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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1001
Nicolet Advisory Services
Wisconsin
$8.05M +$2.92M +21,295 +51%
SWA
1002
Stratos Wealth Advisors
Ohio
$8.05M -$360K -2,628 -4%
FIA
1003
Foundations Investment Advisors
Arizona
$8.01M +$3.55M +25,890 +73%
CB
1004
Cadence Bank
Mississippi
$8M -$519K -3,785 -6%
HEIP
1005
Hudson Edge Investment Partners
New Jersey
$7.98M +$1.14M +8,333 +16%
PTB
1006
Pioneer Trust Bank
Oregon
$7.98M -$363K -2,647 -4%
CNB
1007
Camden National Bank
Maine
$7.97M -$361K -2,632 -4%
S
1008
SignatureFD
Georgia
$7.97M +$419K +3,057 +5%
BCM
1009
Barometer Capital Management
Ontario, Canada
$7.96M +$404K +2,950 +5%
CC
1010
Chicago Capital
Illinois
$7.96M -$129K -942 -2%
IA
1011
IFP Advisors
Florida
$7.94M -$4.68M -34,148 -27%
HT
1012
HighTower Trust
Texas
$7.9M -$652K -4,758 -7%
SVWAG
1013
Sound View Wealth Advisors Group
Georgia
$7.9M -$320K -2,339 -4%
RFM
1014
Royal Fund Management
Florida
$7.88M +$127K +928 +2%
ZIG
1015
Zuckerman Investment Group
Illinois
$7.87M +$35.8K +261 +0.4%
PT
1016
Plimoth Trust
Massachusetts
$7.83M -$98.5K -719 -1%
SC
1017
Stolper & Co
Oklahoma
$7.82M +$52.3K +382 +0.6%
NM
1018
NWI Management
New York
$7.82M – – –
LA
1019
Lynch & Associates
Indiana
$7.79M +$116K +845 +1%
FC
1020
Fulcrum Capital
Washington
$7.77M +$15.9K +116 +0.2%
XF
1021
XML Financial
Maryland
$7.74M -$113K -823 -1%
SWM
1022
Spire Wealth Management
Virginia
$7.74M +$2.71M +19,772 +50%
FMC
1023
First Merchants Corp
Indiana
$7.72M +$729K +5,324 +10%
BC
1024
Burney Company
Virginia
$7.71M +$61.1K +446 +0.8%
PFO
1025
Pathstone Family Office
New Jersey
$7.69M -$6.97M -50,899 -46%
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