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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AGI
1101
Athena Global Investors
Virginia
$2.24M – – –
RMDI
1102
R.M. Davis Inc
Maine
$2.22M +$80K +1,222 +3%
DBIA
1103
Dumont & Blake Investment Advisors
New Jersey
$2.19M -$29.5K -450 -1%
CNFG
1104
Creegan & Nassoura Financial Group
New Hampshire
$2.18M -$67K -1,023 -3%
LJAC
1105
L.J. Altfest & Co
New York
$2.18M -$52.2K -797 -2%
BSB
1106
Bangor Savings Bank
Maine
$2.18M +$50.1K +765 +2%
SIMM
1107
Stillwater Investment Management (Minnesota)
Minnesota
$2.17M +$3.47K +53 +0.1%
CWP
1108
Capital Wealth Planning
Florida
$2.17M -$211K -3,216 -8%
SCM
1109
Sterneck Capital Management
Missouri
$2.17M +$136K +2,076 +6%
FMWA
1110
Forvis Mazars Wealth Advisors
Missouri
$2.15M -$250K -3,811 -10%
AUB
1111
Atlantic Union Bankshares
Virginia
$2.15M -$19.2K -293 -0.8%
SCM
1112
SOL Capital Management
Maryland
$2.13M -$10.9K -167 -0.5%
PWS
1113
Peloton Wealth Strategists
Indiana
$2.11M – – –
CC
1114
Courier Capital
New York
$2.11M +$14.9K +227 +0.7%
SCI
1115
S&CO Inc
Massachusetts
$2.1M -$13.1K -200 -0.6%
CL
1116
CSS LLC
Illinois
$2.1M – – –
EDRS
1117
Edmond de Rothschild (Suisse)
Switzerland
$2.09M +$408K +6,227 +22%
MC
1118
Middleton & Co
Massachusetts
$2.08M +$177K +2,700 +9%
PG
1119
Patten Group
Tennessee
$2.08M -$1.57K -24 -0.1%
AMM
1120
American Money Management
California
$2.07M -$380K -5,795 -15%
IAMOG
1121
Investors Asset Management of Georgia
Georgia
$2.07M -$1.64K -25 -0.1%
OCAM
1122
Onex Canada Asset Management
Ontario, Canada
$2.05M -$4.62M -70,556 -61%
IB
1123
Intrust Bank
Kansas
$2.04M +$9.43K +144 +0.4%
SFSIG
1124
San Francisco Sentry Investment Group
California
$2.04M -$9.04K -138 -0.4%
FAB
1125
First American Bank
Illinois
$2.02M +$22.1K +338 +1%
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