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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1126
Diversify Advisory Services
Utah
$10.4M +$9.4M +52,087 New
WANY
1127
Wealthspire Advisors (New York)
New York
$10.3M -$546K -3,024 -6%
BA
1128
Ballast Advisors
Minnesota
$10.3M -$5.41K -30 -0.1%
ACGA
1129
Atlanta Consulting Group Advisors
Georgia
$10.3M +$9.28M +51,404 New
GLLW
1130
Graves Light Lenhart Wealth
Virginia
$10.3M -$2.06M -11,422 -18%
IIM
1131
Intact Investment Management
Quebec, Canada
$10.3M -$108K -600 -1%
GCM
1132
Genus Capital Management
British Columbia, Canada
$10.3M +$9.25M +51,286 New
SPIS
1133
Steward Partners Investment Solutions
Oregon
$10.2M +$4.92M +27,245 +114%
FPAS
1134
Focus Partners Advisor Solutions
Missouri
$10.2M +$6.7M +37,148 +238%
PGIM
1135
Pacific Global Investment Management
California
$10.2M -$235K -1,302 -2%
MC
1136
Miramar Capital
Illinois
$10.2M -$4.92M -27,278 -34%
BAM
1137
Brave Asset Management
New Jersey
$10.2M -$233K -1,292 -2%
AWM
1138
Avior Wealth Management
Nebraska
$10.2M +$2.09M +11,578 +29%
XF
1139
XML Financial
Maryland
$10.2M -$1.47M -8,132 -14%
WAP
1140
Wealthcare Advisory Partners
Pennsylvania
$10.2M +$2.09M +11,572 +29%
BPC
1141
Banque Pictet & Cie
Switzerland
$10.2M +$1.53M +8,452 +20%
TFA
1142
Teamwork Financial Advisors
Texas
$10.2M +$8.72M +48,304 +1,984%
MFG
1143
Magnus Financial Group
New York
$10.2M +$852K +4,723 +10%
BCCM
1144
Bridge Creek Capital Management
Massachusetts
$10.1M -$106K -586 -1%
ANBT
1145
American National Bank & Trust
Texas
$10.1M -$142K -787 -2%
SP
1146
Stablepoint Partners
Massachusetts
$10.1M +$1.26M +6,958 +16%
MWM
1147
Marietta Wealth Management
Georgia
$10.1M -$226K -1,251 -2%
SIM
1148
Seaview Investment Managers
Florida
$10.1M +$140K +775 +2%
JPWM
1149
Jamison Private Wealth Management
Georgia
$10.1M +$175K +968 +2%
SAM
1150
Smithbridge Asset Management
Pennsylvania
$10.1M -$120K -665 -1%
44 45
46
47 48