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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2126
Summit Wealth & Retirement Planning
California
$1.66M +$680K +4,604 +61%
OIM
2127
Oder Investment Management
California
$1.65M +$266K +1,805 +17%
FNBOSM
2128
First National Bank of South Miami
Florida
$1.65M +$112K +758 +7%
BST
2129
Bath Savings Trust
Maine
$1.65M -$7.38K -50 -0.4%
JDR
2130
Jay D. Rosenbaum
$1.65M +$8.12K +55 +0.5%
CI
2131
CX Institutional
Indiana
$1.64M +$62.9K +426 +4%
AFC
2132
AFT Forsyth & Company
Florida
$1.64M -$108K -734 -6%
LJCM
2133
Lee Johnson Capital Management
Texas
$1.64M +$658K +4,458 +59%
SG
2134
Stonnington Group
California
$1.64M -$1.08M -7,291 -37%
HP
2135
Holowesko Partners
Bahamas
$1.64M +$295K +2,000 +20%
GCM
2136
Granby Capital Management
Florida
$1.64M +$1.77M +12,000 New
ARC
2137
Advisor Resource Council
Texas
$1.63M -$2.42M -16,425 -58%
PMA
2138
Prudent Man Advisors
Illinois
$1.62M +$806K +5,462 +85%
MCAI
2139
Members Capital Advisors Inc
Wisconsin
$1.62M – – –
CB
2140
Cadence Bank
Mississippi
$1.62M +$15.9K +108 +0.9%
AWA
2141
Acorn Wealth Advisors
Michigan
$1.61M +$5.02K +34 +0.3%
WDC
2142
Woodward Diversified Capital
California
$1.61M +$151K +1,023 +9%
SIA
2143
Strategic Investment Advisors
Michigan
$1.61M +$50.9K +345 +3%
VCM
2144
Virtue Capital Management
Tennessee
$1.61M +$448K +3,033 +35%
CIM
2145
Caldwell Investment Management
Ontario, Canada
$1.61M +$1.69M +11,460 New
PWM
2146
Palumbo Wealth Management
New York
$1.6M +$44.6K +302 +3%
TGAM
2147
TBH Global Asset Management
Tennessee
$1.6M +$76.6K +519 +5%
BAS
2148
Brown Advisory Securities
Maryland
$1.6M -$572K -3,876 -25%
ICM
2149
IMS Capital Management
Oregon
$1.6M +$441K +2,988 +34%
AA
2150
Aire Advisors
California
$1.59M -$27.2K -184 -2%
84 85
86
87 88