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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1251
Ameritas Investment Partners
Nebraska
$5.46M -$64.5K -509 -1%
WANY
1252
Wealthspire Advisors (New York)
New York
$5.45M +$825K +6,510 +19%
PWS
1253
Peloton Wealth Strategists
Indiana
$5.44M – – –
PCA
1254
Providence Capital Advisors
North Carolina
$5.44M +$4.94K +39 +0.1%
OIM
1255
Opus Investment Management
Massachusetts
$5.41M – – –
SFP
1256
Shepherd Financial Partners
Massachusetts
$5.41M +$46.8K +369 +0.9%
AT
1257
Arden Trust
Delaware
$5.41M +$269K +2,124 +6%
UAM
1258
Unison Asset Management
Florida
$5.39M +$16.9K +133 +0.3%
HW
1259
Hedeker Wealth
Illinois
$5.37M -$8.74K -69 -0.2%
WP
1260
Waycross Partners
Kentucky
$5.37M +$3.23M +25,458 +174%
HWM
1261
Hohimer Wealth Management
Washington
$5.37M -$264K -2,087 -5%
NO
1262
Ninety One
South Africa
$5.37M -$82.9K -654 -2%
UFG
1263
United Fire Group
Iowa
$5.36M – – –
TI
1264
tru Independence
Oregon
$5.36M +$71.6K +565 +1%
TFS
1265
TrustCore Financial Services
Tennessee
$5.35M +$198K +1,561 +4%
DIP
1266
DT Investment Partners
Pennsylvania
$5.35M -$58.3K -460 -1%
MHS
1267
M Holdings Securities
Oregon
$5.35M -$3.17K -25 -0.1%
QCG
1268
Quadrant Capital Group
Ohio
$5.34M +$252K +1,991 +5%
HI
1269
Harbour Investments
Wisconsin
$5.32M +$363K +2,863 +8%
SFA
1270
Source Financial Advisors
New York
$5.32M +$234K +1,849 +5%
PAMG
1271
Patton Albertson Miller Group
Tennessee
$5.31M -$322K -2,544 -6%
CWM
1272
Chronos Wealth Management
Florida
$5.31M -$24.1K -190 -0.5%
SWM
1273
Spire Wealth Management
Virginia
$5.31M +$885K +6,983 +21%
CWS
1274
Confluence Wealth Services
Pennsylvania
$5.3M +$134K +1,061 +3%
CAL
1275
Capital Analysts LLC
Pennsylvania
$5.3M +$170K +1,338 +4%
49 50
51
52 53