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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
1626
Integrated Wealth Counsel
California
$328K – – –
ACS
1627
Archford Capital Strategies
Illinois
$327K -$26.8K -446 -8%
SNBOSD
1628
Security National Bank of So Dak
Iowa
$327K – – –
DDC
1629
DF Dent & Co
Maryland
$323K – – –
BFA
1630
Beaumont Financial Advisors
Massachusetts
$320K -$77.7K -1,292 -20%
MA
1631
Marshwinds Advisory
Georgia
$317K +$542 +9 +0.2%
BAM
1632
Brave Asset Management
New Jersey
$314K +$19.3K +320 +7%
BWP
1633
BSW Wealth Partners
Colorado
$313K -$9.39K -156 -3%
RVP
1634
Relative Value Partners
Illinois
$313K – – –
CRIG
1635
Charter Research & Investment Group
Connecticut
$313K +$301K +4,996 New
GCM
1636
Glaxis Capital Management
Florida
$313K +$301K +5,000 New
ZTNA
1637
Zions Trust National Association
Utah
$312K -$66.2K -1,100 -18%
CWM
1638
Cranbrook Wealth Management
Michigan
$312K +$300K +4,987 New
HIC
1639
Holderness Investments Company
North Carolina
$312K +$300K +4,992 New
SWM
1640
Segment Wealth Management
Texas
$310K -$15.6K -260 -5%
TCB
1641
Texas Capital Bancshares
Texas
$307K +$63.1K +1,048 +27%
HAIM
1642
Hunter Associates Investment Management
Pennsylvania
$305K -$2.71K -45 -0.9%
FC
1643
Financial Consulate
Maryland
$305K +$293K +4,867 New
BOS
1644
Bingham Osborn & Scarborough
California
$304K -$73.4K -1,219 -20%
PFS
1645
Prospera Financial Services
Texas
$303K +$12.2K +203 +4%
DSAM
1646
Dock Street Asset Management
Florida
$302K – – –
LWM
1647
Lenox Wealth Management
Ohio
$302K +$1.08K +18 +0.4%
BRA
1648
Bender Robert & Associates
California
$302K +$24.1K +400 +9%
FNBOH
1649
First National Bank of Hutchinson
Kansas
$302K +$49.4K +821 +21%
SCA
1650
Samson Capital Advisors
New York
$300K +$289K +4,800 New
64 65
66
67 68