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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1226
Beacon Financial Group
Texas
$7.54M +$193K +1,276 +3%
RIA
1227
RPG Investment Advisory
California
$7.54M +$93.5K +617 +1%
SF
1228
Summit Financial
New Jersey
$7.53M +$149K +984 +2%
OFG
1229
Oxford Financial Group
Indiana
$7.53M -$95.5K -630 -1%
APSI
1230
Asset Planning Services Inc
Louisiana
$7.51M -$92.4K -610 -1%
BWAM
1231
Boyd Watterson Asset Management
Ohio
$7.49M -$18.2K -120 -0.3%
BMWM
1232
Brown Miller Wealth Management
Virginia
$7.47M -$22.6K -149 -0.3%
SW
1233
SlateStone Wealth
Florida
$7.46M +$453K +2,986 +7%
GCM
1234
Gibraltar Capital Management
Oklahoma
$7.45M -$1.21M -8,016 -15%
DA
1235
DCM Advisors
New York
$7.43M +$441K +2,912 +7%
GIP
1236
Granite Investment Partners
California
$7.42M – – –
GL
1237
Graypoint LLC
New York
$7.41M -$719K -4,743 -10%
SP
1238
Stablepoint Partners
Massachusetts
$7.39M +$6.58M +43,440 New
QI
1239
QV Investors
Alberta, Canada
$7.39M -$183K -1,210 -3%
IB
1240
Intrust Bank
Kansas
$7.38M +$34.1K +225 +0.5%
CHC
1241
City Holding Co
West Virginia
$7.38M +$199K +1,316 +3%
DWA
1242
Douglass Winthrop Advisors
New York
$7.37M +$490K +3,231 +8%
NS
1243
NBC Securities
Alabama
$7.37M +$349K +2,300 +6%
GWMIA
1244
Global Wealth Management Investment Advisory
Florida
$7.37M -$55.9K -369 -0.8%
HCM
1245
Harvey Capital Management
Florida
$7.36M -$22.7K -150 -0.3%
CCM
1246
Coerente Capital Management
Ontario, Canada
$7.35M +$300K +1,982 +5%
CT
1247
Colonial Trust
South Carolina
$7.34M +$708K +4,674 +12%
DIP
1248
DT Investment Partners
Pennsylvania
$7.33M +$77.7K +513 +1%
IA
1249
IFP Advisors
Florida
$7.31M -$852K -5,619 -12%
JIC
1250
Joel Isaacson & Co
New York
$7.31M +$50.3K +332 +0.8%
48 49
50
51 52