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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1426
Monarch Capital Management
Indiana
$4.31M -$134K -1,057 -3%
LC
1427
Lindbrook Capital
California
$4.3M +$304K +2,400 +8%
LI
1428
Lafayette Investments
Maryland
$4.29M +$64.4K +508 +2%
CW
1429
CreativeOne Wealth
Kansas
$4.29M +$130K +1,027 +3%
WE
1430
Wealth Effects
Massachusetts
$4.28M -$52.3K -413 -1%
PB
1431
Pinnacle Bancorp
Nebraska
$4.28M -$183K -1,442 -4%
BTI
1432
Blue Trust Inc
Georgia
$4.28M +$1.1M +8,693 +27%
BFC
1433
Bedel Financial Consulting
Indiana
$4.27M -$111K -876 -3%
BFA
1434
Bill Few Associates
Pennsylvania
$4.26M -$86.8K -685 -2%
GF
1435
Gries Financial
Ohio
$4.25M +$1.07M +8,410 +36%
DPIM
1436
Duff & Phelps Investment Management
Illinois
$4.25M – – –
SGCA
1437
Steel Grove Capital Advisors
Tennessee
$4.24M +$50.7K +400 +1%
PG
1438
Patten Group
Tennessee
$4.24M -$81.7K -645 -2%
CG
1439
Caprock Group
Idaho
$4.23M -$136K -1,076 -3%
CT
1440
Clearstead Trust
Maine
$4.23M +$25K +197 +0.6%
BO
1441
Bank OZK
Arkansas
$4.22M -$42.3K -334 -1%
SCM
1442
Silvant Capital Management
Georgia
$4.2M -$7.6K -60 -0.2%
IAMOG
1443
Investors Asset Management of Georgia
Georgia
$4.2M -$13.2K -104 -0.3%
BCFS
1444
Butensky & Cohen Financial Security
Florida
$4.2M +$39.8K +314 +1%
SWS
1445
SYSTM Wealth Solutions
Illinois
$4.2M +$3.97M +31,301 New
AFM
1446
Andesa Financial Management
Pennsylvania
$4.19M -$3.25M -25,673 -45%
GC
1447
Giverny Capital
Quebec, Canada
$4.19M +$345K +2,722 +10%
HL
1448
HeadInvest LLC
Maine
$4.18M -$293K -2,313 -7%
BJL
1449
Brighton Jones LLC
Washington
$4.18M -$344K -2,715 -8%
SFS
1450
Strategic Financial Services
New York
$4.18M -$349K -2,755 -8%
56 57
58
59 60