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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1151
Graypoint LLC
New York
$7.01M +$215K +1,437 +3%
ECM
1152
ExodusPoint Capital Management
New York
$7M +$888K +5,922 +14%
VHAM
1153
Van Hulzen Asset Management
California
$6.99M +$2M +13,310 +38%
KOCAA
1154
Knights of Columbus Asset Advisors
Connecticut
$6.96M +$1.61M +10,731 +29%
IEFM
1155
IQ EQ Fund Management
Ireland
$6.94M +$270K +1,801 +4%
FIB
1156
First Interstate Bank
Montana
$6.92M -$291K -1,943 -4%
QFA
1157
Quattro Financial Advisors
Texas
$6.92M -$300K -2,000 -4%
SC
1158
Schulhoff & Co
Ohio
$6.89M -$444K -2,959 -6%
NCM
1159
Nelson Capital Management
California
$6.86M +$1.5M +10,034 +27%
MAS
1160
Meeder Advisory Services
Ohio
$6.85M -$731K -4,876 -9%
SFG
1161
SevenBridge Financial Group
Pennsylvania
$6.83M +$161K +1,074 +2%
RFMS
1162
RWQ Financial Management Services
Florida
$6.83M +$2.43M +16,179 +52%
BBA
1163
Baader Bank Aktiengesellschaft
Germany
$6.82M +$57.9K +386 +0.8%
WKWM
1164
Walter & Keenan Wealth Management
Indiana
$6.81M -$1.44M -9,623 -17%
FPGT
1165
Financial Partners Group (Tennessee)
Tennessee
$6.8M – – –
PFM
1166
Premier Fund Managers
United Kingdom
$6.8M -$167K -1,115 -2%
APP
1167
Avantax Planning Partners
Iowa
$6.8M +$84.1K +561 +1%
WWA
1168
WCG Wealth Advisors
Nevada
$6.77M +$3.38M +22,523 +97%
JCM
1169
Jacobi Capital Management
Pennsylvania
$6.77M +$16.6K +111 +0.2%
WIM
1170
Wittenberg Investment Management
Massachusetts
$6.73M -$26.2K -175 -0.4%
WAS
1171
WESPAC Advisors SoCal
California
$6.71M +$37K +247 +0.5%
KA
1172
Kintegral Advisory
New York
$6.68M -$4.05K -27 -0.1%
SCA
1173
Stokes Capital Advisors
South Carolina
$6.68M +$81.5K +544 +1%
AF
1174
Arrow Financial
New York
$6.66M -$1.15M -7,671 -14%
NB
1175
Northwest Bancshares
Pennsylvania
$6.64M -$251K -1,676 -4%
45 46
47
48 49