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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1526
Hamilton Point Investment Advisors
North Carolina
$9.1M +$13.7K +46 +0.2%
HFM
1527
Hartford Financial Management
Connecticut
$9.09M +$153K +513 +2%
MIP
1528
Marietta Investment Partners
Wisconsin
$9.08M -$286K -962 -3%
CNFG
1529
Creegan & Nassoura Financial Group
New Hampshire
$9.07M -$443K -1,491 -5%
PTP
1530
Platform Technology Partners
New York
$9.07M +$151K +508 +2%
NB
1531
Northwest Bancshares
Pennsylvania
$9.07M -$411K -1,383 -5%
AWM
1532
Angeles Wealth Management
California
$9.07M +$3.24M +10,893 +61%
IAIM
1533
International Assets Investment Management
Florida
$9.05M -$461M -1,548,996 -98%
EFG
1534
Everhart Financial Group
Ohio
$9.05M +$353K +1,188 +4%
PGWM
1535
Parisi Gray Wealth Management
New Jersey
$9.05M +$20.2K +68 +0.2%
HNW
1536
High Note Wealth
Minnesota
$9.04M +$182K +611 +2%
DFCM
1537
Dark Forest Capital Management
Puerto Rico
$9.04M +$8.52M +28,657 New
DWM
1538
Dynasty Wealth Management
Florida
$9.04M +$8.52M +28,657 New
LFA
1539
Lauterbach Financial Advisors
Texas
$9.03M +$4.46K +15 +0.1%
KA
1540
Klingman & Associates
New York
$9.02M +$2.36M +7,939 +38%
MSAM
1541
Moloney Securities Asset Management
Missouri
$9.01M +$880K +2,958 +12%
DW30
1542
Drucker Wealth 3.0
New Jersey
$9M -$677K -2,277 -7%
MIM
1543
MTM Investment Management
South Carolina
$8.99M -$55.6K -187 -0.7%
TPM
1544
Triasima Portfolio Management
Quebec, Canada
$8.99M +$398K +1,338 +5%
MBT
1545
Montecito Bank & Trust
California
$8.99M +$8.47M +28,486 New
CFCI
1546
Comprehensive Financial Consultants Institutional
Indiana
$8.98M -$279K -937 -3%
MCM
1547
MV Capital Management
Maryland
$8.96M +$83.3K +280 +1%
CPW
1548
Cove Private Wealth
New York
$8.96M +$23.8K +80 +0.3%
SBFM
1549
S-Bank Fund Management
Finland
$8.96M -$465K -1,564 -5%
MWAM
1550
Manhattan West Asset Management
California
$8.94M +$66K +222 +0.8%
60 61
62
63 64