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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
2076
Boston Research & Management
Massachusetts
$731K -$53.1K -437 -5%
IIM
2077
Ironwood Investment Management
Massachusetts
$729K -$121K -1,000 -11%
MGWM
2078
Marks Group Wealth Management
Minnesota
$728K +$6.44K +53 +0.7%
TCB
2079
Texas Capital Bancshares
Texas
$722K – – –
SCP
2080
Silverleafe Capital Partners
Tennessee
$721K -$3.23M -26,574 -77%
MSS
2081
Mitchell Sinkler & Starr
Pennsylvania
$721K +$18.2K +150 +2%
AP
2082
Atwood & Palmer
Missouri
$721K +$21.3K +175 +2%
WA
2083
Wambolt & Associates
Colorado
$721K +$297K +2,442 +44%
AGA
2084
Accuvest Global Advisors
Utah
$721K +$961K +7,912 +8,242%
AIM
2085
Alhambra Investment Management
Florida
$720K +$1.22K +10 +0.1%
GCM
2086
GoodHaven Capital Management
New Jersey
$720K +$972K +8,000 New
CNBT
2087
Cornerstone National Bank & Trust
Illinois
$716K -$102K -841 -10%
EWM
2088
Empirical Wealth Management
Washington
$715K -$72.5K -597 -7%
DA
2089
Doliver Advisors
Texas
$715K +$121K +996 +15%
CG
2090
CFO4Life Group
Texas
$713K -$32.4K -267 -3%
ACM
2091
Armbruster Capital Management
New York
$707K +$6.32K +52 +0.7%
GPA
2092
Garrison Point Advisors
California
$706K -$17K -140 -2%
PFS
2093
Physicians Financial Services
North Carolina
$706K +$59.8K +492 +7%
MWM
2094
Minot Wealth Management
Massachusetts
$702K -$1.28M -10,502 -57%
SM
2095
Salzhauer Michael
$699K -$13.6M -111,754 -94%
S
2096
Seeyond
France
$699K -$862K -7,092 -39%
GWCM
2097
Godshalk Welsh Capital Management
Pennsylvania
$699K -$18.2K -150 -2%
WKWM
2098
Walter & Keenan Wealth Management
Indiana
$697K -$6.73M -55,359 -87%
AMCA
2099
Arthur M. Cohen & Associates
Illinois
$697K -$83.1K -684 -8%
CM
2100
Columbus Macro
Pennsylvania
$695K -$107K -877 -10%
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84
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