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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1351
Bangor Savings Bank
Maine
$5.12M -$11.5K -80 -0.2%
BZWA
1352
Blue Zone Wealth Advisors
California
$5.12M -$83.2K -578 -2%
MW
1353
Marcum Wealth
Ohio
$5.12M +$1.71M +11,899 +55%
JWCA
1354
J.W. Cole Advisors
Florida
$5.11M -$61.9K -430 -1%
KPW
1355
Kore Private Wealth
New York
$5.1M -$231K -1,608 -5%
IFAM
1356
Institutional & Family Asset Management
Colorado
$5.09M -$110K -768 -2%
YWP
1357
YorkBridge Wealth Partners
New York
$5.08M +$339K +2,354 +8%
SFA
1358
Souders Financial Advisors
Ohio
$5.08M -$259K -1,797 -5%
TBNY
1359
Trustco Bank (New York)
New York
$5.07M -$38.3K -266 -0.8%
BKA
1360
Brick & Kyle Associates
Pennsylvania
$5.06M -$80.9K -562 -2%
JCM
1361
Jacobi Capital Management
Pennsylvania
$5.05M -$3.88M -26,967 -45%
TCM
1362
Traynor Capital Management
Pennsylvania
$5.04M +$180K +1,251 +4%
CGL
1363
Clarius Group LLC
Washington
$5.04M +$844K +5,867 +22%
TSWM
1364
Triangle Securities Wealth Management
North Carolina
$5.04M -$87.8K -610 -2%
KFBMI
1365
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.02M – – –
RDWM
1366
Red Door Wealth Management
Tennessee
$5.01M +$271K +1,883 +6%
WCA
1367
Westover Capital Advisors
Delaware
$5M -$54.5K -379 -1%
MWA
1368
Meridian Wealth Advisors
Texas
$5M +$932K +6,481 +25%
TI
1369
tru Independence
Oregon
$4.99M -$3M -20,822 -39%
TA
1370
TFG Advisers
Michigan
$4.98M -$453K -3,150 -9%
UAM
1371
Unison Asset Management
Florida
$4.98M – – –
WPA
1372
Winning Points Advisors
Florida
$4.96M +$100K +697 +2%
BA
1373
Bridgewater Advisors
New York
$4.95M +$4.53M +31,459 New
SWM
1374
SeaCrest Wealth Management
New York
$4.95M +$158K +1,101 +4%
CRM
1375
Cramer Rosenthal McGlynn
Connecticut
$4.95M -$13.2M -91,560 -74%
53 54
55
56 57