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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1851
Sculati Wealth Management
Michigan
$4.05M -$56.9K -291 -1%
JSSH
1852
J. Safra Sarasin Holding
$4.05M +$3.91M +20,023 New
CCWM
1853
Cassaday & Co Wealth Management
Virginia
$4.05M -$39.7K -203 -1%
OF
1854
Outfitter Financial
Maine
$4.04M -$79.2K -405 -2%
BB
1855
Bell Bank
North Dakota
$4.04M +$170K +870 +5%
NIP
1856
Nicholas Investment Partners
California
$4.04M – – –
FM
1857
Family Management
New York
$4.03M +$107K +546 +3%
RGI
1858
River Global Investors
United Kingdom
$4.02M -$52K -266 -1%
SF
1859
Symphony Financial
Texas
$4M +$1.31M +6,717 +51%
AWE
1860
Avidian Wealth Enterprises
Texas
$3.99M +$516K +2,640 +15%
BIP
1861
Blueprint Investment Partners
North Carolina
$3.99M +$153K +782 +4%
QWM
1862
Quadcap Wealth Management
Texas
$3.99M -$65.1K -333 -2%
VCM
1863
Violich Capital Management
California
$3.98M – – –
WI
1864
WrapManager Inc
California
$3.98M +$396K +2,026 +11%
GIM
1865
Guardian Investment Management
California
$3.98M -$97.8K -500 -2%
RDFA
1866
Ritter Daniher Financial Advisory
Ohio
$3.98M +$9.38K +48 +0.2%
CCA
1867
Cobblestone Capital Advisors
New York
$3.97M -$115K -590 -3%
BHA
1868
Beech Hill Advisors
New York
$3.97M -$27.2K -139 -0.7%
GP
1869
Greenline Partners
New York
$3.96M -$2.53M -12,928 -40%
APIM
1870
Agate Pass Investment Management
Washington
$3.95M -$103K -527 -3%
PSB
1871
Piscataqua Savings Bank
New Hampshire
$3.94M -$21.9K -112 -0.6%
SAM
1872
Sawgrass Asset Management
Florida
$3.93M -$89.9K -460 -2%
ODG
1873
O'Dell Group
Ohio
$3.93M – – –
OC
1874
Opinicus Capital
Florida
$3.93M +$66.7K +341 +2%
PWA
1875
Phoenix Wealth Advisors
North Carolina
$3.92M -$86.6K -443 -2%
73 74
75
76 77