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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1201
Schechter Investment Advisors
Michigan
$7.75M +$3.94K +26 +0.1%
HZ
1202
Hixon Zuercher
Ohio
$7.74M +$22.3K +147 +0.3%
MCM
1203
McRae Capital Management
New Jersey
$7.72M +$48.5K +320 +0.7%
CWG
1204
Cornerstone Wealth Group
North Carolina
$7.7M +$179K +1,184 +3%
IIM
1205
Ipswich Investment Management
Massachusetts
$7.7M -$25.5K -168 -0.4%
NCM
1206
Nelson Capital Management
California
$7.7M -$311K -2,051 -4%
NIM
1207
NEOS Investment Management
Connecticut
$7.68M +$1.81M +11,919 +36%
PFM
1208
Premier Fund Managers
United Kingdom
$7.68M -$147K -968 -2%
AT
1209
American Trust
Kentucky
$7.68M +$43K +284 +0.6%
MFG
1210
Merit Financial Group
Georgia
$7.67M -$2.31M -15,211 -25%
NB
1211
Northwest Bancshares
Pennsylvania
$7.65M -$123K -809 -2%
SFP
1212
Shepherd Financial Partners
Massachusetts
$7.64M +$13.9K +92 +0.2%
HH
1213
Hilltop Holdings
Texas
$7.63M +$125K +826 +2%
DSC
1214
Duncker Streett & Co
Missouri
$7.62M -$1.82K -12 -0%
AF
1215
Arrow Financial
New York
$7.61M -$178K -1,172 -3%
PL
1216
Parthenon LLC
Kentucky
$7.61M +$34.4K +227 +0.5%
PWS
1217
Peterson Wealth Services
Utah
$7.61M -$59.1K -390 -0.9%
LTI
1218
Laffer Tengler Investments
Tennessee
$7.6M +$366K +2,416 +6%
CCM
1219
Canal Capital Management
Virginia
$7.6M +$286K +1,888 +4%
SIA
1220
Soltis Investment Advisors
Utah
$7.6M -$2.14M -14,122 -24%
FHA
1221
Flagship Harbor Advisors
Massachusetts
$7.58M +$293K +1,936 +5%
SAG
1222
SageView Advisory Group
California
$7.58M +$1.53M +10,084 +31%
AG
1223
AlTi Global
New York
$7.55M +$6.73M +44,404 New
BBA
1224
Baader Bank Aktiengesellschaft
Germany
$7.55M -$396K -2,613 -6%
SA
1225
Strategic Advisors
New York
$7.55M +$67.4K +445 +1%
47 48
49
50 51