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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1301
Shelton Capital Management
Colorado
$12.6M -$1.47M -4,731 -11%
FC
1302
Fulcrum Capital
Washington
$12.5M -$568K -1,828 -5%
TE
1303
Tema ETFs
New York
$12.5M +$621K +2,001 +6%
APSI
1304
Asset Planning Services Inc
Louisiana
$12.5M -$516K -1,660 -4%
SA
1305
Strategic Advisors
New York
$12.5M -$91.6K -295 -0.8%
AWM
1306
Angeles Wealth Management
California
$12.5M +$736K +2,371 +7%
CC
1307
Constitution Capital
Connecticut
$12.5M -$720K -2,320 -6%
SFGP
1308
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.5M +$544K +1,753 +5%
BSB
1309
Bangor Savings Bank
Maine
$12.5M -$249K -801 -2%
GH
1310
GAM Holding
Switzerland
$12.5M -$814K -2,622 -6%
VST
1311
Van Strum & Towne
California
$12.5M +$82.3K +265 +0.7%
BFG
1312
Beacon Financial Group
Texas
$12.4M -$68.6K -221 -0.6%
SAG
1313
SageView Advisory Group
California
$12.4M -$125K -402 -1%
CP
1314
Cumberland Partners
Ontario, Canada
$12.4M -$1.24K -4 -0%
HAG
1315
HighPoint Advisor Group
Illinois
$12.4M +$376K +1,212 +3%
FSG
1316
Financial Strategies Group
Michigan
$12.3M +$137K +440 +1%
NHT
1317
New Hampshire Trust
New Hampshire
$12.3M +$1.62M +5,221 +16%
PGF
1318
Plan Group Financial
Oklahoma
$12.3M -$534K -1,719 -4%
LIP
1319
Lighthouse Investment Partners
Florida
$12.3M -$6.79M -21,861 -37%
BWL
1320
Bogart Wealth LLC
Virginia
$12.2M +$342K +1,102 +3%
HCM
1321
Harvey Capital Management
Florida
$12.2M -$59K -190 -0.5%
BWM
1322
BigSur Wealth Management
Florida
$12.2M +$2.21M +7,103 +24%
XWM
1323
Xcel Wealth Management
Florida
$12.1M -$438K -1,412 -4%
CWM
1324
Compass Wealth Management
Connecticut
$12.1M +$25.5K +82 +0.2%
FP
1325
FFG Partners
Florida
$12.1M -$709K -2,283 -6%
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