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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCAI
2151
Members Capital Advisors Inc
Wisconsin
$1.34M – – –
EWS
2152
Evergreen Wealth Solutions
Pennsylvania
$1.33M +$36.5K +295 +3%
FAM
2153
Formidable Asset Management
Ohio
$1.33M +$70.7K +571 +5%
PMFA
2154
Plante Moran Financial Advisors
Michigan
$1.32M -$68.3K -551 -4%
PMA
2155
Prudent Man Advisors
Illinois
$1.32M -$17.3K -140 -1%
BB
2156
Bell Bank
North Dakota
$1.32M +$372K +3,002 +34%
TC
2157
Trust Company
Kansas
$1.32M +$90.6K +731 +7%
AFC
2158
AFT Forsyth & Company
Florida
$1.32M -$43.4K -350 -3%
VWM
2159
Vigilare Wealth Management
Arizona
$1.32M +$850K +6,857 +142%
WA
2160
Waverly Advisors
Alabama
$1.31M +$61.2K +494 +4%
AWA
2161
Acorn Wealth Advisors
Michigan
$1.31M -$22.1K -178 -2%
4WM
2162
44 Wealth Management
Oregon
$1.31M +$216K +1,746 +18%
MCM
2163
Mainstay Capital Management
Michigan
$1.31M – – –
FDS
2164
First Dallas Securities
Texas
$1.31M +$38.4K +310 +3%
SJIM
2165
St. Johns Investment Management
Florida
$1.3M +$23.7K +191 +2%
BCAM
2166
Boston Common Asset Management
Massachusetts
$1.3M +$9.29K +75 +0.7%
GWCM
2167
Godshalk Welsh Capital Management
Pennsylvania
$1.3M -$12.4K -100 -0.9%
BIA
2168
BHK Investment Advisors
Alabama
$1.3M +$197K +1,590 +16%
CQS
2169
Credential Qtrade Securities
$1.3M +$1.05M +8,457 +277%
HFG
2170
Heron Financial Group
New York
$1.29M +$743 +6 +0.1%
TCB
2171
Texas Capital Bancshares
Texas
$1.29M +$191K +1,542 +16%
CRWM
2172
Castle Rock Wealth Management
California
$1.29M +$686K +5,535 +96%
HFP
2173
Holistic Financial Partners
Indiana
$1.29M -$192K -1,551 -12%
CI
2174
CX Institutional
Indiana
$1.29M -$74.7K -603 -5%
CIM
2175
Caldwell Investment Management
Ontario, Canada
$1.29M – – –
85 86
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88 89