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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
1051
First Trust Direct Indexing
Massachusetts
$7.45M +$483K +3,812 +7%
RWM
1052
Rench Wealth Management
Texas
$7.45M +$75.6K +597 +1%
WAS
1053
Wealth Advisory Solutions
Indiana
$7.45M +$64.4K +508 +0.9%
PRA
1054
Pine Ridge Advisers
New York
$7.44M – – –
MRCM
1055
M&R Capital Management
New Jersey
$7.44M +$13.6K +107 +0.2%
ANTB
1056
AMG National Trust Bank
Colorado
$7.41M -$1.74M -13,715 -20%
MPIM
1057
McGinn Penninger Investment Management
Virginia
$7.4M -$73.5K -580 -1%
SAM
1058
Sompo Asset Management
Japan
$7.39M +$131K +1,030 +2%
BA
1059
Ballast Advisors
Minnesota
$7.39M +$191K +1,506 +3%
PAI
1060
Pittenger & Anderson Inc
Nebraska
$7.38M +$226K +1,781 +3%
WIS
1061
Wright Investors Service
Connecticut
$7.36M +$871K +6,872 +14%
RCM
1062
Radnor Capital Management
Pennsylvania
$7.35M +$110K +865 +2%
GWM
1063
Geneos Wealth Management
Colorado
$7.35M -$999K -7,886 -13%
CWM
1064
Compass Wealth Management
Connecticut
$7.34M +$6.94M +54,747 New
FHB
1065
First Hawaiian Bank
Hawaii
$7.32M +$214K +1,685 +3%
NLP
1066
Next Level Private
New York
$7.31M +$83.6K +660 +1%
BCA
1067
Bray Capital Advisors
Florida
$7.3M -$176K -1,390 -2%
IMOV
1068
Investment Management of Virginia
Virginia
$7.29M -$21.3K -168 -0.3%
NFG
1069
Nations Financial Group
Iowa
$7.29M +$4.34M +34,262 +170%
SCM
1070
Saber Capital Management
North Carolina
$7.28M +$11.7K +92 +0.2%
PAG
1071
Private Advisor Group
New Jersey
$7.28M +$108K +856 +0.3%
CFA
1072
Capstone Financial Advisors
Illinois
$7.26M +$38K +300 +0.6%
CIC
1073
Cutler Investment Counsel
Oregon
$7.25M -$289K -2,277 -4%
EAM
1074
EULAV Asset Management
Florida
$7.24M -$2.66M -20,975 -28%
CCMINC
1075
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.23M +$50.6K +399 +0.7%
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