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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1701
Biltmore Family Office
North Carolina
$1.32M +$1.25M +12,364 New
OFS
1702
Orrstown Financial Services
Pennsylvania
$1.31M -$160K -1,583 -11%
ACM
1703
Avalon Capital Management
California
$1.31M -$368K -3,635 -23%
HH
1704
HWG Holdings
Texas
$1.31M +$1.08M +10,652 +668%
GIM
1705
Greylin Investment Management
Virginia
$1.3M -$35.4K -350 -3%
HIC
1706
Holderness Investments Company
North Carolina
$1.3M – – –
KAS
1707
Kemnay Advisory Services
New York
$1.3M +$361K +3,570 +42%
TFS
1708
TrustCore Financial Services
Tennessee
$1.3M +$1.23M +12,149 New
CAM
1709
Covenant Asset Management
New Jersey
$1.29M +$68.9K +680 +6%
AIM
1710
Acropolis Investment Management
Missouri
$1.29M -$27.4K -271 -2%
KA
1711
Kovack Advisors
Florida
$1.29M +$34.8K +344 +3%
CG
1712
CFO4Life Group
Texas
$1.28M -$31.5K -311 -3%
WCM
1713
Windsor Capital Management
Arizona
$1.28M +$673K +6,644 +124%
RCM
1714
RB Capital Management
Nevada
$1.28M +$13.9K +137 +1%
PMFA
1715
Plante Moran Financial Advisors
Michigan
$1.27M +$74.3K +734 +7%
FCMT
1716
Founders Capital Management (Texas)
Texas
$1.27M +$101 +1 +0%
PFBT
1717
Parkside Financial Bank & Trust
Missouri
$1.26M +$46.7K +461 +4%
CPA
1718
Capital Planning Advisors
California
$1.26M +$190K +1,879 +19%
GWM
1719
Greenwich Wealth Management
Connecticut
$1.26M -$7.9K -78 -0.7%
CASB
1720
Cape Ann Savings Bank
Massachusetts
$1.25M +$1.19M +11,728 New
BWM
1721
BerganKDV Wealth Management
Minnesota
$1.25M -$159K -1,568 -12%
LC
1722
LCNB Corp
Ohio
$1.25M +$12K +119 +1%
NGA
1723
Naples Global Advisors
Florida
$1.25M +$75.9K +750 +7%
HJA
1724
Hugh Johnson Advisors
New York
$1.25M +$4.15K +41 +0.4%
CAW
1725
Cornerstone Advisors (Washington)
Washington
$1.25M – – –
67 68
69
70 71