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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1276
Kintegral Advisory
New York
$13M – – –
AWCI
1277
Alpine Woods Capital Investors
New York
$13M +$713K +2,296 +6%
IWA
1278
Icon Wealth Advisors
Texas
$13M +$1.61M +5,184 +15%
XF
1279
XML Financial
Maryland
$13M -$22K -71 -0.2%
NP
1280
Nilsine Partners
Colorado
$12.9M +$180K +581 +1%
LSWM
1281
Lorne Steinberg Wealth Management
Canada
$12.9M +$193K +620 +2%
AMM
1282
American Money Management
California
$12.9M -$304K -978 -2%
BP
1283
Broadleaf Partners
Ohio
$12.9M +$281K +904 +2%
BCPWM
1284
Bradley & Co Private Wealth Management
Florida
$12.9M +$36.6K +118 +0.3%
AA
1285
Altrafin AG
$12.9M +$43.5K +140 +0.4%
WIA
1286
Wetzel Investment Advisors
Indiana
$12.9M -$131K -423 -1%
GWMR
1287
GC Wealth Management RIA
Massachusetts
$12.8M -$3.88M -12,497 -24%
SIG
1288
Sargent Investment Group
Maryland
$12.8M +$138K +444 +1%
AIA
1289
AssuredPartners Investment Advisors
Florida
$12.8M -$388K -1,250 -3%
SP
1290
Stablepoint Partners
Massachusetts
$12.8M +$7.76K +25 +0.1%
WKWM
1291
Walter & Keenan Wealth Management
Indiana
$12.8M +$93.8K +302 +0.8%
NS
1292
NBC Securities
Alabama
$12.8M -$137K -440 -1%
CIC
1293
Chilton Investment Company
Connecticut
$12.8M -$50K -161 -0.4%
MBTD
1294
Mechanics Bank - Trust Department
California
$12.8M -$95.6K -308 -0.8%
MG
1295
Mather Group
Illinois
$12.8M +$5.37M +17,299 +79%
IPW
1296
Inlet Private Wealth
Florida
$12.7M -$1.4M -4,500 -10%
FWTB
1297
First Western Trust Bank
Colorado
$12.7M -$631K -2,031 -5%
IAIM
1298
International Assets Investment Management
Florida
$12.7M +$126M +405,547 +32%
AC
1299
Apella Capital
Connecticut
$12.7M -$111K -357 -0.9%
CIM
1300
Contravisory Investment Management
Massachusetts
$12.7M -$70.8K -228 -0.6%
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