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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1151
Marietta Wealth Management
Georgia
$12.1M -$67.6K -265 -0.5%
SG
1152
StoneX Group
New York
$12.1M +$660K +2,589 +6%
BIM
1153
Baldwin Investment Management
Pennsylvania
$12.1M +$549K +2,154 +5%
FB
1154
Fulton Bank
Pennsylvania
$12.1M -$1.04M -4,082 -8%
ACM
1155
Adalta Capital Management
New York
$12.1M +$27.8K +109 +0.2%
CRI
1156
Commonwealth Retirement Investments
Virginia
$12.1M +$9.69K +38 +0.1%
FHA
1157
Flagship Harbor Advisors
Massachusetts
$12M +$79.3K +311 +0.6%
SMA
1158
Sage Mountain Advisors
Georgia
$12M +$94.1K +369 +0.8%
CWS
1159
Confluence Wealth Services
Pennsylvania
$12M +$1.46M +5,738 +13%
CIC
1160
Cutler Investment Counsel
Oregon
$12M -$175K -688 -1%
BAM
1161
Brave Asset Management
New Jersey
$11.9M +$2.04K +8 +0%
FC
1162
Fulcrum Capital
Washington
$11.9M -$538K -2,109 -4%
SFO
1163
Stokes Family Office
Louisiana
$11.9M -$226K -886 -2%
GIC
1164
Generali Investments CEE
Czech Republic
$11.9M +$870K +3,411 +8%
YIA
1165
YHB Investment Advisors
Connecticut
$11.9M +$117K +459 +1%
WSC
1166
Wellington Shields & Co
New York
$11.8M – – –
SFP
1167
Shepherd Financial Partners
Massachusetts
$11.8M +$246K +966 +2%
IIM
1168
Intact Investment Management
Quebec, Canada
$11.8M -$102K -400 -0.8%
PTB
1169
Pioneer Trust Bank
Oregon
$11.7M -$275K -1,079 -2%
HH
1170
HWG Holdings
Texas
$11.7M +$4.94M +19,373 +68%
PP
1171
PDS Planning
Ohio
$11.7M +$279K +1,095 +2%
MSS
1172
Mitchell Sinkler & Starr
Pennsylvania
$11.7M -$551K -2,163 -4%
EFG
1173
Embree Financial Group
Illinois
$11.7M +$365K +1,430 +3%
TIM
1174
Thompson Investment Management
Wisconsin
$11.6M -$602K -2,360 -5%
BTI
1175
Blue Trust Inc
Georgia
$11.6M +$674K +2,643 +6%
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