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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1126
Colonial Trust
South Carolina
$12.8M -$325K -1,273 -2%
BEAM
1127
Baker Ellis Asset Management
Washington
$12.8M +$61.7K +242 +0.5%
KLCM
1128
KG&L Capital Management
Louisiana
$12.8M +$159K +624 +1%
FFA
1129
Farther Finance Advisors
California
$12.8M +$2.91M +11,429 +28%
FCT
1130
Family Capital Trust
Massachusetts
$12.8M -$62.2K -244 -0.5%
PVI
1131
Pine Valley Investments
New Jersey
$12.7M -$898K -3,523 -6%
LOPW
1132
Live Oak Private Wealth
North Carolina
$12.7M -$62K -243 -0.5%
GIM
1133
Goelzer Investment Management
Indiana
$12.7M -$138K -540 -1%
JIC
1134
Joel Isaacson & Co
New York
$12.7M +$535K +2,099 +4%
APP
1135
Avantax Planning Partners
Iowa
$12.7M -$427K -1,676 -3%
WPP
1136
Whalerock Point Partners
Rhode Island
$12.7M +$268K +1,050 +2%
SCP
1137
Shorepoint Capital Partners
Massachusetts
$12.6M -$925K -3,630 -7%
BAM
1138
Boyar Asset Management
New York
$12.5M -$934K -3,665 -7%
AA
1139
Apriem Advisors
California
$12.5M -$50.7K -199 -0.4%
BJL
1140
Brighton Jones LLC
Washington
$12.5M +$558K +2,188 +4%
PWS
1141
Peterson Wealth Services
Utah
$12.5M +$294K +1,153 +2%
ACGA
1142
Atlanta Consulting Group Advisors
Georgia
$12.4M -$172K -676 -1%
IPW
1143
Inlet Private Wealth
Florida
$12.4M -$440K -1,725 -3%
SIC
1144
Sigma Investment Counselors
Michigan
$12.4M -$725K -2,844 -5%
MC
1145
Miramar Capital
Illinois
$12.4M -$412K -1,618 -3%
CF
1146
Centaurus Financial
California
$12.4M +$110K +431 +0.9%
RWM
1147
Rench Wealth Management
Texas
$12.4M -$99.4K -390 -0.8%
VCM
1148
Voleon Capital Management
California
$12.3M -$6.37M -24,978 -33%
CBTWT
1149
Community Bank & Trust (Waco, Texas)
Texas
$12.3M -$111K -434 -0.9%
TCWA
1150
Turtle Creek Wealth Advisors
Texas
$12.2M +$2.25M +8,843 +22%
44 45
46
47 48