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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LSWM
1276
Lorne Steinberg Wealth Management
Canada
$5.16M +$1.81M +13,190 +50%
BWS
1277
Buck Wealth Strategies
Colorado
$5.16M +$5.43M +39,614 New
AWM
1278
Avior Wealth Management
Nebraska
$5.15M +$7.67K +56 +0.1%
AT
1279
Arden Trust
Delaware
$5.15M -$106K -773 -2%
WPIC
1280
White Pine Investment Company
Michigan
$5.15M +$21.1K +154 +0.4%
PPW
1281
Parcion Private Wealth
Washington
$5.14M +$642K +4,686 +13%
VWM
1282
Valley Wealth Managers
New Jersey
$5.14M +$31.4K +229 +0.6%
UWM
1283
Udine Wealth Management
Florida
$5.13M +$184K +1,341 +4%
PJSIMP
1284
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.1M +$51.7K +377 +1%
TI
1285
tru Independence
Oregon
$5.1M -$112K -821 -2%
CF
1286
Centaurus Financial
California
$5.09M +$632K +4,616 +13%
EAM
1287
EULAV Asset Management
Florida
$5.08M -$2.06M -15,025 -28%
OFG
1288
Oxford Financial Group
Indiana
$5.08M +$15.8K +115 +0.3%
FC
1289
Fusion Capital
South Carolina
$5.08M -$43.2K -315 -0.8%
HCM
1290
Hodges Capital Management
Texas
$5.06M +$263K +1,920 +6%
CA
1291
Claar Advisors
New York
$5.06M +$5.32M +38,800 New
HAC
1292
Harbor Advisory Corp
New Hampshire
$5.05M +$153K +1,114 +3%
SIMM
1293
Stillwater Investment Management (Minnesota)
Minnesota
$5.02M +$21.1K +154 +0.4%
TAM
1294
Townsend Asset Management
North Carolina
$5.02M +$509K +3,716 +11%
NCM
1295
Nelson Capital Management
California
$5.01M -$304K -2,221 -5%
BTI
1296
Blue Trust Inc
Georgia
$5.01M -$488K -3,562 -9%
DIA
1297
Dean Investment Associates
Ohio
$5M +$455K +3,321 +9%
BHPW
1298
Beverly Hills Private Wealth
California
$5M +$2.05M +14,928 +64%
UH
1299
Unigestion Holding
Switzerland
$5M -$6.87M -50,139 -56%
AAMA
1300
Advanced Asset Management Advisors
Ohio
$4.99M +$137 +1 +0%
50 51
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