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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1726
Poehling Capital Management
Wisconsin
$3.11M -$163K -1,183 -5%
WOC
1727
West Oak Capital
California
$3.11M -$93.5K -680 -3%
BOS
1728
Bank of Stockton
California
$3.11M +$61.5K +447 +2%
GCM
1729
Graham Capital Management
Connecticut
$3.11M -$1.92M -13,977 -40%
KS
1730
Karpas Strategies
Connecticut
$3.1M -$19.9K -145 -0.7%
PWA
1731
Phoenix Wealth Advisors
North Carolina
$3.1M -$27.2K -198 -0.9%
SAM
1732
Synergy Asset Management
Washington
$3.1M +$2.63M +19,149 +887%
CCWM
1733
Cassaday & Co Wealth Management
Virginia
$3.09M -$45.5K -331 -2%
TA
1734
Townsend & Associates
Colorado
$3.09M -$46.5K -338 -2%
ORC
1735
O'Rourke & Company
Massachusetts
$3.09M +$74.5K +542 +3%
SAM
1736
Sawgrass Asset Management
Florida
$3.08M +$368K +2,672 +14%
TFA
1737
Trinity Financial Advisors
Ohio
$3.08M +$323K +2,350 +12%
TPW
1738
Transatlantique Private Wealth
New York
$3.08M +$118K +859 +4%
JSL
1739
JT Stratford LLC
Georgia
$3.07M -$258K -1,875 -8%
XSC
1740
X-Square Capital
Puerto Rico
$3.07M -$81.6K -593 -3%
HBT
1741
Heartland Bank & Trust
Illinois
$3.06M -$154K -1,121 -5%
APG
1742
Abacus Planning Group
South Carolina
$3.05M +$275 +2 +0%
DMKJ
1743
David M. Knott Jr
$3.05M – – –
RCWM
1744
Royal Capital Wealth Management
Indiana
$3.05M +$11.6K +84 +0.4%
CT
1745
Coastline Trust
Rhode Island
$3.05M -$109K -794 -4%
AWS
1746
AJ Wealth Strategies
New York
$3.04M +$47.6K +346 +2%
PWA
1747
Providence Wealth Advisors
Illinois
$3.04M +$725K +5,273 +34%
CIP
1748
Convergence Investment Partners
Florida
$3.04M -$24.9K -181 -0.9%
IP
1749
Investment Partners
Ohio
$3.04M -$2.34K -17 -0.1%
MS
1750
Maven Securities
Jersey
$3.04M +$2.55M +18,539 +796%
68 69
70
71 72