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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
1251
American Money Management
California
$8.66M -$364K -1,729 -4%
PPW
1252
Parcion Private Wealth
Washington
$8.66M +$430K +2,040 +5%
FNT
1253
First Nebraska Trust
Nebraska
$8.65M -$71.4K -339 -0.8%
RC
1254
RBF Capital
California
$8.65M – – –
DDC
1255
DF Dent & Co
Maryland
$8.64M +$96K +456 +1%
UF
1256
Univest Financial
Pennsylvania
$8.62M +$7.02M +33,348 +443%
PWMAG
1257
Pinnacle Wealth Management Advisory Group
New Jersey
$8.59M -$37.3K -177 -0.4%
PP
1258
PDS Planning
Ohio
$8.59M -$171K -813 -2%
PSP
1259
Principal Street Partners
Tennessee
$8.59M -$908K -4,312 -9%
TL
1260
Tradewinds LLC
North Carolina
$8.57M +$194K +921 +2%
BWS
1261
Buck Wealth Strategies
Colorado
$8.56M -$1.05M -4,970 -11%
GL
1262
Graypoint LLC
New York
$8.54M +$209K +994 +3%
TCWA
1263
Turtle Creek Wealth Advisors
Texas
$8.53M +$241K +1,146 +3%
SAM
1264
Selway Asset Management
$8.5M -$5.27K -25 -0.1%
SHA
1265
Seneca House Advisors
Virginia
$8.47M -$213K -1,011 -2%
SA
1266
Strategic Advisors
New York
$8.46M -$185K -880 -2%
RSWM
1267
Robertson Stephens Wealth Management
California
$8.46M +$64K +304 +0.8%
FC
1268
Fusion Capital
South Carolina
$8.45M -$10.5K -50 -0.1%
AIM
1269
Anchor Investment Management
South Carolina
$8.44M +$8.64K +41 +0.1%
LC
1270
Lindbrook Capital
California
$8.42M +$1.25M +5,920 +17%
TPA
1271
Trivium Point Advisory
Connecticut
$8.42M -$506K -2,404 -6%
CIA
1272
Covington Investment Advisors
Pennsylvania
$8.42M -$126K -600 -1%
HZ
1273
Hixon Zuercher
Ohio
$8.41M -$166K -790 -2%
LFM
1274
LGT Fund Management
Liechtenstein
$8.4M -$386K -1,834 -4%
AF
1275
Arrow Financial
New York
$8.38M -$88.9K -422 -1%
49 50
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