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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1026
Stevens Capital Management
Pennsylvania
$12.2M -$5.39M -27,561 -31%
SCP
1027
Shorepoint Capital Partners
Massachusetts
$12.1M +$107K +547 +0.9%
NM
1028
NWI Management
New York
$12.1M – – –
AIM
1029
Access Investment Management
Georgia
$12.1M – – –
AW
1030
Atlas Wealth
Ohio
$12.1M +$5.63M +28,773 +98%
CWG
1031
Cornerstone Wealth Group
North Carolina
$12.1M +$73.5K +376 +0.6%
MGIA
1032
Moneta Group Investment Advisors
Missouri
$12M +$537K +2,749 +5%
RC
1033
Roundview Capital
New Jersey
$12M -$27K -138 -0.2%
CC
1034
Chicago Capital
Illinois
$12M +$635K +3,249 +6%
BW
1035
Bison Wealth
Georgia
$12M – – –
DWM
1036
Dorchester Wealth Management
Quebec, Canada
$12M -$604K -3,090 -5%
NFG
1037
Nations Financial Group
Iowa
$11.9M +$419K +2,144 +4%
VM
1038
Venator Management
Pennsylvania
$11.9M -$553K -2,830 -5%
RCM
1039
Radnor Capital Management
Pennsylvania
$11.9M +$329K +1,684 +3%
GIM
1040
Generate Investment Management
New Zealand
$11.9M -$2.98M -15,252 -21%
SWC
1041
Spectrum Wealth Counsel
Indiana
$11.8M -$405K -2,071 -3%
PVI
1042
Pine Valley Investments
New Jersey
$11.8M +$218K +1,115 +2%
CB
1043
Cadence Bank
Mississippi
$11.8M -$415K -2,124 -4%
BOH
1044
Bank of Hawaii
Hawaii
$11.8M -$101K -519 -0.9%
NEAM
1045
New England Asset Management
Connecticut
$11.8M -$1.17M -6,010 -9%
HCA
1046
Harbor Capital Advisors
Illinois
$11.8M +$21.3K +109 +0.2%
HIP
1047
Harrell Investment Partners
Texas
$11.8M -$332K -1,697 -3%
LA
1048
Lynch & Associates
Indiana
$11.8M +$431K +2,206 +4%
GFG
1049
Greystone Financial Group
Michigan
$11.7M +$327K +1,675 +3%
MSS
1050
Mitchell Sinkler & Starr
Pennsylvania
$11.7M -$1.5M -7,695 -12%
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