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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1876
Intact Investment Management
Quebec, Canada
$793K – – –
PCM
1877
Penserra Capital Management
California
$792K +$102K +1,004 +16%
SP
1878
SWS Partners
Ohio
$792K +$750K +7,408 New
GI
1879
GS Investments
Minnesota
$791K – – –
AFNAS
1880
American Financial Network Advisory Services
California
$791K -$183K -1,811 -20%
CCB
1881
Cutter & Co Brokerage
Missouri
$791K +$35.4K +350 +5%
WSL
1882
Western Standard LLC
California
$781K – – –
RW
1883
REDW Wealth
New Mexico
$780K – – –
PCM
1884
Pointe Capital Management
Michigan
$779K +$20.3K +200 +3%
SIA
1885
Starfire Investment Advisers
Michigan
$779K +$737K +7,283 New
KWA
1886
KCS Wealth Advisory
California
$778K +$737K +7,274 New
SBWM
1887
Sunflower Bank Wealth Management
Arizona
$776K – – –
RP
1888
Reinhart Partners
Wisconsin
$771K -$3.04K -30 -0.4%
PL
1889
Plancorp LLC
Missouri
$771K +$42.4K +419 +6%
SC
1890
Slow Capital
California
$770K +$729K +7,204 New
CAS
1891
Cue Advisory Services
Arizona
$769K -$11.1K -110 -2%
WDL
1892
Well Done LLC
Michigan
$768K +$30.1K +297 +4%
TF
1893
TLWM Financial
Texas
$766K +$726K +7,166 New
SXL
1894
Summit X LLC
Missouri
$763K +$9.62K +95 +1%
BBA
1895
Braun-Bostich & Associates
Pennsylvania
$759K +$718K +7,093 New
CAM
1896
Concorde Asset Management
Michigan
$758K -$546K -5,389 -43%
AF
1897
Affiance Financial
Minnesota
$753K +$4.35K +43 +0.6%
CIM
1898
Confluence Investment Management
Missouri
$751K -$16.8K -166 -2%
MM
1899
Midas Management
New York
$749K -$122K -1,200 -15%
PWM
1900
Paulson Wealth Management
Illinois
$749K +$709K +7,007 New
74 75
76
77 78