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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1676
DT Investment Partners
Pennsylvania
$255K – – –
AIIMS
1677
Analyst IMS Investment Management Services
Israel
$254K +$243K +4,039 New
RWM
1678
Rench Wealth Management
Texas
$252K +$481 +8 +0.2%
AFG
1679
Albion Financial Group
Utah
$251K – – –
BWA
1680
Burt Wealth Advisors
Maryland
$248K +$239K +3,968 New
JFA
1681
JNBA Financial Advisors
Minnesota
$247K – – –
AMG
1682
Asset Management Group
Connecticut
$247K +$1.14K +19 +0.5%
AI
1683
Accredited Investors
Minnesota
$244K -$45.3K -753 -16%
NYLIM
1684
New York Life Investment Management
New York
$244K +$235K +3,902 New
VWM
1685
Vector Wealth Management
Minnesota
$242K +$7.7K +128 +3%
NG
1686
Northstar Group
New York
$239K +$230K +3,825 New
PHK
1687
Point72 Hong Kong
Hong Kong
$238K +$229K +3,803 New
BFPW
1688
BOK Financial Private Wealth
Colorado
$237K -$46.6K -775 -17%
GWS
1689
Glassman Wealth Services
Virginia
$237K +$228K +3,785 New
GGPS
1690
Gary Goldberg Planning Services
New York
$235K -$3.01K -50 -1%
HHAM
1691
HITE Hedge Asset Management
Massachusetts
$235K – – –
MKC
1692
M. Kraus & Co
Vermont
$234K -$1.5K -25 -0.7%
IIM
1693
Ironwood Investment Management
Massachusetts
$233K – – –
NGA
1694
Naples Global Advisors
Florida
$232K +$4.45K +74 +2%
BPCE
1695
Bank Pictet & Cie (Europe)
Germany
$232K +$223K +3,700 New
TBA
1696
Train Babcock Advisors
New York
$231K – – –
RMC
1697
Regis Management Company
California
$228K -$2.47K -41 -1%
VC
1698
Vicus Capital
Pennsylvania
$228K +$2.53K +42 +1%
CBT
1699
Central Bank & Trust
Kentucky
$227K -$4.93K -82 -2%
EWMCB
1700
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$227K +$219K +3,640 New
66 67
68
69 70