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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1351
Cerity Partners OCIO
New York
$3.92M +$255K +2,059 +6%
CCB
1352
Country Club Bank
Missouri
$3.91M +$182K +1,465 +5%
WA
1353
Wasatch Advisors
Utah
$3.91M +$61.9K +500 +1%
EGA
1354
E&G Advisors
Texas
$3.9M +$43.4K +350 +1%
MBT
1355
Montecito Bank & Trust
California
$3.9M -$472K -3,812 -10%
CS
1356
Comerica Securities
Michigan
$3.89M +$486K +3,926 +13%
WTA
1357
Washington Trust Advisors
Massachusetts
$3.89M -$328K -2,647 -7%
EWA
1358
Exencial Wealth Advisors
Oklahoma
$3.88M +$293K +2,365 +7%
EL
1359
Essex LLC
Illinois
$3.88M +$115K +930 +3%
QCG
1360
Quadrant Capital Group
Ohio
$3.87M +$207K +1,673 +5%
SFS
1361
Strategic Financial Services
New York
$3.87M -$106K -853 -2%
BFPW
1362
BOK Financial Private Wealth
Colorado
$3.87M -$2.82M -22,738 -40%
BRM
1363
Boston Research & Management
Massachusetts
$3.85M +$159K +1,280 +4%
SGI
1364
Summit Global Investments
Utah
$3.85M -$136K -1,100 -3%
RI
1365
Redwood Investments
Massachusetts
$3.85M -$1.42M -11,434 -25%
BBA
1366
Baader Bank Aktiengesellschaft
Germany
$3.84M – – –
HL
1367
HeadInvest LLC
Maine
$3.84M -$17.6K -142 -0.4%
FPFS
1368
First Personal Financial Services
North Carolina
$3.84M +$203K +1,641 +5%
JC
1369
JB Capital
Connecticut
$3.83M +$221K +1,780 +6%
SSW
1370
Stone Summit Wealth
Florida
$3.83M +$39.2K +316 +0.9%
CL
1371
CSS LLC
Illinois
$3.83M +$496K +4,000 +13%
AAS
1372
Annex Advisory Services
Wisconsin
$3.83M +$172K +1,392 +4%
WANY
1373
Wealthspire Advisors (New York)
New York
$3.82M +$901K +7,276 +27%
BWM
1374
BerganKDV Wealth Management
Minnesota
$3.82M +$3.05M +24,649 +266%
GLA
1375
Good Life Advisors
Pennsylvania
$3.82M +$169K +1,367 +4%
53 54
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56 57