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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
1401
Citizens Business Bank
California
$5.81M -$235K -1,550 -4%
TCM
1402
Teza Capital Management
Illinois
$5.79M +$4.42M +29,164 +600%
IFG
1403
Independent Financial Group
California
$5.79M +$124K +820 +2%
FLI
1404
Family Legacy Inc
South Carolina
$5.78M +$1.06K +7 +0%
BFA
1405
Bill Few Associates
Pennsylvania
$5.77M +$47.1K +311 +0.9%
TPA
1406
Trivium Point Advisory
Connecticut
$5.75M +$151K +999 +3%
VWM
1407
Valley Wealth Managers
New Jersey
$5.75M -$162K -1,070 -3%
WP
1408
WealthShield Partners
North Carolina
$5.75M +$57.4K +379 +1%
TCWA
1409
Turtle Creek Wealth Advisors
Texas
$5.75M +$5.12M +33,780 New
SPC
1410
Sigma Planning Corp
Michigan
$5.75M -$6.87M -45,339 -57%
BBWA
1411
Bell & Brown Wealth Advisors
California
$5.73M +$5.11M +33,706 New
CT
1412
Clearstead Trust
Maine
$5.73M +$920K +6,073 +22%
NWM
1413
Napa Wealth Management
California
$5.72M +$5.1M +33,641 New
PG
1414
Patten Group
Tennessee
$5.69M -$50.8K -335 -1%
GC
1415
Globeflex Capital
California
$5.68M – – –
MMPW
1416
Mitchell McLeod Pugh & Williams
Alabama
$5.67M +$15.8K +104 +0.3%
PKC
1417
Palmer Knight Company
Florida
$5.67M -$7.27K -48 -0.1%
PAM
1418
Paradigm Asset Management
New York
$5.66M -$136K -900 -3%
NAM
1419
NTV Asset Management
West Virginia
$5.66M -$309K -2,041 -6%
MNBTD
1420
Moody National Bank Trust Division
Texas
$5.65M -$4.53M -29,902 -47%
WP
1421
WealthPLAN Partners
Nebraska
$5.65M +$202K +1,331 +4%
CNFG
1422
Creegan & Nassoura Financial Group
New Hampshire
$5.63M – – –
GSEP
1423
Golden State Equity Partners
California
$5.63M +$74.6K +492 +2%
KFBMI
1424
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.61M – – –
AAS
1425
Ameritas Advisory Services
Nebraska
$5.6M -$1.9M -12,525 -28%
55 56
57
58 59