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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1601
HUB Investment Partners
Texas
$3.68M +$299K +2,175 +9%
BTI
1602
Blue Trust Inc
Georgia
$3.67M -$1.26M -9,170 -25%
AM
1603
Account Management
Massachusetts
$3.67M -$351K -2,550 -9%
PTP
1604
Platform Technology Partners
New York
$3.66M -$59.1K -430 -2%
IRAG
1605
Investment Research & Advisory Group
Georgia
$3.66M +$18.2K +132 +0.5%
PPWP
1606
Proquility Private Wealth Partners
Nevada
$3.66M -$22.3K -162 -0.6%
MA
1607
Modus Advisors
Minnesota
$3.66M +$87.9K +639 +3%
LRPA
1608
L. Roy Papp & Associates
Arizona
$3.66M +$37.1K +270 +1%
NB
1609
Nicolet Bankshares
Wisconsin
$3.65M +$884K +6,428 +24%
EML
1610
Eos Management LP
New York
$3.64M – – –
CM
1611
Crestline Management
Texas
$3.64M +$3.44M +25,000 New
FTWA
1612
Fifth Third Wealth Advisors
Ohio
$3.63M +$1.99M +14,447 +137%
SIA
1613
SeaBridge Investment Advisors
New Jersey
$3.63M +$28.2K +205 +0.8%
MC
1614
Mathes Company
New York
$3.63M +$3.43M +24,941 New
WPC
1615
Wedmont Private Capital
Pennsylvania
$3.62M +$698K +5,075 +27%
CA
1616
Continuum Advisory
Idaho
$3.62M +$41K +298 +0.6%
HNW
1617
High Note Wealth
Minnesota
$3.62M -$174K -1,263 -5%
CWM
1618
Cornerstone Wealth Management
Missouri
$3.62M +$423K +3,075 +14%
SCI
1619
S&CO Inc
Massachusetts
$3.61M – – –
GD
1620
Grandfield & Dodd
New York
$3.59M -$1.34M -9,768 -28%
HWA
1621
HCR Wealth Advisors
California
$3.59M +$294K +2,134 +9%
HPCM
1622
Hunter Perkins Capital Management
Illinois
$3.59M +$3.39M +24,661 +244%
GCA
1623
Gradient Capital Advisors
California
$3.58M -$23.1K -168 -0.7%
RAM
1624
Roanoke Asset Management
New Jersey
$3.58M +$1.1K +8 +0%
AIC
1625
Argus Investors Counsel
New York
$3.57M +$42.1K +306 +1%
63 64
65
66 67