
1362
Confluence Wealth Services
Pennsylvania
$5.36M +$5.56M +33,865 New
HCA
1363
Horan Capital Advisors
Ohio
$5.36M +$148K +901 +3%
RWM
1364
Ritholtz Wealth Management
New York
$5.35M +$579K +3,526 +12%
OIM
1365
Opus Investment Management
Massachusetts
$5.34M – – –
BZWA
1366
Blue Zone Wealth Advisors
California
$5.33M +$51.7K +315 +0.9%
SP
1367
Symmetry Partners
Connecticut
$5.32M -$762K -4,643 -12%
MC
1368
MRJ Capital
New York
$5.31M -$390K -2,374 -7%
TFS
1369
Thoroughbred Financial Services
Tennessee
$5.3M +$403K +2,457 +8%
FLI
1370
Family Legacy Inc
South Carolina
$5.29M +$101K +617 +2%
MMPW
1371
Mitchell McLeod Pugh & Williams
Alabama
$5.29M +$78.3K +477 +1%
EWA
1372
Exencial Wealth Advisors
Oklahoma
$5.28M -$1.37M -8,344 -20%
NAM
1373
NTV Asset Management
West Virginia
$5.26M -$15.8K -96 -0.3%
TW
1374
TrinityPoint Wealth
Connecticut
$5.26M -$51.1K -311 -0.9%
FC
1375
Fusion Capital
South Carolina
$5.25M +$252K +1,536 +5%
53 54
55
56 57