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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
926
Journey Advisory Group
Kentucky
$10.1M +$280K +2,035 +3%
BWM
927
Buckley Wealth Management
Nevada
$10.1M -$34.5K -251 -0.4%
PWW
928
Pettyjohn Wood & White
Virginia
$10.1M +$81.7K +594 +0.9%
PI
929
PEAK6 Investments
Illinois
$10.1M -$7.02M -51,059 -42%
BWP
930
Baldwin Wealth Partners
Massachusetts
$10.1M +$896K +6,517 +10%
FM
931
Freemont Management
Switzerland
$10M – – –
PA
932
Procyon Advisors
Connecticut
$10M +$2.01M +14,628 +27%
C
933
Certuity
Florida
$10M +$441K +3,206 +5%
AA
934
Altrafin AG
$10M -$725K -5,268 -7%
DAS
935
Dynamic Advisor Solutions
Arizona
$9.99M +$397K +2,883 +4%
GRP
936
Global Retirement Partners
California
$9.98M +$815K +5,928 +9%
WSCM
937
Wellington Shields Capital Management
New York
$9.96M -$14.4M -104,881 -60%
TF
938
Tompkins Financial
New York
$9.95M -$386K -2,809 -4%
XWM
939
Xcel Wealth Management
Florida
$9.95M -$58.5K -425 -0.6%
FIA
940
Foundations Investment Advisors
Arizona
$9.93M +$936K +6,803 +11%
VI
941
Vestcor Inc
New Brunswick, Canada
$9.93M -$144K -1,047 -2%
JAM
942
JCIC Asset Management
Ontario, Canada
$9.9M -$530K -3,850 -5%
VIM
943
Vinva Investment Management
Australia
$9.89M -$921K -6,695 -9%
AWM
944
Axxcess Wealth Management
California
$9.86M -$3.16M -23,002 -25%
DCM
945
Dupont Capital Management
Delaware
$9.84M +$25.6K +186 +0.3%
CSPIA
946
Cary Street Partners Investment Advisory
Virginia
$9.83M +$1.24M +9,000 +15%
ECG
947
Edge Capital Group
Georgia
$9.8M -$5.31M -38,586 -36%
BOC
948
Barbara Oil Co
Illinois
$9.74M – – –
TCBWMS
949
Texas Capital Bank Wealth Management Services
Texas
$9.72M +$56.7K +412 +0.6%
GLLW
950
Graves Light Lenhart Wealth
Virginia
$9.7M -$162K -1,177 -2%
36 37
38
39 40