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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1576
Cerity Partners OCIO
New York
$984K +$137K +1,795 +19%
JFA
1577
JNBA Financial Advisors
Minnesota
$979K -$283K -3,706 -25%
HB
1578
Homrich & Berg
Georgia
$972K +$7.93K +104 +0.9%
CWM
1579
Cornerstone Wealth Management
Missouri
$969K -$20.3K -266 -2%
EWM
1580
Evermay Wealth Management
Virginia
$958K +$76 +1 +0%
BHBT
1581
Burke & Herbert Bank & Trust
Virginia
$957K -$75.5K -990 -8%
FP
1582
FDO Partners
Massachusetts
$953K +$842K +11,045 New
GCMG
1583
Gyroscope Capital Management Group
Florida
$940K -$14K -184 -2%
RT
1584
Rockland Trust
Massachusetts
$939K +$30.5K +400 +4%
ZDA
1585
Zweig-DiMenna Associates
New York
$936K +$827K +10,851 New
KTC
1586
Kistler-Tiffany Companies
Pennsylvania
$935K -$88.8K -1,165 -10%
CHJWM
1587
Carlton Hofferkamp & Jenks Wealth Management
Texas
$926K +$93.3K +1,224 +13%
KA
1588
Kovack Advisors
Florida
$924K -$107K -1,403 -12%
VWA
1589
V Wealth Advisors
Kansas
$919K -$67.3K -883 -8%
FNB
1590
Farmers National Bank
Kentucky
$917K -$5.34K -70 -0.7%
RP
1591
Riverbridge Partners
Minnesota
$913K -$17.8K -234 -2%
BO
1592
Bank OZK
Arkansas
$905K -$61K -800 -7%
AGI
1593
Athena Global Investors
Virginia
$905K – – –
PWM
1594
Perigon Wealth Management
California
$893K +$620K +8,134 +546%
CWG
1595
C WorldWide Group
Denmark
$888K – – –
FPCG
1596
Fort Pitt Capital Group
Pennsylvania
$887K +$76 +1 +0%
WA
1597
WFG Advisors
Texas
$886K -$810K -10,624 -51%
AWMF
1598
Arbor Wealth Management (Florida)
Florida
$880K +$3.2K +42 +0.4%
KPF
1599
K2 Principal Fund
Ontario, Canada
$877K -$153K -2,000 -16%
GAG
1600
GM Advisory Group
New York
$877K -$24.8K -325 -3%
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