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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1101
one8zero8 LLC
North Carolina
$16.6M +$194K +653 +1%
BWS
1102
Buck Wealth Strategies
Colorado
$16.6M +$92.5K +311 +0.6%
CB
1103
Cadence Bank
Mississippi
$16.6M -$352K -1,182 -2%
SIC
1104
Sigma Investment Counselors
Michigan
$16.6M -$47.3K -159 -0.3%
EAMA
1105
EFG Asset Management (Americas)
Florida
$16.5M -$1.05M -3,536 -6%
SWP
1106
Strategic Wealth Partners
Ohio
$16.5M -$2.95M -9,915 -16%
HH
1107
HWG Holdings
Texas
$16.5M +$799K +2,686 +5%
MC
1108
Miramar Capital
Illinois
$16.5M +$270K +909 +2%
SG
1109
StoneX Group
New York
$16.4M -$686K -2,305 -4%
LOPW
1110
Live Oak Private Wealth
North Carolina
$16.4M -$42.8K -144 -0.3%
WPP
1111
Whalerock Point Partners
Rhode Island
$16.3M +$15.2K +51 +0.1%
APP
1112
Avantax Planning Partners
Iowa
$16.3M -$250K -841 -2%
BHPW
1113
Beverly Hills Private Wealth
California
$16.1M -$791K -2,660 -5%
TCA
1114
Transcend Capital Advisors
New Jersey
$16M -$420K -1,411 -3%
PA
1115
Procyon Advisors
Connecticut
$16M -$1.79M -6,030 -11%
GC
1116
Giverny Capital
Quebec, Canada
$16M -$72.9K -245 -0.5%
PP
1117
PDS Planning
Ohio
$16M -$378K -1,271 -2%
CBTWT
1118
Community Bank & Trust (Waco, Texas)
Texas
$16M +$133K +448 +0.9%
CAL
1119
Capital Analysts LLC
Pennsylvania
$16M -$663K -2,228 -4%
PWS
1120
Peterson Wealth Services
Utah
$16M -$13.2M -44,491 -87%
HRC
1121
Hoertkorn Richard Charles
$15.9M -$552K -1,855 -4%
IPW
1122
Inlet Private Wealth
Florida
$15.9M +$7.73K +26 +0.1%
NSLI
1123
Nan Shan Life Insurance
Taiwan
$15.9M +$15M +50,424 New
CF
1124
Centaurus Financial
California
$15.9M +$349K +1,175 +2%
RWM
1125
Rench Wealth Management
Texas
$15.9M -$4.76K -16 -0%
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