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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1851
SSI Investment Management
California
$1.15M -$4.22K -41 -0.4%
GFS
1852
GYL Financial Synergies
Connecticut
$1.15M +$104K +1,012 +10%
ACM
1853
Allred Capital Management
Texas
$1.15M -$1.44K -14 -0.1%
GWM
1854
Greenwich Wealth Management
Connecticut
$1.15M -$36.2K -351 -3%
HT
1855
HighTower Trust
Texas
$1.15M -$119K -1,155 -9%
MCA
1856
Mercer Capital Advisers
New Jersey
$1.14M -$30.9K -300 -3%
BOE
1857
Bank of Edwardsville
Illinois
$1.13M +$1.15M +11,195 New
GFP
1858
Gryphon Financial Partners
Ohio
$1.13M -$1.59M -15,402 -58%
AP
1859
Atwood & Palmer
Missouri
$1.12M – – –
BHBT
1860
Burke & Herbert Bank & Trust
Virginia
$1.12M – – –
SCA
1861
Sippican Capital Advisors
Massachusetts
$1.11M +$23.2K +225 +2%
TMC
1862
Trellus Management Company
Florida
$1.11M – – –
CCM
1863
Community Capital Management
Florida
$1.11M +$130K +1,258 +13%
AIP
1864
Ahrens Investment Partners
Louisiana
$1.11M +$182K +1,770 +19%
PB
1865
Pinnacle Bancorp
Nebraska
$1.11M +$2.06K +20 +0.2%
BWM
1866
BerganKDV Wealth Management
Minnesota
$1.1M -$11K -107 -1%
WWM
1867
Windsor Wealth Management
Indiana
$1.1M -$428K -4,152 -28%
MPPLM
1868
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M +$30.7K +298 +3%
AFA
1869
Abacus FCF Advisors
Florida
$1.1M +$53.4K +518 +5%
SGAM
1870
Smith Group Asset Management
Texas
$1.1M -$26.5M -257,108 -96%
CMI
1871
Clare Market Investments
Texas
$1.1M +$125K +1,209 +13%
KJWM
1872
Kiley Juergens Wealth Management
Washington
$1.1M +$81.9K +795 +8%
THWM
1873
Taylor Hoffman Wealth Management
Virginia
$1.09M -$51.4K -499 -4%
IWC
1874
Integrated Wealth Concepts
Massachusetts
$1.09M +$139K +1,354 +14%
TCM
1875
Tributary Capital Management
Nebraska
$1.09M -$155K -1,500 -12%
73 74
75
76 77