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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1176
Bangor Savings Bank
Maine
$9.56M -$200K -1,022 -2%
AAS
1177
Ameritas Advisory Services
Nebraska
$9.56M -$81.7K -418 -0.9%
CT
1178
Colonial Trust
South Carolina
$9.56M +$653K +3,342 +8%
IBOK
1179
Independence Bank of Kentucky
Kentucky
$9.55M +$431K +2,204 +5%
JIC
1180
Joel Isaacson & Co
New York
$9.54M -$106K -543 -1%
TW
1181
Trajan Wealth
Arizona
$9.51M +$392K +2,005 +4%
MWA
1182
MN Wealth Advisors
Kansas
$9.5M +$63.9K +327 +0.7%
SC
1183
Skylands Capital
Wisconsin
$9.48M -$481K -2,460 -5%
SW
1184
SlateStone Wealth
Florida
$9.47M -$4.16M -21,259 -31%
BJL
1185
Brighton Jones LLC
Washington
$9.44M +$957K +4,897 +12%
PA
1186
Profund Advisors
Maryland
$9.41M -$318K -1,627 -3%
BFO
1187
Boston Family Office
Massachusetts
$9.39M -$185K -945 -2%
OFG
1188
Oxford Financial Group
Indiana
$9.39M +$391K +1,998 +4%
SAM
1189
Sompo Asset Management
Japan
$9.39M -$2.49M -12,753 -22%
WIM
1190
Wittenberg Investment Management
Massachusetts
$9.39M – – –
WAS
1191
Wealth Advisory Solutions
Indiana
$9.37M -$106K -543 -1%
SMA
1192
Sage Mountain Advisors
Georgia
$9.37M +$651K +3,328 +8%
SP
1193
Stablepoint Partners
Massachusetts
$9.36M -$1.18M -6,017 -12%
SFP
1194
Shepherd Financial Partners
Massachusetts
$9.35M +$62.6K +320 +0.7%
CWS
1195
Confluence Wealth Services
Pennsylvania
$9.33M +$981K +5,020 +12%
SC
1196
Schulhoff & Co
Ohio
$9.33M -$227K -1,162 -2%
DLCIG
1197
D.L. Carlson Investment Group
New Hampshire
$9.33M -$95.6K -489 -1%
C
1198
Certuity
Florida
$9.33M -$2.1M -10,747 -19%
CIM
1199
Chiron Investment Management
New York
$9.3M +$2.02M +10,335 +29%
LSPW
1200
Lake Street Private Wealth
Illinois
$9.3M -$3.71K -19 -0%
46 47
48
49 50