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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1701
Icon Advisers
Colorado
$7.75M – – –
MCP
1702
Martin Capital Partners
Oregon
$7.75M +$71.7K +231 +1%
CRCM
1703
Crystal Rock Capital Management
Illinois
$7.75M – – –
SIA
1704
SGL Investment Advisors
Montana
$7.75M +$142K +457 +2%
HCM
1705
Hudson Capital Management
New Jersey
$7.73M -$64K -206 -0.9%
WAS
1706
Winch Advisory Services
Wisconsin
$7.73M -$107K -343 -1%
MCB
1707
Morton Community Bank
Illinois
$7.72M -$17.1K -55 -0.2%
DIA
1708
Dean Investment Associates
Ohio
$7.71M -$380K -1,223 -5%
BA
1709
Bridgewater Associates
Connecticut
$7.71M +$7.31M +23,548 New
CCWA
1710
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.71M +$859K +2,765 +13%
CPA
1711
Capital Performance Advisors
California
$7.7M -$1.31M -4,232 -15%
SSWM
1712
Sheets Smith Wealth Management
North Carolina
$7.68M -$11.8K -38 -0.2%
RW
1713
Rockport Wealth
Ohio
$7.67M – – –
DIM
1714
DLK Investment Management
California
$7.67M +$2.34M +7,530 +25%
GSB
1715
Greenfield Savings Bank
Massachusetts
$7.66M -$41.9K -135 -0.6%
AO
1716
Advisor OS
Illinois
$7.66M +$29.2K +94 +0.4%
PBC
1717
Pavion Blue Capital
California
$7.65M -$12.4K -40 -0.2%
TLP
1718
Trinity Legacy Partners
Texas
$7.64M -$237K -763 -3%
EPW
1719
Evergreen Private Wealth
Colorado
$7.64M +$129K +415 +2%
TSWM
1720
Triangle Securities Wealth Management
North Carolina
$7.63M -$54.3K -175 -0.7%
MCWS
1721
McKinley Carter Wealth Services
West Virginia
$7.63M +$133K +427 +2%
SCI
1722
S&CO Inc
Massachusetts
$7.62M -$202K -650 -3%
JE
1723
Jacobs Equity
Utah
$7.62M +$6.6M +21,254 +1,053%
HEIP
1724
Hudson Edge Investment Partners
New Jersey
$7.61M -$1.44M -4,628 -17%
PMA
1725
Prudent Man Advisors
Illinois
$7.6M +$733K +2,361 +11%
67 68
69
70 71