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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1176
Jaffetilchin Investment Partners
Florida
$6.74M +$3.58M +22,801 +95%
SNT
1177
Security National Trust
West Virginia
$6.73M -$168K -1,070 -2%
SFA
1178
Source Financial Advisors
New York
$6.72M -$8.01K -51 -0.1%
SFG
1179
SevenBridge Financial Group
Pennsylvania
$6.71M +$49.8K +317 +0.7%
PWS
1180
Peloton Wealth Strategists
Indiana
$6.71M +$57.3K +365 +0.9%
CC
1181
Claybrook Capital
Massachusetts
$6.71M +$6.56M +41,749 +2,982%
FTDI
1182
First Trust Direct Indexing
Massachusetts
$6.7M +$1.78M +11,315 +36%
SIM
1183
Stratos Investment Management
Ohio
$6.7M +$722K +4,596 +12%
GCMG
1184
Gyroscope Capital Management Group
Florida
$6.7M +$6.76M +43,048 New
CIG
1185
Consolidated Investment Group
Colorado
$6.69M – – –
MAFM
1186
Mid Atlantic Financial Management
Pennsylvania
$6.67M +$373K +2,378 +6%
CCM
1187
Copeland Capital Management
Pennsylvania
$6.67M +$393K +2,505 +6%
BEAM
1188
Baker Ellis Asset Management
Washington
$6.67M +$166K +1,060 +3%
HWM
1189
Hohimer Wealth Management
Washington
$6.66M +$291K +1,855 +5%
SAI
1190
Systematic Alpha Investments
New Jersey
$6.66M +$2.69M +17,104 +69%
OIA
1191
OneDigital Investment Advisors
Kansas
$6.66M +$195K +1,241 +3%
LOPW
1192
Live Oak Private Wealth
North Carolina
$6.65M +$199K +1,268 +3%
CBTWT
1193
Community Bank & Trust (Waco, Texas)
Texas
$6.65M +$98.3K +626 +1%
WPIC
1194
White Pine Investment Company
Michigan
$6.65M +$55.9K +356 +0.8%
BDWM
1195
Brewin Dolphin Wealth Management
Ireland
$6.65M -$37.7K -240 -0.6%
BWAM
1196
Boyd Watterson Asset Management
Ohio
$6.61M +$3.93K +25 +0.1%
AC
1197
Abbrea Capital
California
$6.56M -$25.3K -161 -0.4%
WPP
1198
Whalerock Point Partners
Rhode Island
$6.56M +$79.6K +507 +1%
SA
1199
Strategic Advisors
New York
$6.55M +$124K +788 +2%
HCM
1200
Howland Capital Management
Massachusetts
$6.54M -$72.7K -463 -1%
46 47
48
49 50