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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
1201
Relative Value Partners Group
$9.3M +$6.96M +35,581 +343%
WKWM
1202
Walter & Keenan Wealth Management
Indiana
$9.29M -$13.7K -70 -0.2%
EFG
1203
Embree Financial Group
Illinois
$9.29M -$85.8K -439 -0.9%
BL
1204
BCWM LLC
Kansas
$9.28M +$281K +1,438 +3%
PAM
1205
Paradigm Asset Management
New York
$9.24M +$2.5M +12,800 +39%
SAM
1206
Smithbridge Asset Management
Pennsylvania
$9.24M -$890K -4,550 -9%
KA
1207
Kintegral Advisory
New York
$9.23M +$391 +2 +0%
WIA
1208
Wetzel Investment Advisors
Indiana
$9.23M -$31.9K -163 -0.4%
BWS
1209
Buck Wealth Strategies
Colorado
$9.22M +$8.3M +42,478 +1,365%
SGA
1210
Strategic Global Advisors
California
$9.22M -$97.4K -498 -1%
CCM
1211
Coerente Capital Management
Ontario, Canada
$9.2M -$638K -3,265 -7%
FPAS
1212
Focus Partners Advisor Solutions
Missouri
$9.19M -$1.44M -7,365 -14%
PSP
1213
Principal Street Partners
Tennessee
$9.19M -$78.8K -403 -0.9%
KWA
1214
Kingswood Wealth Advisors
California
$9.18M +$2.13M +10,875 +31%
IIM
1215
Ipswich Investment Management
Massachusetts
$9.17M -$37.7K -193 -0.4%
ACM
1216
Alpha Capital Management
Texas
$9.17M -$130K -667 -1%
CFSG
1217
Community Financial Services Group
Vermont
$9.15M +$297K +1,518 +3%
BMWM
1218
Brown Miller Wealth Management
Virginia
$9.13M -$23.7K -121 -0.3%
IP
1219
Interval Partners
New York
$9.13M -$37.3M -190,887 -81%
WAS
1220
WESPAC Advisors SoCal
California
$9.12M -$217K -1,109 -2%
SIA
1221
Schechter Investment Advisors
Michigan
$9.12M -$75.9K -388 -0.9%
VFM
1222
Viking Fund Management
North Dakota
$9.1M -$3.71M -19,000 -30%
SFG
1223
SevenBridge Financial Group
Pennsylvania
$9.09M -$14.9K -76 -0.2%
HCM
1224
Hodges Capital Management
Texas
$9.07M -$1.7M -8,691 -16%
BHPW
1225
Beverly Hills Private Wealth
California
$9.06M +$638K +3,261 +8%
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