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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1876
Intellectus Partners
California
$5.67M +$7.4K +29 +0.1%
FMTCOCP
1877
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.66M +$6.89K +27 +0.1%
MSK
1878
Melissa S. Kampmann
$5.65M -$110K -430 -2%
KP
1879
Keel Point
Alabama
$5.65M +$418K +1,637 +9%
TWP
1880
Tyche Wealth Partners
Texas
$5.65M +$57.4K +225 +1%
ICP
1881
Impact Capital Partners
Colorado
$5.64M +$562K +2,202 +13%
ZF
1882
Zhang Financial
Michigan
$5.64M +$1.53K +6 +0%
EPIMS
1883
Evelyn Partners Investment Management Services
$5.63M +$271K +1,062 +6%
GIM
1884
Gold Investment Management
Alberta, Canada
$5.63M +$66.1K +259 +1%
FIC
1885
FCG Investment Company
Tennessee
$5.62M +$64.6K +253 +1%
CCA
1886
Cobblestone Capital Advisors
New York
$5.61M +$370K +1,448 +8%
WPC
1887
White Pine Capital
Minnesota
$5.61M +$44.7K +175 +0.9%
NF
1888
Nvest Financial
New Hampshire
$5.61M +$72K +282 +1%
CCWA
1889
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.61M +$1.26M +4,941 +34%
HCM
1890
Huber Capital Management
California
$5.6M – – –
SWM
1891
Segment Wealth Management
Texas
$5.6M +$54.4K +213 +1%
NWM
1892
Northcape Wealth Management
New York
$5.6M -$117K -460 -2%
RDFA
1893
Ritter Daniher Financial Advisory
Ohio
$5.6M +$26.5K +104 +0.5%
FBC
1894
Fairfield, Bush & Co
Connecticut
$5.59M -$89.1K -349 -2%
HIC
1895
Harvey Investment Company
Kentucky
$5.58M – – –
FAP
1896
Financial Advisory Partners
Florida
$5.58M -$281K -1,100 -5%
EWM
1897
Evermay Wealth Management
Virginia
$5.57M -$54.9K -215 -1%
DA
1898
Doliver Advisors
Texas
$5.57M -$369K -1,446 -7%
LM
1899
Lincluden Management
Ontario, Canada
$5.56M -$1.33M -5,230 -21%
AAS
1900
Ameritas Advisory Services
Nebraska
$5.56M -$3.98M -15,597 -45%
74 75
76
77 78