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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
876
King Wealth Management Group
Florida
$23.2M -$30.4K -119 -0.1%
BHWM
877
Bar Harbor Wealth Management
New Hampshire
$23.1M -$575K -2,254 -3%
AMBIA
878
Allen Mooney & Barnes Investment Advisors
Georgia
$23M +$187K +731 +0.9%
WANY
879
Wealthspire Advisors (New York)
New York
$23M +$523K +2,051 +3%
JWBC
880
J.W. Burns & Co
New York
$23M +$1.29M +5,070 +7%
PAM
881
Palisade Asset Management
Minnesota
$23M -$410K -1,605 -2%
LCM
882
Logan Capital Management
Pennsylvania
$22.9M -$2.09M -8,192 -9%
S
883
SignatureFD
Georgia
$22.8M +$681K +2,668 +4%
BCV
884
Banque Cantonale Vaudoise
Switzerland
$22.8M -$257K -1,006 -1%
CA
885
Cullinan Associates
Kentucky
$22.7M -$521K -2,041 -3%
WCM
886
Whitener Capital Management
North Carolina
$22.7M -$296K -1,161 -1%
NAAA
887
New Age Alpha Advisors
New York
$22.6M +$4.92M +19,264 +33%
MIA
888
MainStreet Investment Advisors
Illinois
$22.6M -$492K -1,928 -2%
CFO
889
Callan Family Office
Pennsylvania
$22.5M +$11.3M +44,097 +131%
SW
890
SlateStone Wealth
Florida
$22.5M +$742K +2,906 +4%
TFA
891
Teamwork Financial Advisors
Texas
$22.4M -$7.14K -28 -0%
BG
892
BDF Gestion
France
$22.4M +$1.28M +5,000 +7%
NSAM
893
North Star Asset Management
Wisconsin
$22.4M +$364K +1,425 +2%
TFS
894
Thoroughbred Financial Services
Tennessee
$22.2M -$7.15M -28,030 -27%
FFBTD
895
First Financial Bank - Trust Division
Ohio
$22.2M +$85.7K +336 +0.4%
PF
896
Phoenix Financial
Israel
$22.2M +$2.27M +8,912 +13%
MC
897
Middleton & Co
Massachusetts
$22.2M -$1.36M -5,328 -7%
RC
898
RBO & Co
California
$22.1M -$8.15M -31,942 -29%
BBI
899
Baxter Bros Inc
Connecticut
$22.1M -$282K -1,105 -1%
UAS
900
United Asset Strategies
New York
$22.1M +$1.59M +6,238 +9%
34 35
36
37 38