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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1751
Peoples Financial Services Corp
Pennsylvania
$2.96M +$60.4K +420 +2%
CT
1752
Coastline Trust
Rhode Island
$2.96M -$6.33K -44 -0.2%
CCM
1753
Condor Capital Management
New Jersey
$2.95M +$65.6K +456 +2%
GDP
1754
Great Diamond Partners
Maine
$2.95M -$138K -959 -5%
HFBOT
1755
Home Federal Bank of Tennessee
Tennessee
$2.94M – – –
BFA
1756
Beaumont Financial Advisors
Massachusetts
$2.94M -$72.7K -505 -3%
SIM
1757
Sterling Investment Management
Arizona
$2.94M -$101K -702 -4%
CB
1758
CNB Bank
Pennsylvania
$2.92M -$316K -2,196 -10%
PFO
1759
Pathstone Family Office
New Jersey
$2.92M +$179K +1,245 +7%
MCG
1760
MACRO Consulting Group
New Jersey
$2.91M -$61K -424 -2%
AF
1761
Allworth Financial
California
$2.91M +$1.25M +8,709 +84%
BMA
1762
Brooks Moore & Associates
Tennessee
$2.91M -$14.5K -101 -0.5%
SIG
1763
Sargent Investment Group
Maryland
$2.9M +$236K +1,640 +9%
GLA
1764
Good Life Advisors
Pennsylvania
$2.89M +$69.5K +483 +3%
BFM
1765
Boston Financial Management
Massachusetts
$2.88M – – –
MIM
1766
Miller Investment Management
Pennsylvania
$2.88M – – –
PP
1767
Pacifica Partners
Canada
$2.88M -$39.7K -276 -1%
LFA
1768
Landmark Financial Advisors
Kentucky
$2.88M -$26.5K -184 -1%
IP
1769
Investment Partners
Ohio
$2.86M -$8.49K -59 -0.3%
VNA
1770
Valley National Advisers
Pennsylvania
$2.86M -$15.5K -108 -0.6%
QPWM
1771
Quadrant Private Wealth Management
Pennsylvania
$2.86M -$454K -3,159 -14%
YIA
1772
YHB Investment Advisors
Connecticut
$2.85M -$182K -1,262 -6%
AWMT
1773
AAFMAA Wealth Management & Trust
North Carolina
$2.85M -$2.26M -15,731 -46%
SCI
1774
Stableford Capital II
Arizona
$2.84M +$1.29K +9 +0%
GWM
1775
Graybill Wealth Management
Illinois
$2.84M -$660K -4,585 -20%
69 70
71
72 73