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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1801
Lake Street Advisors Group
New Hampshire
$1.21M +$109K +1,021 +9%
RG
1802
Renaissance Group
Kentucky
$1.21M -$1.3M -12,159 -50%
DC
1803
DeDora Capital
California
$1.21M -$4.9K -46 -0.4%
PFBT
1804
Parkside Financial Bank & Trust
Missouri
$1.21M +$45.1K +423 +4%
GVAG
1805
Great Valley Advisor Group
Delaware
$1.2M +$1.33M +12,467 New
TCM
1806
Tributary Capital Management
Nebraska
$1.2M – – –
CHJWM
1807
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M +$66.6K +625 +5%
HJMC
1808
Hellman Jordan Management Company
Massachusetts
$1.2M +$653K +6,128 +100%
NFG
1809
Next Financial Group
Texas
$1.2M +$410K +3,846 +46%
LOAMS
1810
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.18M -$362K -3,401 -22%
AI
1811
Accredited Investors
Minnesota
$1.18M +$63.5K +596 +5%
GRQ
1812
Gardner Russo & Quinn
Pennsylvania
$1.17M +$51.1K +480 +4%
LFASL
1813
Lugano Financial Advisors SA (LFA)
Switzerland
$1.17M – – –
CASB
1814
Cape Ann Savings Bank
Massachusetts
$1.17M -$7.46K -70 -0.6%
SWA
1815
Stratos Wealth Advisors
Ohio
$1.17M +$1.27M +11,945 New
MWM
1816
Mission Wealth Management
California
$1.16M +$59.5K +558 +5%
OIM
1817
Orca Investment Management
Oregon
$1.15M +$31.5K +296 +3%
GCMG
1818
Gyroscope Capital Management Group
Florida
$1.15M +$41.3K +388 +3%
FCMT
1819
Founders Capital Management (Texas)
Texas
$1.14M -$16.2K -152 -1%
GWM
1820
Greenwich Wealth Management
Connecticut
$1.14M +$4.16K +39 +0.3%
RIA
1821
Regal Investment Advisors
Michigan
$1.14M +$516K +4,839 +71%
PWAP
1822
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.14M -$31.1K -292 -2%
MIS
1823
Morningstar Investment Services
Illinois
$1.14M +$60.9K +572 +5%
AIC
1824
Ayalon Insurance Company
Israel
$1.13M – – –
MFBTD
1825
MB Financial Bank - Trust Department
Illinois
$1.13M -$305K -2,867 -20%
71 72
73
74 75