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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
1301
Graves Light Lenhart Wealth
Virginia
$11.2M -$561K -2,199 -5%
WWM
1302
Western Wealth Management
Colorado
$11.2M +$576K +2,257 +6%
LSWM
1303
Lorne Steinberg Wealth Management
Canada
$11.2M -$77.8K -305 -0.8%
AWM
1304
Avior Wealth Management
Nebraska
$11.2M +$84K +329 +0.9%
LIM
1305
Lathrop Investment Management
Arkansas
$11.1M +$8.22M +32,224 +522%
TPA
1306
Trivium Point Advisory
Connecticut
$11.1M -$245K -959 -2%
SA
1307
Strategic Advisors
New York
$11.1M -$181K -709 -2%
HCM
1308
Hilton Capital Management
New York
$11.1M +$35K +137 +0.4%
UF
1309
Univest Financial
Pennsylvania
$11.1M -$367K -1,438 -4%
AAMA
1310
Advanced Asset Management Advisors
Ohio
$11.1M – – –
FFG
1311
Frisch Financial Group
New York
$11.1M -$317K -1,242 -3%
OL
1312
Owen LaRue
Kentucky
$11M +$202K +793 +2%
BWAM
1313
Boyd Watterson Asset Management
Ohio
$11M +$175K +684 +2%
HI
1314
Harbour Investments
Wisconsin
$11M +$374K +1,464 +4%
DIP
1315
DT Investment Partners
Pennsylvania
$11M -$461K -1,805 -5%
NA
1316
Nordwand Advisors
Pennsylvania
$11M +$9.55M +37,411 +8,522%
AF
1317
Apexium Financial
Texas
$11M -$2.29M -8,960 -19%
MP
1318
McDonald Partners
Ohio
$10.9M -$150K -587 -2%
CWM
1319
Chemistry Wealth Management
New York
$10.9M -$147K -576 -2%
LFG
1320
Larson Financial Group
Missouri
$10.9M +$983K +3,851 +11%
WIM
1321
WealthPlan Investment Management
Nebraska
$10.9M +$1.31M +5,153 +16%
SNB
1322
Security National Bank
Nebraska
$10.9M +$177K +692 +2%
BSC
1323
Brown Shipley & Co
United Kingdom
$10.8M -$1.04M -4,087 -10%
AC
1324
Arrow Capital
Australia
$10.8M +$6.24M +24,459 New
AT
1325
American Trust
Kentucky
$10.8M +$232K +908 +2%
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