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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1151
Flagship Harbor Advisors
Massachusetts
$14.2M +$34.7K +136 +0.3%
BIM
1152
Baldwin Investment Management
Pennsylvania
$14.2M -$94.4K -370 -0.7%
BAM
1153
Belpointe Asset Management
Nevada
$14M +$2.03M +7,956 +20%
ACM
1154
Adalta Capital Management
New York
$14M -$241K -946 -2%
PFA
1155
Pure Financial Advisors
California
$13.9M +$7.31M +28,662 +148%
SFP
1156
Shepherd Financial Partners
Massachusetts
$13.9M -$11.7K -46 -0.1%
CIC
1157
Cutler Investment Counsel
Oregon
$13.9M -$187K -734 -2%
EFG
1158
Embree Financial Group
Illinois
$13.9M +$120K +471 +1%
GWMR
1159
GC Wealth Management RIA
Massachusetts
$13.9M +$4.18M +16,365 +52%
SFO
1160
Stokes Family Office
Louisiana
$13.8M -$209K -818 -2%
BAM
1161
Brave Asset Management
New Jersey
$13.8M -$250K -981 -2%
BTI
1162
Blue Trust Inc
Georgia
$13.8M +$92.6K +363 +0.8%
FMTC
1163
Farmers & Merchants Trust Company
California
$13.7M +$1.24M +4,859 +11%
HCA
1164
Harbour Capital Advisors
Virginia
$13.7M -$45.9K -180 -0.4%
SCA
1165
Stokes Capital Advisors
South Carolina
$13.7M +$312K +1,223 +3%
ACGA
1166
Atlanta Consulting Group Advisors
Georgia
$13.7M -$883K -3,461 -7%
RBA
1167
Richard Bernstein Advisors
New York
$13.7M -$2.4M -9,423 -17%
SAG
1168
SageView Advisory Group
California
$13.6M +$428K +1,676 +4%
CFSG
1169
Community Financial Services Group
Vermont
$13.6M +$88.8K +348 +0.7%
JIP
1170
Jaffetilchin Investment Partners
Florida
$13.6M +$731K +2,866 +7%
FC
1171
Fulcrum Capital
Washington
$13.6M -$435K -1,703 -4%
PTB
1172
Pioneer Trust Bank
Oregon
$13.6M -$257K -1,006 -2%
PCG
1173
Prosperity Consulting Group
Maryland
$13.6M +$162K +634 +1%
VHAM
1174
Van Hulzen Asset Management
California
$13.5M -$95.4K -374 -0.8%
LSA
1175
L & S Advisors
California
$13.5M +$2.97M +11,624 +33%
45 46
47
48 49