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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
876
Biondo Investment Advisors
Pennsylvania
$22.9M -$678K -2,233 -3%
MHS
877
M Holdings Securities
Oregon
$22.8M +$345K +1,136 +2%
CWP
878
Cyndeo Wealth Partners
Florida
$22.8M -$5.61M -18,485 -19%
PAM
879
Peak Asset Management
Colorado
$22.7M -$589K -1,940 -2%
WCM
880
Whitener Capital Management
North Carolina
$22.6M -$272K -895 -1%
SW
881
SlateStone Wealth
Florida
$22.6M -$372K -1,225 -2%
CC
882
Courier Capital
New York
$22.6M -$534K -1,761 -2%
RSWM
883
Robertson Stephens Wealth Management
California
$22.5M -$6.68M -22,000 -22%
LW
884
Linscomb Wealth
Texas
$22.5M -$5.91M -19,484 -20%
FCIM
885
Fairview Capital Investment Management
California
$22.5M +$21.6M +71,120 +1,312%
AAM
886
Advisors Asset Management
Colorado
$22.5M +$180K +593 +0.8%
LPT
887
Legacy Private Trust
Wisconsin
$22.5M -$422K -1,389 -2%
NCM
888
Novare Capital Management
North Carolina
$22.4M -$1.06M -3,509 -4%
BBI
889
Baxter Bros Inc
Connecticut
$22.3M -$632K -2,081 -3%
BHWM
890
Bar Harbor Wealth Management
New Hampshire
$22.3M -$405K -1,333 -2%
AFG
891
Atomi Financial Group
New York
$22.3M -$1.22M -4,028 -5%
MYAM
892
Meiji Yasuda Asset Management
Japan
$22.3M -$752K -2,478 -3%
YIH
893
Y-Intercept (HK)
Hong Kong
$22.3M +$8.1M +26,686 +54%
BCM
894
BTC Capital Management
Iowa
$22.3M -$434K -1,431 -2%
PAM
895
Palisade Asset Management
Minnesota
$22.2M +$18.2K +60 +0.1%
SFI
896
Siemens Fonds Invest
Germany
$22.2M -$776K -2,556 -3%
DWM
897
Diversify Wealth Management
Utah
$22.1M +$11.7M +38,634 +117%
UAS
898
United Asset Strategies
New York
$22.1M +$89.5K +295 +0.4%
CWM
899
Circle Wealth Management
New Jersey
$22M +$652K +2,149 +3%
MGIA
900
Moneta Group Investment Advisors
Missouri
$22M +$142K +468 +0.6%
34 35
36
37 38