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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1601
PagnatoKarp Partners
Virginia
$1M -$174K -1,972 -15%
SEC
1602
Seven Eight Capital
New York
$1M +$1.01M +11,400 New
PFBT
1603
Parkside Financial Bank & Trust
Missouri
$993K -$149K -1,691 -13%
CAM
1604
Covenant Asset Management
New Jersey
$980K +$442K +5,013 +82%
MIS
1605
Morningstar Investment Services
Illinois
$976K -$2.08M -23,524 -68%
GIA
1606
Granite Investment Advisors
New Hampshire
$969K +$103K +1,169 +12%
BFPW
1607
BOK Financial Private Wealth
Colorado
$966K -$86.3K -978 -8%
TMC
1608
Trellus Management Company
Florida
$966K -$52.9K -600 -5%
KTC
1609
Kistler-Tiffany Companies
Pennsylvania
$960K +$8.03K +91 +0.8%
TPWA
1610
TRUE Private Wealth Advisors
Oregon
$959K -$100K -1,136 -9%
LJHT
1611
Laurie J. Hall Trustee
$954K -$41.9K -475 -4%
BHBT
1612
Burke & Herbert Bank & Trust
Virginia
$952K -$22.1K -250 -2%
HB
1613
Homrich & Berg
Georgia
$951K -$39.1K -443 -4%
PMFA
1614
Plante Moran Financial Advisors
Michigan
$945K -$161K -1,826 -15%
CAM
1615
ClariVest Asset Management
California
$940K -$77.5K -879 -8%
MWM
1616
Mission Wealth Management
California
$938K -$71.4K -809 -7%
BO
1617
Bank OZK
Arkansas
$935K +$13.2K +150 +1%
HFA
1618
High Falls Advisors
New York
$930K -$216K -2,446 -19%
RP
1619
Riverbridge Partners
Minnesota
$929K – – –
PB
1620
Pinnacle Bancorp
Nebraska
$929K +$933K +10,575 New
AA
1621
Alesco Advisors
New York
$923K -$93.2K -1,056 -9%
HH
1622
HWG Holdings
Texas
$922K +$926K +10,497 New
JFA
1623
JNBA Financial Advisors
Minnesota
$916K -$80.7K -915 -8%
FDS
1624
First Dallas Securities
Texas
$906K +$61.8K +700 +7%
CWG
1625
C WorldWide Group
Denmark
$905K – – –
63 64
65
66 67