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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1751
Regal Investment Advisors
Michigan
$1.23M +$103K +913 +9%
AWS
1752
AJ Wealth Strategies
New York
$1.23M +$5.89K +52 +0.5%
SFG
1753
Sather Financial Group
Texas
$1.22M +$7.7K +68 +0.6%
OIM
1754
Orca Investment Management
Oregon
$1.22M -$401K -3,538 -24%
MIM
1755
Miller Investment Management
Pennsylvania
$1.21M +$3.96K +35 +0.3%
RPC
1756
Rossmore Private Capital
Connecticut
$1.21M -$260K -2,294 -17%
SAM
1757
Shamrock Asset Management
Texas
$1.21M -$38.6K -341 -3%
TMC
1758
Trellus Management Company
Florida
$1.21M – – –
BWM
1759
BerganKDV Wealth Management
Minnesota
$1.21M -$82.2K -726 -6%
MWM
1760
Mission Wealth Management
California
$1.21M +$43.9K +388 +4%
AP
1761
Atwood & Palmer
Missouri
$1.2M – – –
OAM
1762
Oak Asset Management
California
$1.2M -$38.5K -340 -3%
CHJWM
1763
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M -$47.6K -420 -4%
FPCP
1764
Fort Point Capital Partners
California
$1.2M +$326K +2,880 +36%
MIS
1765
Morningstar Investment Services
Illinois
$1.2M +$103K +906 +9%
HFA
1766
High Falls Advisors
New York
$1.19M +$13.6K +120 +1%
BHBT
1767
Burke & Herbert Bank & Trust
Virginia
$1.19M – – –
BCM
1768
Brown Capital Management
Maryland
$1.19M -$83K -733 -6%
GA
1769
Geller Advisors
New York
$1.19M +$1.22M +10,797 New
JFA
1770
JNBA Financial Advisors
Minnesota
$1.18M +$61.6K +544 +5%
RP
1771
Riverbridge Partners
Minnesota
$1.16M – – –
SFG
1772
Summit Financial Group
West Virginia
$1.16M +$217K +1,920 +22%
KF
1773
Krilogy Financial
Missouri
$1.16M +$62.6K +553 +6%
UIA
1774
UBP Investment Advisors
Switzerland
$1.16M +$317K +2,798 +36%
MPPLM
1775
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.15M +$43.1K +381 +4%
69 70
71
72 73