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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1551
Mission Wealth Management
California
$544K +$188K +3,224 +54%
WC
1552
Whitnell & Co
Illinois
$543K -$56.8K -972 -10%
CT
1553
Coastline Trust
Rhode Island
$537K – – –
PWAP
1554
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$535K +$13.4K +229 +3%
CWA
1555
Cypress Wealth Advisors
California
$534K +$6.42K +110 +1%
JWA
1556
JFS Wealth Advisors
Pennsylvania
$533K +$76.9K +1,317 +17%
HCM
1557
Harvey Capital Management
Florida
$532K -$151K -2,589 -22%
AF
1558
Aldebaran Financial
$532K +$175K +3,004 +50%
LA
1559
Lau Associates
Delaware
$528K +$30K +513 +6%
BHBT
1560
Burke & Herbert Bank & Trust
Virginia
$527K +$68K +1,165 +15%
TRCT
1561
Tower Research Capital (TRC)
New York
$527K +$515K +8,820 +10,627%
RTS
1562
Round Table Services
New Jersey
$525K +$269K +4,603 +108%
ACM
1563
Armbruster Capital Management
New York
$522K -$21.2K -363 -4%
GWCM
1564
Godshalk Welsh Capital Management
Pennsylvania
$522K +$17.5K +300 +4%
LA
1565
Lucus Advisors
New York
$520K +$513K +8,776 New
TDC
1566
Thompson Davis & Co
Virginia
$519K +$438K +7,499 +597%
RMCM
1567
Reynders McVeigh Capital Management
Massachusetts
$518K +$41.3K +707 +9%
HCM
1568
Hodges Capital Management
Texas
$518K +$45.1K +773 +10%
GBT
1569
Grove Bank & Trust
Florida
$516K – – –
WA
1570
Wealth Architects
California
$516K +$10.4K +178 +2%
KLWA
1571
Kelly Lawrence W & Associates
California
$515K +$2.92K +50 +0.6%
AFP
1572
Ausdal Financial Partners
Iowa
$515K +$13.8K +236 +3%
ZCI
1573
Zevenbergen Capital Investments
Washington
$512K +$124K +2,130 +33%
S
1574
SignatureFD
Georgia
$510K +$135K +2,305 +37%
LCM
1575
Liberty Capital Management
Michigan
$509K -$23.7K -405 -5%
61 62
63
64 65