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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
876
Venturi Wealth Management
Texas
$26M +$154K +497 +0.6%
MK
877
MASTERINVEST Kapitalanlage
$26M +$3.43M +11,037 +16%
DWM
878
Diversify Wealth Management
Utah
$25.9M +$338K +1,090 +2%
DAS
879
Diversify Advisory Services
Utah
$25.9M +$21.2M +68,151 +1,505%
MA
880
Montag & Associates
Georgia
$25.9M -$992K -3,195 -4%
TFS
881
Thoroughbred Financial Services
Tennessee
$25.8M +$72.4K +233 +0.3%
NDSIB
882
North Dakota State Investment Board
North Dakota
$25.8M +$31.7K +102 +0.1%
AAM
883
Advisors Asset Management
Colorado
$25.7M +$657K +2,116 +3%
CCG
884
Cypress Capital Group
Florida
$25.6M +$1.99M +6,396 +9%
WIC
885
Willis Investment Counsel
Georgia
$25.5M -$25.2K -81 -0.1%
SW
886
SlateStone Wealth
Florida
$25.4M +$298K +960 +1%
JWBC
887
J.W. Burns & Co
New York
$25.4M -$490K -1,579 -2%
CWP
888
Cyndeo Wealth Partners
Florida
$25.4M -$12.1K -39 -0.1%
AFG
889
Atomi Financial Group
New York
$25.3M +$407K +1,312 +2%
JC
890
JB Capital
Connecticut
$25.2M +$1.28M +4,115 +6%
WCM
891
Whitener Capital Management
North Carolina
$25.2M +$63.7K +205 +0.3%
TW
892
Trajan Wealth
Arizona
$25.2M +$2.73M +8,801 +13%
BBI
893
Baxter Bros Inc
Connecticut
$25.2M +$308K +993 +1%
MGIA
894
Moneta Group Investment Advisors
Missouri
$25M +$513K +1,651 +2%
WTB
895
Washington Trust Bank
Washington
$25M -$2.96M -9,518 -11%
PAI
896
Pittenger & Anderson Inc
Nebraska
$24.9M +$657K +2,117 +3%
SWP
897
Sagespring Wealth Partners
Tennessee
$24.8M +$558K +1,797 +2%
MHS
898
M Holdings Securities
Oregon
$24.7M -$315K -1,014 -1%
BHWM
899
Bar Harbor Wealth Management
New Hampshire
$24.7M -$139K -446 -0.6%
LPT
900
Legacy Private Trust
Wisconsin
$24.7M -$330K -1,063 -1%
34 35
36
37 38