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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1551
Lauterbach Financial Advisors
Texas
$5.81M -$91.5K -507 -2%
BTI
1552
Blue Trust Inc
Georgia
$5.81M +$4.87K +27 +0.1%
SMI
1553
Shelter Mutual Insurance
Missouri
$5.81M – – –
TSWM
1554
Triangle Securities Wealth Management
North Carolina
$5.79M -$82.5K -457 -2%
RBA
1555
Richard Bernstein Advisors
New York
$5.77M – – –
BCM
1556
Brookmont Capital Management
Texas
$5.76M -$57K -316 -1%
MCM
1557
Monarch Capital Management
Indiana
$5.76M -$47.3K -262 -0.9%
CT
1558
Clearstead Trust
Maine
$5.74M -$905K -5,017 -15%
BWG
1559
Berry Wealth Group
Texas
$5.73M -$241K -1,337 -4%
MWA
1560
Midland Wealth Advisors
Illinois
$5.73M +$311K +1,724 +6%
HCM
1561
Hall Capital Management
Rhode Island
$5.72M -$63.2K -350 -1%
CFGS
1562
Concourse Financial Group Securities
Alabama
$5.72M +$88.2K +489 +2%
SS
1563
Sunbelt Securities
Texas
$5.71M +$59.9K +332 +1%
MCCA
1564
Mill Creek Capital Advisors
Pennsylvania
$5.71M +$134K +742 +3%
FSG
1565
Financial Strategies Group
Michigan
$5.71M +$743K +4,119 +17%
MCM
1566
MV Capital Management
Maryland
$5.71M -$208K -1,155 -4%
MWM
1567
Mattern Wealth Management
Kansas
$5.68M +$110K +609 +2%
ATI
1568
Act Two Investors
California
$5.67M – – –
KCG
1569
Kinsale Capital Group
Virginia
$5.66M +$789K +4,373 +18%
MSA
1570
Marino Stram & Associates
Massachusetts
$5.65M +$11.5K +64 +0.2%
CWP
1571
CFM Wealth Partners
Texas
$5.64M +$141K +779 +3%
EPW
1572
Evergreen Private Wealth
Colorado
$5.64M -$188K -1,043 -4%
SFS
1573
Strategic Financial Services
New York
$5.63M -$144K -799 -3%
TNBTD
1574
Trustmark National Bank Trust Department
Mississippi
$5.63M +$927K +5,136 +22%
LOAME
1575
Lombard Odier Asset Management (Europe)
United Kingdom
$5.63M +$5.07M +28,085 New
61 62
63
64 65