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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
876
BTC Capital Management
Iowa
$24.7M +$1.18M +3,952 +5%
BHWM
877
Bar Harbor Wealth Management
New Hampshire
$24.7M -$430K -1,447 -2%
NSAM
878
North Star Asset Management
Wisconsin
$24.7M +$340K +1,143 +1%
CWM
879
Calamos Wealth Management
Illinois
$24.6M +$772K +2,595 +3%
DR
880
Davis Rea
Ontario, Canada
$24.6M -$2.3M -7,725 -9%
WIC
881
Willis Investment Counsel
Georgia
$24.6M +$2.69M +9,059 +13%
WCM
882
Whitener Capital Management
North Carolina
$24.6M -$118K -397 -0.5%
AFCM
883
Applied Finance Capital Management
Puerto Rico
$24.6M -$5.41M -18,192 -19%
TFS
884
Thoroughbred Financial Services
Tennessee
$24.4M +$224K +753 +1%
SW
885
SteelPeak Wealth
California
$24.4M +$3.47M +11,682 +18%
LCM
886
Logan Capital Management
Pennsylvania
$24.4M -$517K -1,740 -2%
SW
887
SlateStone Wealth
Florida
$24.4M -$117K -394 -0.5%
JC
888
JB Capital
Connecticut
$24.3M +$682K +2,294 +3%
ELC
889
Edgar Lomax Company
Virginia
$24.2M -$6.65M -22,345 -23%
GIM
890
Generate Investment Management
New Zealand
$24.1M -$2.23M -7,487 -9%
MAS
891
Meeder Advisory Services
Ohio
$24.1M +$914K +3,073 +4%
CIA
892
CCM Investment Advisers
South Carolina
$24M +$365K +1,228 +2%
NO
893
Ninety One
South Africa
$24M +$11M +37,021 +94%
GWMR
894
GC Wealth Management RIA
Massachusetts
$23.9M +$8.3M +27,913 +58%
SWP
895
Sagespring Wealth Partners
Tennessee
$23.9M +$551K +1,852 +3%
VA
896
VestGen Advisors
Illinois
$23.9M +$3.53M +11,856 +19%
NAAA
897
New Age Alpha Advisors
New York
$23.9M -$658K -2,213 -3%
JAG
898
Journey Advisory Group
Kentucky
$23.9M +$238K +800 +1%
EWM
899
Empirical Wealth Management
Washington
$23.9M +$2.17M +7,281 +11%
CFO
900
Callan Family Office
Pennsylvania
$23.8M -$626K -2,105 -3%
34 35
36
37 38