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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1601
LJI Wealth Management
Indiana
$7.94M -$80.1K -314 -1%
CI
1602
Cigna Investments
Connecticut
$7.93M -$235K -920 -3%
KCM
1603
Kennedy Capital Management
Missouri
$7.92M -$1.2M -4,688 -15%
APIM
1604
Agate Pass Investment Management
Washington
$7.92M -$73K -286 -1%
CST
1605
Charles Schwab Trust
Nevada
$7.88M +$134K +524 +2%
MA
1606
Modus Advisors
Minnesota
$7.88M +$37K +145 +0.5%
DCM
1607
Delta Capital Management
New Jersey
$7.88M – – –
TPM
1608
Triasima Portfolio Management
Quebec, Canada
$7.87M +$969K +3,796 +16%
AMI
1609
Amica Mutual Insurance
Rhode Island
$7.86M +$1.53M +6,000 +28%
SCM
1610
Sitrin Capital Management
California
$7.85M -$673K -2,637 -9%
SFGP
1611
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.81M -$143K -562 -2%
CWMK
1612
Caliber Wealth Management (Kansas)
Kansas
$7.81M +$72.2K +283 +1%
GM
1613
GeoWealth Management
Illinois
$7.81M +$40.1K +157 +0.6%
MCWS
1614
McKinley Carter Wealth Services
West Virginia
$7.79M +$243K +951 +4%
JWCA
1615
J.W. Coons Advisors
Ohio
$7.78M +$58.7K +230 +0.9%
FPB
1616
First PREMIER Bank
South Dakota
$7.78M +$13.5K +53 +0.2%
IAMOG
1617
Investors Asset Management of Georgia
Georgia
$7.77M -$84.5K -331 -1%
CIAS
1618
Capital Investment Advisory Services
North Carolina
$7.75M +$778K +3,049 +13%
MCA
1619
MSH Capital Advisors
Arizona
$7.75M +$25K +98 +0.4%
ST
1620
Smithfield Trust
Pennsylvania
$7.74M -$49.8K -195 -0.7%
CIG
1621
Consolidated Investment Group
Colorado
$7.74M – – –
LWA
1622
Lineweaver Wealth Advisors
Ohio
$7.74M +$382K +1,497 +6%
BWM
1623
BNC Wealth Management
Oregon
$7.72M +$157K +614 +2%
MWM
1624
Mattern Wealth Management
Kansas
$7.7M -$75.8K -297 -1%
SFS
1625
Strategic Financial Services
New York
$7.69M -$137K -535 -2%
63 64
65
66 67