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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1451
Claro Advisors
Massachusetts
$3.31M – – –
TAM
1452
Townsend Asset Management
North Carolina
$3.31M -$138K -1,203 -4%
DPIM
1453
Duff & Phelps Investment Management
Illinois
$3.31M – – –
LBC
1454
Lawrence B. Cohen
$3.31M +$50.3K +438 +1%
SWM
1455
Scissortail Wealth Management
Oklahoma
$3.29M +$372K +3,241 +14%
LI
1456
Lafayette Investments
Maryland
$3.29M -$169K -1,477 -4%
IAMOG
1457
Investors Asset Management of Georgia
Georgia
$3.29M +$67.9K +592 +2%
HNW
1458
High Note Wealth
Minnesota
$3.29M -$18.6K -162 -0.6%
SCM
1459
Silvant Capital Management
Georgia
$3.28M -$31.4K -274 -0.9%
FHA
1460
Flagship Harbor Advisors
Massachusetts
$3.28M +$82.7K +721 +2%
CPC
1461
Consolidated Planning Corp
Georgia
$3.28M -$13.4K -117 -0.4%
AAS
1462
Ameritas Advisory Services
Nebraska
$3.27M +$67.7K +590 +2%
CT
1463
Clearstead Trust
Maine
$3.27M +$429K +3,737 +14%
SGCA
1464
Steel Grove Capital Advisors
Tennessee
$3.27M +$64.5K +562 +2%
SB
1465
Strategic Blueprint
Georgia
$3.27M +$181K +1,580 +5%
CAM
1466
Centre Asset Management
New York
$3.26M -$14K -122 -0.4%
BMA
1467
Brooks Moore & Associates
Tennessee
$3.26M +$24.2K +211 +0.7%
NG
1468
NatWest Group
United Kingdom
$3.26M -$833K -7,259 -19%
BZWA
1469
Blue Zone Wealth Advisors
California
$3.25M -$7.57K -66 -0.2%
GAG
1470
GM Advisory Group
New York
$3.24M -$25.7K -224 -0.7%
AC
1471
Addison Capital
Pennsylvania
$3.24M -$574 -5 -0%
BCFS
1472
Butensky & Cohen Financial Security
Florida
$3.24M +$730K +6,363 +26%
IFG
1473
Independent Financial Group
California
$3.24M +$424K +3,699 +14%
CW
1474
CreativeOne Wealth
Kansas
$3.23M +$218K +1,896 +7%
SWA
1475
Stratos Wealth Advisors
Ohio
$3.23M -$1.96M -17,065 -36%
57 58
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60 61