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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1426
Meritage Portfolio Management
Kansas
$3.92M +$202K +1,803 +6%
HPIA
1427
Hamilton Point Investment Advisors
North Carolina
$3.91M -$3.35K -30 -0.1%
AC
1428
Addison Capital
Pennsylvania
$3.89M -$48.5K -434 -1%
TPA
1429
Trivium Point Advisory
Connecticut
$3.89M +$112 +1 +0%
ODCM
1430
Old Dominion Capital Management
Virginia
$3.88M -$40.1K -359 -1%
MCM
1431
Mitchell Capital Management
Kansas
$3.88M +$229K +2,049 +7%
BFC
1432
Bedel Financial Consulting
Indiana
$3.86M -$182K -1,629 -5%
HIS
1433
Horizon Investment Services
Indiana
$3.84M -$25.7K -230 -0.8%
TPWA
1434
TRUE Private Wealth Advisors
Oregon
$3.83M -$119K -1,065 -3%
CIP
1435
Capital Insight Partners
Arizona
$3.82M +$9.28K +83 +0.3%
FPFS
1436
First Personal Financial Services
North Carolina
$3.82M +$401K +3,592 +14%
CT
1437
Chicago Trust
Illinois
$3.82M -$145K -1,300 -4%
SMH
1438
Sanders Morris Harris
Texas
$3.81M -$1.37M -12,249 -30%
CL
1439
CPWM LLC
Washington
$3.81M -$601K -5,373 -15%
BCM
1440
Brookmont Capital Management
Texas
$3.81M -$167K -1,492 -5%
AH
1441
Allen Holding
New York
$3.81M – – –
BL
1442
Bleichroeder LP
New York
$3.81M – – –
MFS
1443
Monetta Financial Services
Illinois
$3.81M – – –
FTDI
1444
First Trust Direct Indexing
Massachusetts
$3.8M +$3.34M +29,886 New
PAM
1445
Pegasus Asset Management
New York
$3.8M +$31.4K +281 +0.9%
PP
1446
Pegasus Partners
Wisconsin
$3.79M -$53.1K -475 -2%
GWMIA
1447
Global Wealth Management Investment Advisory
Florida
$3.78M +$42.1K +377 +1%
SACTSONJ
1448
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.77M – – –
WA
1449
Wasatch Advisors
Utah
$3.77M +$447K +4,000 +16%
ANB
1450
Amarillo National Bank
Texas
$3.77M +$753K +6,740 +29%
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