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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1401
PRW Wealth Management
Massachusetts
$4.9M +$4.58M +29,178 +1,269%
SCM
1402
Salem Capital Management
Massachusetts
$4.89M +$47.1K +300 +1%
JSC
1403
Jackson Square Capital
California
$4.89M +$340K +2,164 +7%
SIA
1404
SeaBridge Investment Advisors
New Jersey
$4.88M -$374K -2,379 -7%
MIM
1405
MTM Investment Management
South Carolina
$4.88M +$10.7K +68 +0.2%
FLI
1406
Family Legacy Inc
South Carolina
$4.88M -$9.74K -62 -0.2%
HIS
1407
Horizon Investment Services
Indiana
$4.88M -$22.8K -145 -0.5%
WA
1408
Wasatch Advisors
Utah
$4.85M +$393K +2,500 +9%
KWM
1409
Keebeck Wealth Management
Illinois
$4.85M -$442K -2,817 -8%
HPIA
1410
Hamilton Point Investment Advisors
North Carolina
$4.84M +$11.8K +75 +0.2%
SCM
1411
SOL Capital Management
Maryland
$4.83M -$153K -974 -3%
JAG
1412
Journey Advisory Group
Kentucky
$4.81M +$264K +1,681 +6%
MMM
1413
Mendel Money Management
Illinois
$4.8M +$192K +1,222 +4%
BW
1414
Bison Wealth
Georgia
$4.79M -$7.07K -45 -0.1%
TPA
1415
Trivium Point Advisory
Connecticut
$4.78M +$188K +1,199 +4%
PAM
1416
Pegasus Asset Management
New York
$4.78M +$32.5K +207 +0.7%
SAM
1417
Sawgrass Asset Management
Florida
$4.77M -$13.3K -85 -0.3%
FNT
1418
First Nebraska Trust
Nebraska
$4.76M -$1.06M -6,753 -18%
WBC
1419
West Branch Capital
Massachusetts
$4.76M +$60.2K +383 +1%
CIC
1420
Cornercap Investment Counsel
Georgia
$4.75M -$522K -3,322 -10%
AWM
1421
Apollon Wealth Management
South Carolina
$4.74M -$48.7K -310 -1%
TAM
1422
Townsend Asset Management
North Carolina
$4.74M +$272K +1,734 +6%
TBNY
1423
Trustco Bank (New York)
New York
$4.73M -$448K -2,850 -9%
PP
1424
Pegasus Partners
Wisconsin
$4.73M -$58.7K -374 -1%
FPFS
1425
First Personal Financial Services
North Carolina
$4.73M +$73K +465 +2%
55 56
57
58 59