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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
1726
Richard P. Slaughter Associates
Texas
$4.68M -$548K -3,035 -11%
SIM
1727
Studio Investment Management
Illinois
$4.68M -$235K -1,300 -5%
SSWM
1728
Sheets Smith Wealth Management
North Carolina
$4.68M +$24.9K +138 +0.6%
RAG
1729
RIA Advisory Group
Iowa
$4.67M +$4.21M +23,329 New
TBNY
1730
Trustco Bank (New York)
New York
$4.66M -$193K -1,070 -4%
PPWP
1731
Premier Path Wealth Partners
New Jersey
$4.66M -$148K -819 -3%
PBC
1732
Pavion Blue Capital
California
$4.66M -$13.4K -74 -0.3%
SIG
1733
Sargent Investment Group
Maryland
$4.65M -$812K -4,498 -16%
DCM
1734
Dudley Capital Management
Virginia
$4.64M +$98.3K +545 +2%
GCM
1735
Gables Capital Management
Florida
$4.63M +$18K +100 +0.4%
CST
1736
Charles Schwab Trust
Nevada
$4.63M -$59.4K -329 -1%
ORC
1737
O'Rourke & Company
Massachusetts
$4.62M +$211K +1,171 +5%
IAS
1738
IMA Advisory Services
Colorado
$4.6M -$392K -2,175 -9%
SP
1739
SWS Partners
Ohio
$4.6M -$269K -1,492 -6%
AWM
1740
Ameliora Wealth Management
Switzerland
$4.59M -$14.6K -81 -0.4%
DFG
1741
Delta Financial Group
New Jersey
$4.59M +$11K +61 +0.3%
WMA
1742
West Michigan Advisors
Michigan
$4.59M -$58.3K -323 -1%
BOSSRA
1743
B.O.S.S. Retirement Advisors
Utah
$4.58M -$262K -1,451 -5%
LWA
1744
Lineweaver Wealth Advisors
Ohio
$4.57M +$141K +784 +4%
NCM
1745
NCM Capital Management
New Jersey
$4.56M -$3.97K -22 -0.1%
ATC
1746
Adirondack Trust Company
New York
$4.56M -$50.2K -278 -1%
KFI
1747
Key Financial Inc
Pennsylvania
$4.56M +$2.17K +12 +0.1%
SPI
1748
Sutton Place Investors
New York
$4.55M +$1.74M +9,626 +73%
WAM
1749
Wakefield Asset Management
Colorado
$4.55M -$190K -1,053 -4%
TPW
1750
Transatlantique Private Wealth
New York
$4.55M -$33.4K -185 -0.8%
68 69
70
71 72