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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PTB
1176
Pioneer Trust Bank
Oregon
$13.6M +$159K +524 +1%
SFP
1177
Shepherd Financial Partners
Massachusetts
$13.6M -$301K -993 -2%
EPW
1178
Evolve Private Wealth
California
$13.6M -$1M -3,303 -7%
CFSG
1179
Community Financial Services Group
Vermont
$13.6M +$615K +2,028 +5%
SCA
1180
Stokes Capital Advisors
South Carolina
$13.6M +$35.5K +117 +0.3%
M2MC
1181
Matthew 25 Management Corp
Pennsylvania
$13.5M -$152K -500 -1%
CIC
1182
Cutler Investment Counsel
Oregon
$13.5M +$4.55K +15 +0%
PAG
1183
Private Advisory Group
Washington
$13.4M +$519K +1,711 +4%
PCG
1184
Prosperity Consulting Group
Maryland
$13.4M -$346K -1,140 -2%
BMWM
1185
Brown Miller Wealth Management
Virginia
$13.4M +$79.8K +263 +0.6%
HVIA
1186
Hudson Valley Investment Advisors
New York
$13.3M -$2.37M -7,799 -15%
MYA
1187
Meiji Yasuda America
New York
$13.3M -$189K -623 -1%
CBA
1188
Coastal Bridge Advisors
Connecticut
$13.3M -$403K -1,328 -3%
HCA
1189
Harbor Capital Advisors
Illinois
$13.3M -$3.6M -11,858 -21%
ACGA
1190
Atlanta Consulting Group Advisors
Georgia
$13.2M -$1.06M -3,485 -7%
IIM
1191
Ipswich Investment Management
Massachusetts
$13.2M -$68.9K -227 -0.5%
OFG
1192
Oxford Financial Group
Indiana
$13.2M +$1.28M +4,204 +10%
IIM
1193
Intact Investment Management
Quebec, Canada
$13.1M -$2.43M -8,000 -15%
BPC
1194
Bearing Point Capital
Minnesota
$13.1M -$1.13M -3,729 -8%
MIM
1195
Manitou Investment Management
Ontario, Canada
$13.1M -$20.5M -67,550 -60%
AA
1196
Apriem Advisors
California
$13.1M -$48.6K -160 -0.4%
ERWM
1197
Elk River Wealth Management
Colorado
$13.1M +$535K +1,764 +4%
JCM
1198
Jacobi Capital Management
Pennsylvania
$13.1M +$174K +573 +1%
SC
1199
Schulhoff & Co
Ohio
$13.1M -$118K -390 -0.9%
PAIM
1200
Punch & Associates Investment Management
Minnesota
$13.1M -$482K -1,587 -3%
46 47
48
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