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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
876
Belpointe Asset Management
Nevada
$10.2M +$1.58M +12,465 +20%
NRC
877
New Republic Capital
North Carolina
$10.1M +$9.57M +75,557 New
ECM
878
Everence Capital Management
Indiana
$10.1M -$769K -6,070 -7%
CCG
879
Cypress Capital Group
Florida
$10M -$283K -2,234 -3%
NSEDCP
880
NJ State Employees Deferred Compensation Plan
New Jersey
$10M -$469K -3,700 -5%
BS
881
Boenning & Scattergood
Pennsylvania
$10M -$104K -820 -1%
KWMG
882
King Wealth Management Group
Florida
$9.97M -$459K -3,621 -5%
SIC
883
SFE Investment Counsel
California
$9.97M -$397K -3,133 -4%
AWAG
884
ARS Wealth Advisors Group
Florida
$9.94M -$447K -3,529 -5%
SFI
885
Siemens Fonds Invest
Germany
$9.94M -$144K -1,133 -2%
BFG
886
Bleakley Financial Group
New Jersey
$9.92M +$9.37M +73,945 New
CT
887
Caldwell Trust
Florida
$9.86M -$196K -1,543 -2%
WSCM
888
Wellington Shields Capital Management
New York
$9.81M +$3.02M +23,869 +15%
CK
889
Cohen Klingenstein
New York
$9.75M – – –
ST
890
Spinnaker Trust
Maine
$9.74M +$130K +1,027 +1%
WF
891
WoodTrust Financial
Wisconsin
$9.74M -$169K -1,333 -2%
BWM
892
Buckley Wealth Management
Nevada
$9.73M -$377K -2,976 -4%
JWM
893
JGP Wealth Management
Oregon
$9.73M +$131K +1,037 +1%
LPT
894
Legacy Private Trust
Wisconsin
$9.71M +$383K +3,019 +4%
TCOT
895
Trust Company of Toledo
Ohio
$9.68M +$79.7K +629 +0.9%
PWM
896
Perigon Wealth Management
California
$9.67M +$751K +5,928 +9%
SAM
897
Strategy Asset Managers
California
$9.6M -$106K -840 -1%
VAS
898
Valicenti Advisory Services
New York
$9.58M -$168K -1,329 -2%
PCIA
899
Prime Capital Investment Advisors
Kansas
$9.56M -$3.06M -24,135 -25%
TF
900
Tompkins Financial
New York
$9.56M -$153K -1,206 -2%
34 35
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37 38