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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
876
King Wealth Management Group
Florida
$8.72M +$273K +2,203 +3%
SFI
877
Siemens Fonds Invest
Germany
$8.71M -$91.1K -735 -0.9%
GC
878
Gratus Capital
Georgia
$8.7M +$594K +4,792 +7%
AMBIA
879
Allen Mooney & Barnes Investment Advisors
Georgia
$8.7M +$459K +3,701 +5%
VFM
880
Viking Fund Management
North Dakota
$8.67M +$1.67M +13,500 +21%
PAIM
881
Punch & Associates Investment Management
Minnesota
$8.65M -$83K -670 -0.9%
EVM
882
Evelyn V. Moreno
$8.65M -$101K -813 -1%
MA
883
Mutual Advisors
Nebraska
$8.64M +$968K +7,815 +11%
BAM
884
Belpointe Asset Management
Nevada
$8.61M +$3.51M +28,336 +57%
WCM
885
Whitener Capital Management
North Carolina
$8.61M +$216K +1,742 +2%
CT
886
Caldwell Trust
Florida
$8.59M +$421K +3,398 +5%
CAMG
887
CWA Asset Management Group
Florida
$8.59M +$510K +4,115 +6%
YL
888
YCG LLC
Texas
$8.59M +$7.93K +64 +0.1%
BWM
889
Buckley Wealth Management
Nevada
$8.57M +$2.28M +18,394 +32%
JAM
890
JCIC Asset Management
Ontario, Canada
$8.56M -$939K -7,580 -9%
HVIA
891
Hudson Valley Investment Advisors
New York
$8.55M -$385K -3,106 -4%
SWM
892
Segment Wealth Management
Texas
$8.53M +$449K +3,623 +5%
SAM
893
Strategy Asset Managers
California
$8.52M -$80K -646 -0.8%
GIA
894
GHP Investment Advisors
Colorado
$8.4M -$35.1K -283 -0.4%
GC
895
Grimes & Company
Massachusetts
$8.37M +$307K +2,476 +3%
WSCM
896
Wellington Shields Capital Management
New York
$8.35M -$2.48M -20,007 -11%
SIC
897
SFE Investment Counsel
California
$8.35M +$459K +3,708 +5%
PI
898
Pettee Investors
Connecticut
$8.33M +$1.74K +14 +0%
RIM
899
Redpoint Investment Management
Australia
$8.29M +$129K +1,042 +1%
BS
900
Boenning & Scattergood
Pennsylvania
$8.26M -$2.11K -17 -0%
34 35
36
37 38