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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1726
Martin Capital Partners
Oregon
$6.9M -$50.7K -167 -0.7%
SWM
1727
Scissortail Wealth Management
Oklahoma
$6.9M -$1.34M -4,424 -16%
RW
1728
Rockport Wealth
Ohio
$6.9M +$78.6K +259 +1%
PRS
1729
Pinkerton Retirement Specialists
Idaho
$6.89M -$87.7K -289 -1%
RSS
1730
Rosenblum Silverman Sutton
California
$6.89M -$25.5K -84 -0.4%
GJWM
1731
Gilliland Jeter Wealth Management
Arkansas
$6.86M -$71.9K -237 -1%
AO
1732
Advisor OS
Illinois
$6.85M -$216K -711 -3%
KIM
1733
Kestra Investment Management
Texas
$6.85M -$2.35M -7,753 -25%
SCM
1734
Stevens Capital Management
Pennsylvania
$6.85M +$6.22M +20,495 +737%
SIAP
1735
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.84M -$347K -1,145 -5%
PBC
1736
Pavion Blue Capital
California
$6.79M -$112K -368 -2%
SOAMC
1737
Spirit of America Management Corp
New York
$6.79M +$152K +500 +2%
HAC
1738
Harbor Advisory Corp
New Hampshire
$6.79M -$842K -2,775 -11%
BEC
1739
Blue Edge Capital
Virginia
$6.79M -$2.43K -8 -0%
SLC
1740
Second Line Capital
Louisiana
$6.77M -$309K -1,018 -4%
GKWIM
1741
Gerber Kawasaki Wealth & Investment Management
California
$6.77M -$241K -793 -3%
PCTC
1742
Perkins Coie Trust Company
Washington
$6.77M +$218K +718 +3%
MCC
1743
Malaga Cove Capital
California
$6.77M -$61.3K -202 -0.9%
UAG
1744
United Advisor Group
Ohio
$6.77M +$561K +1,850 +9%
EC
1745
Enhancing Capital
Pennsylvania
$6.77M – – –
LS
1746
Leelyn Smith
Illinois
$6.76M +$437K +1,441 +7%
VWMG
1747
Virginia Wealth Management Group
Virginia
$6.75M -$157K -518 -2%
MAM
1748
Montchanin Asset Management
Delaware
$6.75M +$6.96M +22,947 New
EPW
1749
Evergreen Private Wealth
Colorado
$6.74M -$214K -705 -3%
CCP
1750
Cane Capital Partners
Louisiana
$6.74M +$303K +998 +5%
68 69
70
71 72