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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1101
Geneos Wealth Management
Colorado
$7.42M +$862K +6,264 +14%
BIM
1102
Baldwin Investment Management
Pennsylvania
$7.42M +$42.8K +311 +0.6%
AWM
1103
Avitas Wealth Management
California
$7.4M +$62.6K +455 +0.9%
SAM
1104
Smithbridge Asset Management
Pennsylvania
$7.39M +$29.4K +214 +0.4%
GIM
1105
Goelzer Investment Management
Indiana
$7.37M +$4.81K +35 +0.1%
AMM
1106
American Money Management
California
$7.37M +$3.3K +24 +0%
LWCFA
1107
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.37M -$485K -3,526 -7%
CWP
1108
Cyndeo Wealth Partners
Florida
$7.35M +$217K +1,581 +3%
BEAM
1109
Baker Ellis Asset Management
Washington
$7.35M +$39.9K +290 +0.6%
SC
1110
Schulhoff & Co
Ohio
$7.34M -$12.4K -90 -0.2%
ETC
1111
Exchange Traded Concepts
Oklahoma
$7.34M +$248K +1,803 +4%
MPIM
1112
McGinn Penninger Investment Management
Virginia
$7.33M -$2.34K -17 -0%
CRI
1113
Commonwealth Retirement Investments
Virginia
$7.3M +$170K +1,234 +3%
BSB
1114
Bangor Savings Bank
Maine
$7.29M +$49.9K +363 +0.7%
ANBT
1115
American National Bank & Trust
Texas
$7.27M -$311K -2,263 -4%
EAMA
1116
EFG Asset Management (Americas)
Florida
$7.26M -$518K -3,768 -7%
ECI
1117
EFG Capital International
Florida
$7.26M +$6.87M +49,949 New
BSC
1118
Brown Shipley & Co
United Kingdom
$7.26M +$415K +3,017 +6%
MCP
1119
Mirador Capital Partners
California
$7.25M +$131K +956 +2%
QFA
1120
Quattro Financial Advisors
Texas
$7.23M +$6.56M +47,700 +2,385%
WPP
1121
Whalerock Point Partners
Rhode Island
$7.22M -$29K -211 -0.4%
FIB
1122
First Interstate Bank
Montana
$7.22M -$336K -2,441 -5%
SWM
1123
Spire Wealth Management
Virginia
$7.2M -$1.35M -9,831 -17%
FBC
1124
Fairfield, Bush & Co
Connecticut
$7.18M +$287K +2,087 +4%
DWA
1125
Douglass Winthrop Advisors
New York
$7.18M -$1.13M -8,209 -14%
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