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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
976
Forvis Mazars Wealth Advisors
Missouri
$8.33M +$86.3K +630 +1%
LOPW
977
Live Oak Private Wealth
North Carolina
$8.33M +$534K +3,897 +6%
ATPW
978
Ashton Thomas Private Wealth
Arizona
$8.32M -$418K -3,049 -5%
DR
979
Davis Rea
Ontario, Canada
$8.3M -$199K -1,453 -2%
MPM
980
Meritage Portfolio Management
Kansas
$8.3M +$1.68M +12,238 +24%
PGAM
981
Princeton Global Asset Management
New Jersey
$8.29M +$877K +6,401 +11%
HRC
982
Hoertkorn Richard Charles
$8.26M -$54.8K -400 -0.6%
BFO
983
Boston Family Office
Massachusetts
$8.26M -$988K -7,208 -10%
IPW
984
Inlet Private Wealth
Florida
$8.24M -$61.2K -447 -0.7%
BIM
985
Bridgecreek Investment Management
Oklahoma
$8.23M -$110K -800 -1%
FA
986
Fagan Associates
New York
$8.23M -$130K -951 -1%
BSW
987
Buckingham Strategic Wealth
Missouri
$8.21M – – –
CCM
988
CAAS Capital Management
New York
$8.2M +$8.62M +62,909 New
BWP
989
Baldwin Wealth Partners
Massachusetts
$8.18M +$113K +824 +1%
CCP
990
Clough Capital Partners
Massachusetts
$8.14M – – –
SBF
991
Sara-Bay Financial
Florida
$8.14M -$336K -2,453 -4%
MNBTD
992
Moody National Bank Trust Division
Texas
$8.14M +$63.2K +461 +0.7%
TFS
993
Thoroughbred Financial Services
Tennessee
$8.13M -$33.8K -247 -0.4%
TRCT
994
Tower Research Capital (TRC)
New York
$8.13M -$165K -1,203 -2%
VM
995
Venator Management
Pennsylvania
$8.12M +$73.3K +535 +0.9%
BL
996
BCWM LLC
Kansas
$8.1M +$846K +6,173 +11%
AF
997
Alerus Financial
North Dakota
$8.07M -$103K -749 -1%
BP
998
Ballentine Partners
Massachusetts
$8.05M +$288K +2,104 +4%
CAM
999
Cypress Asset Management
Texas
$8.05M -$115K -842 -1%
CCM
1000
Carmel Capital Management
California
$8.05M +$24.7K +180 +0.3%
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