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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1701
NWF Advisory Services
California
$4.83M -$470K -2,607 -10%
TLP
1702
Trinity Legacy Partners
Texas
$4.83M +$130K +723 +3%
IWA
1703
Invera Wealth Advisors
Oregon
$4.82M -$223K -1,235 -4%
GD
1704
Grandfield & Dodd
New York
$4.82M -$76.5K -424 -2%
WA
1705
Wasatch Advisors
Utah
$4.81M -$650K -3,600 -13%
PMSA
1706
Patrick M. Sweeney & Associates
Illinois
$4.81M +$12.3K +68 +0.3%
LCC
1707
Lincoln Capital Corp
Rhode Island
$4.8M -$80.1K -444 -2%
WAS
1708
Winch Advisory Services
Wisconsin
$4.8M -$48.4K -268 -1%
LM
1709
Lincluden Management
Ontario, Canada
$4.79M -$841K -4,660 -16%
LNWTC
1710
Laird Norton Wetherby Trust Company
Washington
$4.79M – – –
ADIM
1711
Alpha DNA Investment Management
Maryland
$4.78M -$528K -2,928 -11%
HPCM
1712
Hunter Perkins Capital Management
Illinois
$4.77M -$498K -2,760 -10%
SWS
1713
SYSTM Wealth Solutions
Illinois
$4.77M -$547K -3,034 -11%
MWM
1714
Modern Wealth Management
Kansas
$4.77M +$4.05M +22,456 +1,646%
OAM
1715
Occidental Asset Management
California
$4.76M +$960K +5,318 +29%
NPA
1716
Nichols & Pratt Advisers
Massachusetts
$4.75M +$180 +1 +0%
BEC
1717
Blue Edge Capital
Virginia
$4.75M +$66.4K +368 +2%
WR
1718
WD Rutherford
Oregon
$4.74M -$268K -1,483 -6%
BCM
1719
Blume Capital Management
California
$4.73M -$182K -1,011 -4%
UB
1720
Umpqua Bank
Oregon
$4.72M +$4.25M +23,559 New
SCM
1721
Seascape Capital Management
New Hampshire
$4.72M +$29.2K +162 +0.7%
WIM
1722
WealthPlan Investment Management
Nebraska
$4.71M +$116K +644 +3%
CIP
1723
Convergence Investment Partners
Florida
$4.71M +$161K +890 +4%
CI
1724
CX Institutional
Indiana
$4.7M -$2.89M -16,020 -41%
CFMC
1725
Curbstone Financial Management Corp
New Hampshire
$4.68M -$99.2K -550 -2%
67 68
69
70 71