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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
1476
Beacon Harbor Wealth Advisors
Virginia
$6.32M +$9.58K +49 +0.2%
RWM
1477
Rockline Wealth Management
New York
$6.31M +$151K +773 +3%
PCG
1478
Prosperity Consulting Group
Maryland
$6.31M +$97.8K +500 +2%
LC
1479
Legacy CG
Texas
$6.27M -$53.6K -274 -0.9%
ICP
1480
Ironvine Capital Partners
Nebraska
$6.26M -$37.5K -192 -0.6%
RMSCM
1481
R.M. Sincerbeaux Capital Management
New York
$6.26M – – –
MFG
1482
MidWestOne Financial Group
Iowa
$6.26M -$57.5K -294 -0.9%
AFM
1483
Abbot Financial Management
Massachusetts
$6.26M -$75.5K -386 -1%
AT
1484
Arden Trust
Delaware
$6.24M -$192K -984 -3%
WBWA
1485
William B. Walkup & Associates
South Carolina
$6.23M +$6.02M +30,803 New
WE
1486
Wealth Effects
Massachusetts
$6.23M +$60.8K +311 +1%
SCP
1487
Stamos Capital Partners
California
$6.22M +$135K +690 +2%
RFN
1488
RDA Financial Network
Iowa
$6.21M -$2.54K -13 -0%
LA
1489
LVW Advisors
New York
$6.21M +$55.9K +286 +0.9%
BONH
1490
Bank of New Hampshire
New Hampshire
$6.2M -$179K -915 -3%
RIA
1491
Regal Investment Advisors
Michigan
$6.17M -$22.3K -114 -0.4%
PFBT
1492
Parkside Financial Bank & Trust
Missouri
$6.16M -$89.5K -458 -1%
FAM
1493
Formidable Asset Management
Ohio
$6.15M +$44K +225 +0.7%
ACM
1494
Argyle Capital Management
Pennsylvania
$6.15M -$689K -3,525 -10%
MCM
1495
McKinley Capital Management
Alaska
$6.15M -$1.73M -8,830 -23%
EWM
1496
EPG Wealth Management
Georgia
$6.15M -$5.7M -29,180 Closed
AP
1497
Americana Partners
Texas
$6.13M +$99.3K +508 +2%
MCA
1498
MSH Capital Advisors
Arizona
$6.13M +$18.2K +93 +0.3%
TNBTD
1499
Trustmark National Bank Trust Department
Mississippi
$6.12M +$421K +2,152 +8%
9WM
1500
9258 Wealth Management
Ohio
$6.12M -$62.6K -320 -1%
58 59
60
61 62