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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1926
Towercrest Capital Management
Pennsylvania
$1.3M -$47.4K -500 -3%
TAIM
1927
TD Ameritrade Investment Management
Nebraska
$1.3M -$118K -1,239 -8%
B
1928
Brightworth
Georgia
$1.3M +$82.4K +868 +7%
SDWIA
1929
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.29M +$141K +1,491 +13%
MPCG
1930
Matrix Private Capital Group
New York
$1.29M +$20.4K +215 +2%
SP
1931
SWS Partners
Ohio
$1.28M +$672K +7,086 +115%
CASB
1932
Cape Ann Savings Bank
Massachusetts
$1.28M +$1.29M +13,591 New
WCM
1933
Windsor Capital Management
Arizona
$1.27M +$73.5K +775 +6%
CWA
1934
Clarity Wealth Advisors
California
$1.27M +$1.02M +10,768 +390%
SW
1935
StrongBox Wealth
Missouri
$1.27M +$210K +2,213 +20%
RIA
1936
Realta Investment Advisors
Delaware
$1.26M +$160K +1,688 +14%
NSAM
1937
North Star Asset Management
Wisconsin
$1.26M +$44.3K +467 +4%
GA
1938
GFS Advisors
Texas
$1.25M -$370K -3,900 -23%
HIC
1939
Hartline Investment Corp
Illinois
$1.24M -$193K -2,034 -13%
IIC
1940
Ironwood Investment Counsel
Arizona
$1.24M +$101K +1,069 +9%
PBO
1941
Peoples Bank (Ohio)
Ohio
$1.24M +$72.1K +760 +6%
VSWA
1942
Vontobel Swiss Wealth Advisors
Switzerland
$1.23M +$25.6K +270 +2%
GFP
1943
Gryphon Financial Partners
Ohio
$1.23M -$147K -1,550 -11%
AFC
1944
AFT Forsyth & Company
Florida
$1.23M -$98K -1,033 -7%
CIM
1945
Chapman Investment Management
California
$1.22M – – –
SWM
1946
Sugarloaf Wealth Management
Georgia
$1.22M +$76.3K +804 +7%
SWIG
1947
Strategic Wealth Investment Group
Kentucky
$1.22M +$312K +3,287 +34%
OWP
1948
Obermeyer Wealth Partners
Colorado
$1.21M -$22.8K -240 -2%
SCA
1949
Sage Capital Advisors
South Dakota
$1.21M +$5.69K +60 +0.5%
FTI
1950
Fiduciary Trust International
Massachusetts
$1.21M -$1.62M -17,028 -57%
76 77
78
79 80