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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1426
Occidental Asset Management
California
$10.6M +$674K +2,177 +7%
BBWA
1427
Bell & Brown Wealth Advisors
California
$10.6M -$229K -740 -2%
1M
1428
1248 Management
Missouri
$10.5M -$167K -541 -2%
CBB
1429
Citizens Business Bank
California
$10.5M +$255K +825 +3%
NHT
1430
New Hampshire Trust
New Hampshire
$10.5M -$378K -1,220 -4%
NRC
1431
New Republic Capital
North Carolina
$10.5M -$16M -51,611 -61%
GIA
1432
Guyasuta Investment Advisors
Pennsylvania
$10.5M +$515K +1,664 +5%
SHA
1433
Seneca House Advisors
Virginia
$10.5M -$275K -889 -3%
CW
1434
CreativeOne Wealth
Kansas
$10.4M -$123K -396 -1%
BKA
1435
Brick & Kyle Associates
Pennsylvania
$10.4M -$114K -369 -1%
LG
1436
Leuthold Group
Minnesota
$10.4M +$69.7K +225 +0.7%
BGC
1437
Beutel, Goodman & Co
Ontario, Canada
$10.4M – – –
FBFS
1438
First Business Financial Services
Wisconsin
$10.3M +$162K +524 +2%
SIA
1439
Soltis Investment Advisors
Utah
$10.3M +$563K +1,820 +6%
NAM
1440
NTV Asset Management
West Virginia
$10.3M +$36.2K +117 +0.4%
UWM
1441
Udine Wealth Management
Florida
$10.3M +$283K +915 +3%
GSEP
1442
Golden State Equity Partners
California
$10.3M +$216K +697 +2%
KC
1443
Kepler Cheuvreux
$10.3M +$6.24M +20,169 +172%
DWM
1444
Diversify Wealth Management
Utah
$10.2M +$289K +933 +3%
AC
1445
Arjuna Capital
North Carolina
$10.2M -$131K -424 -1%
QI
1446
Qtron Investments
Massachusetts
$10.2M -$1.11M -3,596 -10%
ITIM
1447
Indiana Trust & Investment Management
Indiana
$10.2M +$256K +827 +3%
BFC
1448
Bedel Financial Consulting
Indiana
$10.2M +$105K +338 +1%
TPM
1449
Triasima Portfolio Management
Quebec, Canada
$10.2M +$998K +3,223 +11%
AOWM
1450
Alpha Omega Wealth Management
Virginia
$10.2M -$412K -1,330 -4%
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