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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1526
Wunderlich Capital Managemnt
Tennessee
$2.28M +$27.4K +266 +1%
AAS
1527
Annex Advisory Services
Wisconsin
$2.27M -$16.2K -157 -0.7%
BWM
1528
BigSur Wealth Management
Florida
$2.27M -$391K -3,800 -14%
ATC
1529
Adirondack Trust Company
New York
$2.26M -$54.1K -525 -3%
SDWIA
1530
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.26M +$1.12M +10,905 +95%
JCM
1531
Jacobi Capital Management
Pennsylvania
$2.25M -$47.2K -458 -2%
HWA
1532
Heritage Way Advisors
Illinois
$2.25M +$3.81K +37 +0.2%
CPIG
1533
Chicago Partners Investment Group
Illinois
$2.24M -$384K -3,732 -16%
CIA
1534
CSat Investment Advisory
Michigan
$2.24M +$757K +7,350 +50%
LFDLE
1535
La Financiere de L'Echiquier
France
$2.23M +$206K +2,000 +10%
BCM
1536
Bayesian Capital Management
New York
$2.23M +$2.27M +22,000 New
BFA
1537
Brendel Financial Advisors
New Hampshire
$2.22M – – –
BMC
1538
Beaton Management Company
Massachusetts
$2.22M +$23.2K +225 +1%
WC
1539
Weil Company
California
$2.21M +$2.06K +20 +0.1%
BPA
1540
Beacon Pointe Advisors
California
$2.2M +$20.5K +199 +0.9%
EHWM
1541
Eads & Heald Wealth Management
Georgia
$2.2M +$36.1K +350 +2%
SHCM
1542
Stokes & Hubbell Capital Management
Louisiana
$2.2M +$121K +1,179 +6%
OGC
1543
Oak Grove Capital
New Hampshire
$2.2M +$515K +5,000 +30%
TPA
1544
Trivium Point Advisory
Connecticut
$2.2M +$85.4K +829 +4%
GBBWRPM
1545
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.19M +$41.8K +406 +2%
LFA
1546
Landmark Financial Advisors
Kentucky
$2.18M -$6.8K -66 -0.3%
PL
1547
Perpetual Ltd
Australia
$2.18M +$40.6K +394 +2%
SIG
1548
Schaller Investment Group
North Carolina
$2.18M – – –
HIC
1549
Harvey Investment Company
Kentucky
$2.18M +$11.1K +108 +0.5%
CB
1550
Cadence Bank
Mississippi
$2.17M -$25.8K -250 -1%
60 61
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