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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
1326
Van Strum & Towne
California
$9.14M -$115K -495 -1%
GIM
1327
Generate Investment Management
New Zealand
$9.13M +$1.79M +7,688 +25%
CIM
1328
Contravisory Investment Management
Massachusetts
$9.12M -$22.8K -98 -0.3%
CICC
1329
Capital Investment Counsel (Colorado)
Colorado
$9.11M +$136K +586 +2%
CC
1330
Constitution Capital
Connecticut
$9.11M -$5.14M -22,050 -37%
GIA
1331
Guyasuta Investment Advisors
Pennsylvania
$9.1M -$733K -3,148 -8%
LT
1332
Legacy Trust
Michigan
$9.08M -$4.19K -18 -0%
BWL
1333
Bogart Wealth LLC
Virginia
$9.07M -$113K -487 -1%
SHA
1334
Seneca House Advisors
Virginia
$9.05M -$560K -2,406 -6%
BAM
1335
Belpointe Asset Management
Nevada
$9.01M -$413K -1,774 -4%
EP
1336
Edgestream Partners
New Jersey
$9.01M +$6.5M +27,906 +289%
SAM
1337
Socorro Asset Management
Texas
$8.99M – – –
SC
1338
Skylands Capital
Wisconsin
$8.93M -$1.22M -5,235 -12%
HCM
1339
Hilton Capital Management
New York
$8.91M -$1.24M -5,329 -13%
AC
1340
Arjuna Capital
North Carolina
$8.9M -$369K -1,586 -4%
BRCM
1341
Bright Rock Capital Management
Massachusetts
$8.87M -$6.52M -28,000 -43%
SCM
1342
Sitrin Capital Management
California
$8.86M +$82.7K +355 +1%
SFI
1343
SPC Financial Inc
Maryland
$8.86M +$229K +985 +3%
BRM
1344
Boston Research & Management
Massachusetts
$8.85M -$51.7K -222 -0.6%
SAI
1345
Systematic Alpha Investments
New Jersey
$8.82M – – –
TW
1346
TrinityPoint Wealth
Connecticut
$8.81M +$235K +1,010 +3%
PSP
1347
Principal Street Partners
Tennessee
$8.8M -$1.02M -4,385 -11%
AT
1348
American Trust
Kentucky
$8.77M -$5.82K -25 -0.1%
MA
1349
McBroom & Associates
Nevada
$8.77M +$39.1K +168 +0.5%
MYIA
1350
Mount Yale Investment Advisors
Colorado
$8.77M +$4.99M +21,441 +142%
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