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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2101
Brown Capital Management
Maryland
$687K -$2.43K -22 -0.4%
CFS
2102
CRA Financial Services
New Jersey
$687K +$11.8K +107 +2%
TVAMP
2103
Tennessee Valley Asset Management Partners
Tennessee
$687K +$44.7K +405 +7%
BCA
2104
Berman Capital Advisors
Georgia
$683K +$98.2K +891 +17%
CW
2105
CreativeOne Wealth
Kansas
$682K +$222K +2,017 +49%
SA
2106
Shilanski & Associates
Alaska
$681K +$671K +6,090 New
WA
2107
Waverly Advisors
Alabama
$680K +$108K +983 +19%
TI
2108
Truehand Inc
New Hampshire
$679K -$3.42K -31 -0.5%
RHDIC
2109
R.H. Dinel Investment Counsel
California
$679K – – –
BST
2110
Bath Savings Trust
Maine
$678K +$36.5K +331 +6%
RL
2111
Ruffer LLP
United Kingdom
$677K -$61.5K -558 -8%
GIM
2112
Groesbeck Investment Management
New Jersey
$676K -$118K -1,074 -15%
GIA
2113
Gladstone Institutional Advisory
Florida
$676K +$262K +2,372 +65%
HHGA
2114
Halbert Hargrove Global Advisors
California
$673K -$12.8K -116 -2%
SBA
2115
Secrest Blakey & Associates
North Carolina
$672K +$25K +227 +4%
PAWC
2116
P.A.W. Capital
Connecticut
$671K – – –
BIA
2117
BHK Investment Advisors
Alabama
$668K +$110K +1,002 +20%
HH
2118
HWG Holdings
Texas
$665K +$656K +5,949 New
P
2119
&Partners
Tennessee
$661K -$60.4K -548 -8%
SBWM
2120
Sunflower Bank Wealth Management
Arizona
$661K – – –
FAM
2121
Formidable Asset Management
Ohio
$659K +$631K +5,724 New
ONST
2122
Old North State Trust
North Carolina
$656K +$3.64K +33 +0.6%
BHA
2123
Beech Hill Advisors
New York
$655K – – –
MWM
2124
Merriman Wealth Management
Washington
$652K +$2.31K +21 +0.4%
SWP
2125
Strategic Wealth Partners
Ohio
$652K -$20.3K -184 -3%
83 84
85
86 87