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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
1026
Stokes Family Office
Louisiana
$6.6M +$441K +3,562 +6%
BFS
1027
Bard Financial Services
Connecticut
$6.59M +$83.6K +675 +1%
RWA
1028
River Wealth Advisors
Pennsylvania
$6.57M +$260K +2,100 +4%
HCM
1029
Harvey Capital Management
Florida
$6.56M -$502K -4,050 -6%
WWM
1030
Western Wealth Management
Colorado
$6.54M -$1.39M -11,198 -16%
FWTB
1031
First Western Trust Bank
Colorado
$6.53M -$445K -3,593 -6%
CCM
1032
Channing Capital Management
Illinois
$6.53M +$7.19M +57,995 New
PGAM
1033
Princeton Global Asset Management
New Jersey
$6.52M +$39.8K +321 +0.6%
CJL
1034
Cyrus J. Lawrence
New York
$6.5M -$3.53M -28,520 -33%
BCMO
1035
Buckingham Capital Management (Ohio)
Ohio
$6.5M -$1.5M -12,142 -17%
AF
1036
Arrow Financial
New York
$6.49M -$90.3K -729 -1%
FMC
1037
First Merchants Corp
Indiana
$6.48M +$148K +1,194 +2%
LWCFA
1038
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.48M +$184K +1,488 +3%
MP
1039
McDonald Partners
Ohio
$6.47M +$351K +2,837 +5%
SA
1040
SRH Advisors
Kansas
$6.47M +$3.22M +26,004 +83%
BAM
1041
Boyar Asset Management
New York
$6.47M -$522K -4,216 -7%
AA
1042
Apriem Advisors
California
$6.46M -$253K -2,040 -3%
RIA
1043
RPG Investment Advisory
California
$6.46M +$1.97M +15,883 +38%
P
1044
Paradiem
Louisiana
$6.45M – – –
LOPW
1045
Live Oak Private Wealth
North Carolina
$6.45M +$340K +2,746 +5%
FCT
1046
Family Capital Trust
Massachusetts
$6.43M +$90.4K +730 +1%
ANTB
1047
AMG National Trust Bank
Colorado
$6.39M -$220K -1,772 -3%
MYLI
1048
Meiji Yasuda Life Insurance
Japan
$6.38M +$1.78M +14,368 +34%
MCP
1049
Mirador Capital Partners
California
$6.36M +$312K +2,515 +5%
CIC
1050
Cutler Investment Counsel
Oregon
$6.36M +$37.4K +302 +0.5%
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