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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
951
1ST Source Bank
Indiana
$19.7M -$447K -1,753 -3%
AWS
952
Atria Wealth Solutions
New York
$19.6M -$20.9M -82,054 -55%
IWM
953
IHT Wealth Management
Illinois
$19.6M +$1.02M +3,982 +6%
VWM
954
Venturi Wealth Management
Texas
$19.6M -$173K -676 -1%
PI
955
PFG Investments
New York
$19.6M -$249K -977 -1%
SCM
956
Sterling Capital Management
North Carolina
$19.5M +$72K +282 +0.4%
RWA
957
River Wealth Advisors
Pennsylvania
$19.5M +$303K +1,186 +2%
ISB
958
Iowa State Bank
Iowa
$19.5M -$134K -526 -0.8%
HT
959
Heritage Trust
Oklahoma
$19.5M -$536K -2,102 -3%
CCM
960
Copeland Capital Management
Pennsylvania
$19.5M -$65.8K -258 -0.4%
BOC
961
Barbara Oil Co
Illinois
$19.4M – – –
NGA
962
Naples Global Advisors
Florida
$19.4M +$272K +1,066 +2%
OCM
963
One Capital Management
California
$19.4M +$799K +3,130 +5%
CAM
964
Close Asset Management
United Kingdom
$19.4M +$309K +1,212 +2%
GAM
965
Griffin Asset Management
New York
$19.4M +$685K +2,683 +4%
GIP
966
Granite Investment Partners
California
$19.3M -$183K -719 -1%
MSA
967
MUFG Securities Americas
New York
$19.3M +$2.92M +11,425 +21%
ANTB
968
AMG National Trust Bank
Colorado
$19.3M -$83.2K -326 -0.5%
SAM
969
Strategy Asset Managers
California
$19.3M +$134K +527 +0.8%
AFG
970
Atomi Financial Group
New York
$19.2M +$951K +3,725 +6%
SPC
971
Sigma Planning Corp
Michigan
$19.2M -$1.6M -6,273 -9%
TCM
972
Telos Capital Management
California
$19.2M +$264K +1,036 +2%
FMWA
973
Forvis Mazars Wealth Advisors
Missouri
$19.2M +$79.9K +313 +0.5%
HFS
974
Haverford Financial Services
Pennsylvania
$19.2M -$44.7K -175 -0.3%
FPAS
975
Focus Partners Advisor Solutions
Missouri
$19.1M -$2.21M -8,646 -12%
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