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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
1401
Country Club Trust
Missouri
$5.1M +$37.8K +241 +0.8%
CG
1402
Caprock Group
Idaho
$5.09M -$424K -2,707 -8%
AFM
1403
Andesa Financial Management
Pennsylvania
$5.09M -$4.05M -25,844 -45%
AAM
1404
Aureus Asset Management
Massachusetts
$5.09M -$339K -2,160 -6%
HPWM
1405
High Pines Wealth Management
Massachusetts
$5.08M +$656K +4,184 +16%
TFS
1406
Thoroughbred Financial Services
Tennessee
$5.08M +$139K +887 +3%
PAM
1407
Pegasus Asset Management
New York
$5.07M +$41.5K +265 +0.9%
AWM
1408
Avior Wealth Management
Nebraska
$5.07M -$140K -893 -3%
JSC
1409
Jackson Square Capital
California
$5.06M -$78.5K -501 -2%
BJL
1410
Brighton Jones LLC
Washington
$5.04M +$98K +625 +2%
FPFS
1411
First Personal Financial Services
North Carolina
$5.03M +$56K +357 +1%
JWCA
1412
J.W. Cole Advisors
Florida
$5.03M -$525K -3,351 -10%
HIS
1413
Horizon Investment Services
Indiana
$5.02M -$105K -667 -2%
SCM
1414
SOL Capital Management
Maryland
$5.02M -$58K -370 -1%
CIP
1415
Capital Insight Partners
Arizona
$5.01M +$85K +542 +2%
GWMIA
1416
Global Wealth Management Investment Advisory
Florida
$5.01M +$267K +1,706 +6%
GLA
1417
Good Life Advisors
Pennsylvania
$5.01M +$1.86M +11,873 +63%
WBC
1418
West Branch Capital
Massachusetts
$5M -$4.39K -28 -0.1%
TFS
1419
TrustCore Financial Services
Tennessee
$4.99M +$188K +1,199 +4%
IAMOG
1420
Investors Asset Management of Georgia
Georgia
$4.99M +$87.5K +558 +2%
BW
1421
Bison Wealth
Georgia
$4.98M -$57.9K -369 -1%
BRWM
1422
B. Riley Wealth Management
Tennessee
$4.98M +$851K +5,431 +3%
MFW
1423
Meristem Family Wealth
Minnesota
$4.95M +$2.53M +16,169 +115%
RWM
1424
Ritholtz Wealth Management
New York
$4.95M +$209K +1,335 +5%
KCPG
1425
Kavar Capital Partners Group
Kansas
$4.95M +$105K +672 +2%
55 56
57
58 59