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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1076
Frontier Wealth Management
Missouri
$6.81M -$671K -6,006 -10%
SFO
1077
Stokes Family Office
Louisiana
$6.8M +$152K +1,362 +3%
PWM
1078
Perigon Wealth Management
California
$6.75M +$177K +1,581 +3%
GJIC
1079
Gamble Jones Investment Counsel
California
$6.75M +$269K +2,405 +5%
DSC
1080
Duncker Streett & Co
Missouri
$6.74M +$263K +2,357 +5%
RFM
1081
Royal Fund Management
Florida
$6.73M +$391K +3,502 +7%
WIM
1082
Wittenberg Investment Management
Massachusetts
$6.71M -$15.8K -141 -0.3%
NCM
1083
Nelson Capital Management
California
$6.7M -$1.6M -14,325 -21%
WCM
1084
Windward Capital Management
California
$6.68M -$980K -8,768 -14%
IC
1085
Intersect Capital
California
$6.68M +$220K +1,967 +4%
RWA
1086
River Wealth Advisors
Pennsylvania
$6.68M +$203K +1,819 +4%
BIM
1087
Baldwin Investment Management
Pennsylvania
$6.66M +$516K +4,620 +10%
SBF
1088
Sara-Bay Financial
Florida
$6.65M +$73K +653 +1%
BFPW
1089
BOK Financial Private Wealth
Colorado
$6.64M -$92.3K -826 -2%
GCM
1090
Garland Capital Management
Washington
$6.62M +$27.9K +250 +0.5%
WIC
1091
Woodmont Investment Counsel
Tennessee
$6.61M +$1.33M +11,875 +30%
PA
1092
Perennial Advisors
New York
$6.61M +$218K +1,950 +4%
MUAMU
1093
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.61M – – –
BFG
1094
Beacon Financial Group
Texas
$6.61M +$145K +1,297 +3%
EP
1095
Eudaimonia Partners
Tennessee
$6.6M +$180K +1,606 +3%
IMOV
1096
Investment Management of Virginia
Virginia
$6.59M +$4.36K +39 +0.1%
GC
1097
Grimes & Company
Massachusetts
$6.59M +$289K +2,585 +5%
TW
1098
Transform Wealth
Colorado
$6.59M -$3.41M -30,552 -37%
MGM
1099
Miura Global Management
New York
$6.58M -$380K -3,400 -6%
AWP
1100
Ascent Wealth Partners
New York
$6.55M -$31.9K -285 -0.5%
42 43
44
45 46