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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
1926
Norris Perne & French
Michigan
$6.12M +$127K +410 +2%
WIC
1927
Wilkins Investment Counsel
Massachusetts
$6.1M -$111K -360 -2%
HIC
1928
Harvey Investment Company
Kentucky
$6.09M -$34.1K -110 -0.6%
FTEA
1929
Forty-three Eighteen Advisors
Arkansas
$6.08M +$5.85M +18,884 New
PWCM
1930
Processus Wealth & Capital Management
Tennessee
$6.08M +$23.8K +77 +0.4%
KF
1931
Krilogy Financial
Missouri
$6.07M +$253K +816 +4%
CH
1932
Canton Hathaway
Rhode Island
$6.07M – – –
WMA
1933
West Michigan Advisors
Michigan
$6.07M -$136K -438 -2%
DC
1934
DeDora Capital
California
$6.07M -$269K -869 -4%
AGC
1935
ARP Global Capital
$6.07M +$5.83M +18,831 New
SIA
1936
Strategic Investment Advisors
Michigan
$6.06M -$81.4K -263 -1%
WC
1937
Waterloo Capital
Texas
$6.06M -$473K -1,529 -8%
LC
1938
Legacy CG
Texas
$6.04M -$746K -2,408 -11%
FAL
1939
Focused Alpha LLC
Colorado
$6.03M +$5.8M +18,722 New
WCM
1940
Wisconsin Capital Management
Wisconsin
$6.02M +$11.1K +36 +0.2%
C
1941
Certuity
Florida
$6.02M +$206K +665 +4%
CWS
1942
Cypress Wealth Services
California
$6.02M +$2.34M +7,571 +68%
CCWA
1943
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.02M +$776K +2,507 +16%
FFS
1944
Fischer Financial Services
Pennsylvania
$6M -$117K -378 -2%
PSB
1945
Piscataqua Savings Bank
New Hampshire
$5.99M -$36.2K -117 -0.6%
SDWIA
1946
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.99M – – –
NAS
1947
NWF Advisory Services
California
$5.97M +$373K +1,206 +7%
BIP
1948
Blueprint Investment Partners
North Carolina
$5.96M +$49.5K +160 +0.9%
FAP
1949
Financial Advisory Partners
Florida
$5.96M -$172K -556 -3%
MM
1950
Morangie Management
Florida
$5.95M +$278K +897 +5%
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78
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