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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1526
IFG Advisory
Georgia
$7.28M +$376K +1,476 +5%
FDP
1527
Financiere des Professionnels
Quebec, Canada
$7.28M -$1.14M -4,475 -13%
KWA
1528
Kingswood Wealth Advisors
California
$7.28M -$612K -2,399 -7%
HCM
1529
Hall Capital Management
Rhode Island
$7.27M +$406K +1,591 +6%
SPG
1530
Strategic Planning Group
Utah
$7.26M -$165K -647 -2%
AC
1531
Avestar Capital
New York
$7.24M +$526K +2,065 +8%
ACM
1532
Argyle Capital Management
Pennsylvania
$7.23M +$765 +3 +0%
BCM
1533
Buckhead Capital Management
Georgia
$7.23M +$3.06K +12 +0%
MIS
1534
Morningstar Investment Services
Illinois
$7.21M -$8.03M -31,503 -52%
PCM
1535
Patient Capital Management
Maryland
$7.21M -$765 -3 -0%
AA
1536
Argent Advisors
Louisiana
$7.21M +$146K +572 +2%
HCM
1537
Hengehold Capital Management
Ohio
$7.19M -$92.5K -363 -1%
CW
1538
CreativeOne Wealth
Kansas
$7.19M +$1.15M +4,525 +18%
WE
1539
Wealth Effects
Massachusetts
$7.18M -$324K -1,270 -4%
ANB
1540
Amarillo National Bank
Texas
$7.18M – – –
GIA
1541
Guyasuta Investment Advisors
Pennsylvania
$7.17M -$2.22M -8,724 -23%
ESB
1542
Essex Savings Bank
Connecticut
$7.17M +$163K +641 +2%
FSG
1543
Financial Strategies Group
Michigan
$7.16M -$249K -978 -3%
FLI
1544
Family Legacy Inc
South Carolina
$7.15M -$586K -2,297 -7%
SWM
1545
SeaCrest Wealth Management
New York
$7.13M +$354K +1,388 +5%
CWP
1546
Concord Wealth Partners
Virginia
$7.13M -$350K -1,374 -5%
SMI
1547
Shelter Mutual Insurance
Missouri
$7.11M – – –
BBA
1548
Baader Bank Aktiengesellschaft
Germany
$7.11M -$1.23M -4,836 -14%
TI
1549
tru Independence
Oregon
$7.11M -$61.4K -241 -0.8%
BONH
1550
Bank of New Hampshire
New Hampshire
$7.11M -$255K -1,000 -3%
60 61
62
63 64