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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
1251
Farmers & Merchants Trust Company
California
$12.1M +$291K +959 +2%
FNT
1252
First Nebraska Trust
Nebraska
$12.1M -$35.8K -118 -0.3%
FFM
1253
Forum Financial Management
Illinois
$12.1M -$13.3M -43,977 -52%
RC
1254
RBF Capital
California
$12.1M – – –
BA
1255
Ballast Advisors
Minnesota
$12.1M +$38.5K +127 +0.3%
FWTB
1256
First Western Trust Bank
Colorado
$12M -$291K -959 -2%
CAG
1257
Csenge Advisory Group
Florida
$12M +$910 +3 +0%
AIM
1258
Anchor Investment Management
South Carolina
$12M +$175K +577 +1%
WAS
1259
WESPAC Advisors SoCal
California
$12M +$602K +1,982 +5%
GH
1260
GAM Holding
Switzerland
$12M -$4.5M -14,813 -27%
GHA
1261
GW Henssler & Associates
Georgia
$12M +$114K +376 +0.9%
AIA
1262
AssuredPartners Investment Advisors
Florida
$11.9M +$3.8M +12,505 +45%
PWMAG
1263
Pinnacle Wealth Management Advisory Group
New Jersey
$11.9M +$137K +453 +1%
CNBTD
1264
Citizens National Bank Trust Department
Mississippi
$11.9M -$13.1K -43 -0.1%
CA
1265
Claro Advisors
Massachusetts
$11.9M +$563K +1,854 +5%
AWE
1266
Avidian Wealth Enterprises
Texas
$11.9M +$6M +19,767 +96%
AWM
1267
Arista Wealth Management
Nevada
$11.9M +$547K +1,803 +5%
CC
1268
Constitution Capital
Connecticut
$11.9M +$189K +622 +2%
AMM
1269
American Money Management
California
$11.9M +$19.7K +65 +0.2%
CWM
1270
Chronos Wealth Management
Florida
$11.8M -$43.7K -144 -0.4%
FC
1271
Fulcrum Capital
Washington
$11.8M -$1.56M -5,156 -11%
AC
1272
Apella Capital
Connecticut
$11.7M +$4.73M +15,590 +70%
APSI
1273
Asset Planning Services Inc
Louisiana
$11.7M +$89.5K +295 +0.7%
KA
1274
Kintegral Advisory
New York
$11.7M -$535K -1,762 -4%
PFBT
1275
Parkside Financial Bank & Trust
Missouri
$11.7M -$112K -370 -0.9%
49 50
51
52 53