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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1476
WealthPLAN Partners
Nebraska
$3.94M -$2.62M -19,106 -39%
CPC
1477
Congress Park Capital
New York
$3.93M -$15.2K -111 -0.4%
SFS
1478
Strategic Financial Services
New York
$3.93M -$136K -996 -3%
NPT
1479
Nixon Peabody Trust
Massachusetts
$3.91M +$89.7K +655 +2%
AH
1480
Allen Holding
New York
$3.91M – – –
BL
1481
Bleichroeder LP
New York
$3.91M – – –
MFS
1482
Monetta Financial Services
Illinois
$3.91M – – –
NAS
1483
NWF Advisory Services
California
$3.89M +$3.66M +26,721 New
DTL
1484
Dynamic Technology Lab
Singapore
$3.89M +$4.09M +29,823 New
SSWM
1485
Sheets Smith Wealth Management
North Carolina
$3.88M -$105K -765 -3%
AW
1486
Atlas Wealth
Ohio
$3.88M -$92.5K -675 -2%
CA
1487
Cumberland Advisors
Florida
$3.88M +$9.59K +70 +0.2%
STA
1488
Summit Trail Advisors
New York
$3.88M +$726K +5,297 +22%
TSWM
1489
Triangle Securities Wealth Management
North Carolina
$3.87M -$93K -679 -2%
AP
1490
Americana Partners
Texas
$3.87M +$51.5K +376 +1%
CM
1491
Churchill Management
California
$3.87M +$135K +984 +3%
SACTSONJ
1492
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.87M – – –
HI
1493
Hudock Inc
Pennsylvania
$3.87M +$658K +4,805 +19%
MGWM
1494
Marks Group Wealth Management
Minnesota
$3.86M +$194K +1,415 +5%
IFG
1495
Independent Financial Group
California
$3.86M -$30.6K -223 -0.7%
MHS
1496
M Holdings Securities
Oregon
$3.85M -$1.41M -10,272 -26%
LSAG
1497
Lake Street Advisors Group
New Hampshire
$3.85M +$218K +1,588 +6%
BWM
1498
BNC Wealth Management
Oregon
$3.85M +$353K +2,573 +10%
ANB
1499
Amarillo National Bank
Texas
$3.85M -$23.2K -169 -0.6%
CAM
1500
Covenant Asset Management
New Jersey
$3.85M -$80.7K -589 -2%
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60
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