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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GPTE
1801
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.1M – – –
CIP
1802
Convergence Investment Partners
Florida
$2.1M -$5.28K -46 -0.2%
RCWM
1803
Royal Capital Wealth Management
Indiana
$2.1M +$36.8K +321 +2%
WIM
1804
Weitz Investment Management
Nebraska
$2.09M – – –
LFG
1805
Larson Financial Group
Missouri
$2.09M +$2.17M +18,909 +1,782%
VCM
1806
Violich Capital Management
California
$2.08M -$791K -6,896 -26%
OAM
1807
Oak Asset Management
California
$2.08M +$2.29M +19,918 New
AIC
1808
Archer Investment Corporation
Indiana
$2.08M +$21.7K +189 +1%
CWA
1809
Canvas Wealth Advisors
Kansas
$2.08M -$269K -2,340 -12%
SMH
1810
Sanders Morris Harris
Texas
$2.08M -$3.79M -32,997 -63%
MWM
1811
Modera Wealth Management
New Jersey
$2.08M -$173K -1,509 -7%
AGAM
1812
Audent Global Asset Management
California
$2.08M +$12.1K +105 +0.5%
LFA
1813
Landmark Financial Advisors
Kentucky
$2.08M +$25.1K +219 +1%
PFSC
1814
Peoples Financial Services Corp
Pennsylvania
$2.07M +$26.1K +227 +1%
CPA
1815
Capital Planning Advisors
California
$2.07M -$420K -3,658 -16%
AWM
1816
Aries Wealth Management
Maine
$2.07M +$7.46K +65 +0.4%
EHWM
1817
Eads & Heald Wealth Management
Georgia
$2.07M +$115K +1,005 +5%
GKFF
1818
George Kaiser Family Foundation
Oklahoma
$2.07M +$324K +2,827 +17%
KWM
1819
Keebeck Wealth Management
Illinois
$2.06M -$931K -8,112 -29%
WA
1820
Wealth Alliance
New York
$2.06M +$247K +2,152 +12%
GC
1821
GFG Capital
Florida
$2.06M +$86.2K +751 +4%
RHP
1822
Royal Harbor Partners
Texas
$2.06M -$78.3K -682 -3%
ORC
1823
O'Rourke & Company
Massachusetts
$2.05M +$185K +1,614 +9%
OHWP
1824
Oak Harbor Wealth Partners
North Carolina
$2.05M +$139K +1,214 +7%
IWA
1825
Intercontinental Wealth Advisors
Texas
$2.05M +$32.9K +287 +1%
71 72
73
74 75