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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1401
Sentinel Trust
Texas
$7M – – –
AAM
1402
Augustine Asset Management
Florida
$7M -$39K -216 -0.6%
CSA
1403
Cottage Street Advisors
Massachusetts
$6.99M -$37.9K -210 -0.6%
BFA
1404
Bill Few Associates
Pennsylvania
$6.99M +$176K +974 +3%
AIP
1405
Ameritas Investment Partners
Nebraska
$6.95M -$182K -1,011 -3%
PFA
1406
Pathway Financial Advisers
Indiana
$6.94M -$357K -1,978 -5%
MA
1407
McBroom & Associates
Nevada
$6.93M -$71.8K -398 -1%
KWA
1408
Kingswood Wealth Advisors
California
$6.92M -$1.32M -7,291 -17%
SFM
1409
Soros Fund Management
New York
$6.91M +$6.23M +34,500 New
TPA
1410
Trivium Point Advisory
Connecticut
$6.87M +$88.2K +489 +1%
MW
1411
Marcum Wealth
Ohio
$6.85M -$169K -935 -3%
LHC
1412
Little House Capital
Massachusetts
$6.85M +$509K +2,821 +9%
TAM
1413
Trust Asset Management
Texas
$6.83M -$16.2K -90 -0.3%
MA
1414
MSA Advisors
California
$6.83M -$550K -3,050 -8%
PKC
1415
Palmer Knight Company
Florida
$6.82M +$133K +735 +2%
DA
1416
DCM Advisors
New York
$6.82M -$1.74M -9,640 -22%
SSW
1417
Stone Summit Wealth
Florida
$6.82M -$287K -1,591 -4%
ACM
1418
Argyle Capital Management
Pennsylvania
$6.8M -$253K -1,400 -4%
ACM
1419
Aquatic Capital Management
Illinois
$6.79M -$39.3M -217,900 -87%
IW
1420
Imprint Wealth
South Carolina
$6.79M +$3.9M +21,596 +172%
ALC
1421
Alexander Labrunerie & Co
Missouri
$6.75M +$6.08M +33,713 New
RWA
1422
Roberts Wealth Advisors
California
$6.75M -$26.5K -147 -0.4%
JFGIW
1423
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.75M -$106K -586 -2%
NAM
1424
NTV Asset Management
West Virginia
$6.75M +$74.9K +415 +1%
CBB
1425
Citizens Business Bank
California
$6.73M -$98.3K -545 -2%
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