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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAG
676
ARS Wealth Advisors Group
Florida
$25.1M -$496K -2,354 -2%
BRWA
677
B. Riley Wealth Advisors
Florida
$25.1M -$4.51M -21,425 -15%
PMG
678
ProVise Management Group
Florida
$25M -$46.5K -221 -0.2%
VIM
679
Vinva Investment Management
Australia
$25M +$2.79M +13,242 +13%
KWM
680
Kingsview Wealth Management
Oregon
$24.9M +$598K +2,839 +2%
PAS
681
Park Avenue Securities
New York
$24.8M -$1.21M -5,768 -5%
OCBCO
682
Oversea-Chinese Banking Corp (OCBC)
Singapore
$24.7M -$5.95M -28,225 -19%
NRG
683
Nemes Rush Group
Michigan
$24.7M -$462K -2,194 -2%
CHAM
684
Clear Harbor Asset Management
Connecticut
$24.6M -$103K -491 -0.4%
AHC
685
Adell Harriman & Carpenter
Texas
$24.6M +$321K +1,523 +1%
EIP
686
Easterly Investment Partners
Massachusetts
$24.5M -$1.18M -5,603 -5%
CA
687
Callahan Advisors
Texas
$24.4M -$1.96M -9,315 -7%
PCMF
688
Private Capital Management (Florida)
Florida
$24.2M -$197K -933 -0.8%
AF
689
Alerus Financial
North Dakota
$24.2M -$781K -3,707 -3%
AIM
690
Avity Investment Management
Connecticut
$24.2M -$62.6K -297 -0.3%
RP
691
Regal Partners
Australia
$24M -$6.31M -29,939 -21%
JMFC
692
J.M. Forbes & Co
Massachusetts
$24M -$160K -759 -0.7%
VV
693
Verity & Verity
South Carolina
$24M -$271K -1,285 -1%
DMC
694
Drexel Morgan & Co
Pennsylvania
$24M – – –
PCA
695
Pallas Capital Advisors
Massachusetts
$23.9M +$832K +3,952 +4%
BWFA
696
Baltimore-Washington Financial Advisors
Maryland
$23.9M +$551K +2,617 +2%
FIA
697
Foundations Investment Advisors
Arizona
$23.9M +$3.83M +18,182 +19%
MA
698
Mutual Advisors
Nebraska
$23.8M +$94.2K +447 +0.4%
CFIA
699
Cantor Fitzgerald Investment Advisors
New York
$23.8M +$328K +1,556 +1%
CIA
700
Choate Investment Advisors
Massachusetts
$23.8M +$210K +997 +0.9%
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