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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
1001
Graves Light Lenhart Wealth
Virginia
$10.7M -$213K -1,403 -2%
AC
1002
Addenda Capital
Quebec, Canada
$10.7M -$805K -5,315 -8%
FMWA
1003
Forvis Mazars Wealth Advisors
Missouri
$10.6M -$275K -1,817 -3%
FA
1004
Fagan Associates
New York
$10.6M -$45.2K -298 -0.5%
HRC
1005
Hoertkorn Richard Charles
$10.6M -$97K -640 -1%
SBF
1006
Sara-Bay Financial
Florida
$10.6M -$4.85K -32 -0.1%
SAM
1007
Shell Asset Management
Netherlands
$10.6M -$2.47M -16,275 -21%
CCM
1008
Carmel Capital Management
California
$10.5M +$8.34K +55 +0.1%
VI
1009
Vestcor Inc
New Brunswick, Canada
$10.5M -$103K -678 -1%
VM
1010
Venator Management
Pennsylvania
$10.5M -$56.8K -375 -0.6%
CAM
1011
Cypress Asset Management
Texas
$10.5M -$52K -343 -0.6%
GRP
1012
Global Retirement Partners
California
$10.5M -$439K -2,894 -4%
HIP
1013
Harrell Investment Partners
Texas
$10.4M +$190K +1,257 +2%
GFG
1014
Greystone Financial Group
Michigan
$10.4M -$229K -1,511 -2%
GCA
1015
Greenwood Capital Associates
South Carolina
$10.4M +$208K +1,373 +2%
CB
1016
Cadence Bank
Mississippi
$10.4M -$62.4K -412 -0.7%
SWC
1017
Spectrum Wealth Counsel
Indiana
$10.4M +$9.22M +60,847 New
FDP
1018
Financiere des Professionnels
Quebec, Canada
$10.3M -$804K -5,308 -8%
GWM
1019
GDS Wealth Management
Texas
$10.3M +$1.13M +7,473 +14%
MMA
1020
Miracle Mile Advisors
California
$10.3M +$588K +3,882 +7%
ZIG
1021
Zuckerman Investment Group
Illinois
$10.3M -$6.97K -46 -0.1%
PGAM
1022
Princeton Global Asset Management
New Jersey
$10.3M +$81.1K +535 +0.9%
AG
1023
AIA Group
Hong Kong
$10.3M +$2.58M +17,007 +39%
MPM
1024
Meritage Portfolio Management
Kansas
$10.3M +$128K +843 +1%
SCP
1025
Shorepoint Capital Partners
Massachusetts
$10.3M +$142K +935 +2%
39 40
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