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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
976
Wells Trecaso Financial Group
Ohio
$9.34M +$4.35K +29 +0%
GRP
977
Global Retirement Partners
California
$9.33M -$527K -3,516 -5%
GLLW
978
Graves Light Lenhart Wealth
Virginia
$9.31M -$374K -2,496 -4%
CCP
979
Clough Capital Partners
Massachusetts
$9.31M – – –
LOPW
980
Live Oak Private Wealth
North Carolina
$9.26M -$34.3K -229 -0.4%
VWA
981
Visionary Wealth Advisors
Illinois
$9.26M -$145K -970 -1%
S
982
SignatureFD
Georgia
$9.23M -$62.8K -419 -0.7%
HBT
983
Hills Bank & Trust
Iowa
$9.21M -$102K -678 -1%
BSW
984
Buckingham Strategic Wealth
Missouri
$9.18M +$34K +227 +0.4%
MNBTD
985
Moody National Bank Trust Division
Texas
$9.15M +$166K +1,106 +2%
NAS
986
Nicolet Advisory Services
Wisconsin
$9.14M +$286K +1,910 +3%
HRC
987
Hoertkorn Richard Charles
$9.14M -$43.8K -292 -0.5%
GFG
988
Greystone Financial Group
Michigan
$9.11M -$105K -699 -1%
FA
989
Fagan Associates
New York
$9.09M +$7.34K +49 +0.1%
SVWAG
990
Sound View Wealth Advisors Group
Georgia
$9.08M +$585K +3,902 +7%
CC
991
Constitution Capital
Connecticut
$9.08M -$271K -1,808 -3%
VI
992
Vestcor Inc
New Brunswick, Canada
$9.07M -$853K -5,693 -8%
EFS
993
Essex Financial Services
Connecticut
$9.07M +$2.04M +13,637 +28%
FTDI
994
First Trust Direct Indexing
Massachusetts
$9.06M +$315K +2,099 +3%
SBF
995
Sara-Bay Financial
Florida
$9.03M -$1.8K -12 -0%
VM
996
Venator Management
Pennsylvania
$9.03M +$2.25K +15 +0%
LWANC
997
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.03M -$472K -3,150 -5%
CAM
998
Cypress Asset Management
Texas
$8.99M +$236K +1,576 +3%
CCM
999
Carmel Capital Management
California
$8.98M -$60K -400 -0.6%
TMAM
1000
Tokio Marine Asset Management
Japan
$8.98M +$735K +4,906 +9%
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