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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1801
SOA Wealth Advisors
New York
$5.11M +$59.4K +255 +1%
CLA
1802
Carnegie Lake Advisors
New Jersey
$5.11M -$134K -575 -3%
TM
1803
TigerOak Management
New Mexico
$5.08M +$4.93M +21,183 New
ACM
1804
AlphaStar Capital Management
North Carolina
$5.07M +$462K +1,982 +10%
AMI
1805
Amica Mutual Insurance
Rhode Island
$5.06M – – –
V
1806
VeraBank
Texas
$5.04M -$6.29K -27 -0.1%
BLC
1807
Brown, Lisle/Cummings
Rhode Island
$5.04M +$147K +629 +3%
RSA
1808
River Street Advisors
Illinois
$5.04M -$143K -614 -3%
PCIG
1809
Partners Capital Investment Group
Massachusetts
$5.04M +$4.9M +21,033 New
CCWM
1810
Cassaday & Co Wealth Management
Virginia
$5.04M +$165K +710 +3%
CT
1811
Coastline Trust
Rhode Island
$5.03M +$53.1K +228 +1%
SCM
1812
SOL Capital Management
Maryland
$5.03M -$796K -3,416 -14%
DMKJ
1813
David M. Knott Jr
$5.03M – – –
PWA
1814
Providence Wealth Advisors
Illinois
$5.03M -$147K -629 -3%
AI
1815
Accredited Investors
Minnesota
$5.03M +$40.1K +172 +0.8%
IWA
1816
IBEX Wealth Advisors
New Jersey
$5.02M +$4.87M +20,929 New
DA
1817
Doliver Advisors
Texas
$5.02M -$615K -2,640 -11%
OAM
1818
Ostrum Asset Management
France
$5.01M +$2.91M +12,498 +148%
GGHC
1819
Gilder Gagnon Howe & Co
New York
$5.01M -$41.7K -179 -0.8%
PAG
1820
Private Advisory Group
Washington
$5.01M +$238K +1,023 +5%
BFA
1821
Beaumont Financial Advisors
Massachusetts
$5M +$100K +430 +2%
ADIM
1822
Alpha DNA Investment Management
Maryland
$5M -$69.6K -299 -1%
JSW
1823
Journey Strategic Wealth
New Jersey
$4.98M +$643K +2,762 +15%
BW
1824
Bison Wealth
Georgia
$4.98M -$7.17M -30,800 -60%
JSL
1825
JT Stratford LLC
Georgia
$4.97M +$288K +1,236 +6%
71 72
73
74 75