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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1476
HCR Wealth Advisors
California
$6.34M +$124K +587 +2%
LSAG
1477
Lake Street Advisors Group
New Hampshire
$6.33M +$49.7K +236 +0.8%
EWA
1478
Exencial Wealth Advisors
Oklahoma
$6.33M +$215K +1,022 +4%
AH
1479
Allen Holding
New York
$6.33M – – –
RI
1480
Redwood Investments
Massachusetts
$6.31M -$138K -654 -2%
AA
1481
Argent Advisors
Louisiana
$6.3M -$21.7K -103 -0.3%
SC
1482
Syon Capital
California
$6.29M -$39.6K -188 -0.6%
HPIA
1483
Hamilton Point Investment Advisors
North Carolina
$6.29M -$80.3K -381 -1%
SWM
1484
Scissortail Wealth Management
Oklahoma
$6.28M -$6.12M -29,065 -99%
FAM
1485
Formidable Asset Management
Ohio
$6.27M -$144K -684 -2%
BCM
1486
Buckhead Capital Management
Georgia
$6.26M -$23.4K -111 -0.4%
SACTSONJ
1487
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$6.26M – – –
LA
1488
LVW Advisors
New York
$6.26M -$214K -1,016 -3%
CWP
1489
CFM Wealth Partners
Texas
$6.25M +$182K +862 +3%
RBC
1490
Romano Brothers & Co
Illinois
$6.25M +$88.7K +421 +1%
AF
1491
Advisornet Financial
Minnesota
$6.25M +$398K +1,890 +7%
QI
1492
QV Investors
Alberta, Canada
$6.24M +$35.8K +170 +0.6%
CI
1493
Cigna Investments
Connecticut
$6.23M -$79K -375 -1%
ACM
1494
Argyle Capital Management
Pennsylvania
$6.23M -$178K -846 -3%
ANB
1495
Amarillo National Bank
Texas
$6.22M +$14.5K +69 +0.2%
CT
1496
Clearstead Trust
Maine
$6.21M +$63.8K +303 +1%
BWG
1497
Berry Wealth Group
Texas
$6.21M +$45.5K +216 +0.7%
CWAG
1498
Compton Wealth Advisory Group
Virginia
$6.21M +$123K +582 +2%
SPG
1499
Strategic Planning Group
Utah
$6.21M +$279K +1,323 +5%
PCM
1500
Patient Capital Management
Maryland
$6.2M -$26.7M -126,593 -81%
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