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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1951
TriaGen Wealth Management
California
$2.38M -$1.78M -11,862 -42%
LIM
1952
Loudon Investment Management
New Hampshire
$2.37M -$142K -947 -5%
RTC
1953
Riverview Trust Company
Washington
$2.37M – – –
AP
1954
Adero Partners
California
$2.37M -$7.79K -52 -0.3%
RF
1955
Rollins Financial
Georgia
$2.36M +$156K +1,043 +7%
NF
1956
Nvest Financial
New Hampshire
$2.36M +$64.6K +431 +3%
RHP
1957
Royal Harbor Partners
Texas
$2.36M +$54.1K +361 +2%
WCBA
1958
Weaver C. Barksdale & Associates
Tennessee
$2.36M +$415K +2,768 +20%
PIWA
1959
Prevail Innovative Wealth Advisors
Kansas
$2.34M +$2.42M +16,155 New
BCM
1960
Boltwood Capital Management
California
$2.34M -$79.4K -530 -3%
SCM
1961
Stevens Capital Management
Pennsylvania
$2.34M -$4.22M -28,165 -64%
RL
1962
Ruffer LLP
United Kingdom
$2.34M +$266K +1,774 +13%
PPC
1963
Park Place Capital
Alabama
$2.33M -$160K -1,068 -6%
CIAS
1964
CFS Investment Advisory Services
New Jersey
$2.32M +$348K +2,321 +17%
WCM
1965
Weik Capital Management
Pennsylvania
$2.31M -$750 -5 -0%
DAM
1966
Delta Asset Management
Tennessee
$2.31M +$1.65K +11 +0.1%
AWC
1967
Abundance Wealth Counselors
Pennsylvania
$2.31M -$121K -806 -5%
DFCM
1968
Dark Forest Capital Management
Puerto Rico
$2.31M +$1.38M +9,229 +138%
LBC
1969
Lawrence B. Cohen
$2.31M -$1.55M -10,359 -39%
MWM
1970
Marion Wealth Management
Pennsylvania
$2.31M -$26.1K -174 -1%
BOCM
1971
Bontempo Ohly Capital Management
Maryland
$2.31M -$3.75K -25 -0.2%
VWM
1972
Venturi Wealth Management
Texas
$2.3M -$37.6K -251 -2%
DA
1973
Dillon & Associates
Michigan
$2.3M -$41.1K -274 -2%
BL
1974
Balentine LLC
Georgia
$2.3M -$387K -2,584 -14%
CPIA
1975
Cornell Pochily Investment Advisors
New York
$2.3M +$7.34K +49 +0.3%
77 78
79
80 81