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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
926
Clarity Financial
Texas
$14.6M +$13.2M +62,868 +968%
CWP
927
Cyndeo Wealth Partners
Florida
$14.6M -$211K -1,003 -1%
ERIM
928
Eagle Ridge Investment Management
Connecticut
$14.6M -$6.95K -33 -0%
ST
929
Spinnaker Trust
Maine
$14.6M -$431K -2,045 -3%
CIS
930
Connors Investor Services
Pennsylvania
$14.5M -$593K -2,814 -4%
AIM
931
Artemis Investment Management
United Kingdom
$14.5M -$239K -1,137 -2%
OCM
932
One Capital Management
California
$14.5M +$205K +975 +1%
AWM
933
Avitas Wealth Management
California
$14.5M +$170K +807 +1%
ERIC
934
Eagle Rock Investment Company
Georgia
$14.4M -$723K -3,434 -5%
PWW
935
Pettyjohn Wood & White
Virginia
$14.4M -$239K -1,135 -2%
MFG
936
Merit Financial Group
Georgia
$14.4M -$2.89M -13,701 -17%
WFMPM
937
Woodley Farra Manion Portfolio Management
Indiana
$14.4M -$85.5K -406 -0.6%
JAG
938
Journey Advisory Group
Kentucky
$14.4M -$53.1K -252 -0.4%
SW
939
SteelPeak Wealth
California
$14.4M -$150K -714 -1%
BONST
940
Bank of Nova Scotia Trust
Ontario, Canada
$14.4M -$306K -1,455 -2%
BMM
941
Buffington Mohr McNeal
Idaho
$14.3M +$199K +943 +1%
WBC
942
Westpac Banking Corp
Australia
$14.3M +$718K +3,410 +5%
IWM
943
IHT Wealth Management
Illinois
$14.3M +$2.91M +13,809 +26%
GAM
944
Griffin Asset Management
New York
$14.2M +$13.3K +63 +0.1%
VIP
945
Vantage Investment Partners
Missouri
$14.2M -$590K -2,800 -4%
VAS
946
Valicenti Advisory Services
New York
$14.2M -$1.1M -5,223 -7%
NGA
947
Naples Global Advisors
Florida
$14.2M +$2.32K +11 +0%
CNB
948
Camden National Bank
Maine
$14.1M -$461K -2,187 -3%
BOC
949
Barbara Oil Co
Illinois
$14.1M – – –
KJHP
950
K.J. Harrison & Partners
Ontario, Canada
$14.1M +$3.37M +16,000 +34%
36 37
38
39 40