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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
1626
Caliber Wealth Management (Kansas)
Kansas
$6.54M +$6.79M +26,645 New
MCA
1627
MSH Capital Advisors
Arizona
$6.53M -$938K -3,678 -12%
UBG
1628
United Bank (Georgia)
Georgia
$6.53M -$200K -783 -3%
JWCA
1629
J.W. Coons Advisors
Ohio
$6.53M -$115K -450 -2%
CI
1630
Cherokee Insurance
Michigan
$6.5M – – –
DA
1631
Dover Advisors
Virginia
$6.5M +$2.27M +8,891 +51%
EHC
1632
Everett Harris & Co
California
$6.48M +$45.6K +179 +0.7%
LAM
1633
Lingohr Asset Management
Germany
$6.47M +$6.05M +23,720 +835%
IC
1634
Inscription Capital
Texas
$6.47M +$8.24M +32,315 New
TSWM
1635
Triangle Securities Wealth Management
North Carolina
$6.46M -$163K -638 -2%
OPA
1636
Old Port Advisors
Maine
$6.45M -$131K -513 -2%
CAMV
1637
Concord Asset Management (Virginia)
Virginia
$6.45M +$244K +956 +4%
MHS
1638
M Holdings Securities
Oregon
$6.44M +$111K +435 +2%
LCM
1639
Liberty Capital Management
Michigan
$6.44M +$126K +495 +2%
AL
1640
Aspiriant LLC
California
$6.44M -$255K -1,002 -4%
OAM
1641
Occidental Asset Management
California
$6.43M +$575K +2,256 +9%
EFG
1642
Everhart Financial Group
Ohio
$6.42M +$157K +614 +2%
CAM
1643
Covenant Asset Management
New Jersey
$6.41M -$124K -485 -2%
A
1644
Argentarii
Ohio
$6.4M +$121K +475 +2%
JF
1645
Jericho Financial
Ohio
$6.4M -$198K -775 -3%
AIS
1646
AM Investment Strategies
Tennessee
$6.39M +$9.94K +39 +0.1%
CNC
1647
Citizens & Northern Corp
Pennsylvania
$6.39M +$81.3K +319 +1%
BWM
1648
BNC Wealth Management
Oregon
$6.38M +$295K +1,156 +5%
SCM
1649
Silvant Capital Management
Georgia
$6.37M – – –
MCWS
1650
McKinley Carter Wealth Services
West Virginia
$6.36M -$26.5K -104 -0.4%
64 65
66
67 68