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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
1826
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.3M +$13.6K +120 +1%
GWM
1827
Greenwich Wealth Management
Connecticut
$1.3M -$51.7K -457 -4%
THWM
1828
Taylor Hoffman Wealth Management
Virginia
$1.3M +$168K +1,486 +16%
TMC
1829
Trellus Management Company
Florida
$1.29M – – –
BWM
1830
BerganKDV Wealth Management
Minnesota
$1.29M +$14.8K +131 +1%
FTI
1831
Fiduciary Trust International
Massachusetts
$1.29M -$208K -1,843 -14%
SXL
1832
Summit X LLC
Missouri
$1.29M +$27.6K +244 +2%
BST
1833
Bath Savings Trust
Maine
$1.28M +$548K +4,848 +80%
BHBT
1834
Burke & Herbert Bank & Trust
Virginia
$1.28M -$7.92K -70 -0.6%
SC
1835
Saturna Capital
Washington
$1.28M -$153K -1,350 -11%
WCM
1836
WealthBridge Capital Management
Ohio
$1.28M +$121K +1,074 +11%
PB
1837
Pinnacle Bancorp
Nebraska
$1.27M +$26.2K +232 +2%
WAP
1838
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$68.7K +607 +6%
PWPS
1839
Pinnacle Wealth Planning Services
Ohio
$1.27M +$265K +2,347 +28%
VIA
1840
Vident Investment Advisory
Georgia
$1.25M -$31.2K -276 -3%
SCA
1841
Sippican Capital Advisors
Massachusetts
$1.25M -$19.8K -175 -2%
SWA
1842
Sutton Wealth Advisors
Florida
$1.25M +$23.6K +209 +2%
RP
1843
Rowlandmiller & Partners
Georgia
$1.23M +$29.7K +263 +3%
GCMG
1844
Gyroscope Capital Management Group
Florida
$1.23M -$45.2K -400 -4%
RG
1845
Rikoon Group
New Mexico
$1.23M +$566 +5 +0%
SWA
1846
SFMG Wealth Advisors
Texas
$1.23M +$6.79K +60 +0.6%
SFG
1847
Summit Financial Group
West Virginia
$1.23M +$39K +345 +3%
AIM
1848
Acropolis Investment Management
Missouri
$1.22M +$39.8K +352 +4%
OFS
1849
Orrstown Financial Services
Pennsylvania
$1.22M +$37.8K +334 +3%
BCA
1850
Bay Colony Advisors
Massachusetts
$1.22M +$399K +3,530 +52%
72 73
74
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