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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1201
SteelPeak Wealth
California
$14.4M -$8.28M -26,665 -38%
GWMIA
1202
Global Wealth Management Investment Advisory
Florida
$14.4M +$621K +2,001 +5%
SFO
1203
Stokes Family Office
Louisiana
$14.4M -$1.43M -4,606 -10%
SNB
1204
Security National Bank
Nebraska
$14.3M +$1.28M +4,118 +10%
MAM
1205
Mystic Asset Management
Rhode Island
$14.3M -$110K -354 -0.8%
SFG
1206
SevenBridge Financial Group
Pennsylvania
$14.3M -$61.8K -199 -0.5%
IFG
1207
Independent Financial Group
California
$14.3M +$509K +1,639 +4%
TWA
1208
Tulsa Wealth Advisors
Oklahoma
$14.2M +$142K +458 +1%
IIM
1209
Ipswich Investment Management
Massachusetts
$14.2M -$478K -1,540 -3%
PCA
1210
Providence Capital Advisors
North Carolina
$14.2M +$475K +1,531 +4%
NEAM
1211
New England Asset Management
Connecticut
$14.1M +$94.4K +304 +0.7%
IA
1212
IFG Advisory
Georgia
$14.1M +$13.4M +43,108 New
HVIA
1213
Hudson Valley Investment Advisors
New York
$14.1M -$712K -2,294 -5%
FMI
1214
F/M Investments
District of Columbia
$14.1M +$525K +1,690 +4%
BPC
1215
Banque Pictet & Cie
Switzerland
$14.1M -$4.17M -13,416 -24%
NRC
1216
New Republic Capital
North Carolina
$14.1M +$2.21M +7,101 +20%
TCA
1217
Transcend Capital Advisors
New Jersey
$14M -$170K -548 -1%
SPG
1218
Strategic Planning Group
Utah
$14M +$511K +1,644 +4%
PT
1219
Plimoth Trust
Massachusetts
$14M -$278K -895 -2%
NA
1220
Nordwand Advisors
Pennsylvania
$14M +$150K +484 +1%
IB
1221
Intrust Bank
Kansas
$14M -$213K -686 -2%
RWB
1222
RMR Wealth Builders
New Jersey
$14M +$1.17M +3,753 +10%
IP
1223
Interval Partners
New York
$14M -$11M -35,306 -45%
SC
1224
Schulhoff & Co
Ohio
$14M -$584K -1,880 -4%
GCC
1225
Guardian Capital (Canada)
Ontario, Canada
$13.9M +$118K +380 +0.9%
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