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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
2401
Passumpsic Savings Bank
Vermont
$2.6M +$22.4K +96 +0.9%
VIS
2402
Vega Investment Solutions
France
$2.6M +$2.53M +10,847 New
DAS
2403
DMKC Advisory Services
Iowa
$2.6M +$2.52M +10,840 New
BIA
2404
Bigelow Investment Advisors
Maine
$2.6M -$139K -598 -5%
GC
2405
Gilbert & Cook
Iowa
$2.59M +$40.1K +172 +2%
BWA
2406
Blodgett Wealth Advisors
California
$2.58M -$116K -499 -4%
HNWAG
2407
High Net Worth Advisory Group
Florida
$2.58M -$416K -1,787 -14%
HNB
2408
Hilltop National Bank
Wyoming
$2.58M -$45.2K -194 -2%
SSA
2409
Schonfeld Strategic Advisors
New York
$2.58M -$950K -4,080 -28%
SAMT
2410
Select Asset Management & Trust
Pennsylvania
$2.56M – – –
TGAM
2411
TBH Global Asset Management
Tennessee
$2.55M +$25.6K +110 +1%
FBT
2412
First Bank & Trust
South Dakota
$2.55M -$22.1K -95 -0.9%
6F
2413
626 Financial
Michigan
$2.55M -$52.2K -224 -2%
BWP
2414
Balboa Wealth Partners
Arizona
$2.55M +$14.2K +61 +0.6%
SWM
2415
Shepherd Wealth Management
Ohio
$2.54M +$2.47M +10,614 New
SFWA
2416
Summit Financial Wealth Advisors
Louisiana
$2.54M -$10.5K -45 -0.5%
CFS
2417
CRA Financial Services
New Jersey
$2.54M +$106K +457 +5%
KMWM
2418
Keudell/Morrison Wealth Management
Oregon
$2.54M -$13K -56 -0.5%
FA
2419
Faithward Advisors
Pennsylvania
$2.54M -$164K -702 -6%
TAM
2420
Trillium Asset Management
Massachusetts
$2.54M -$73.4K -315 -3%
CW
2421
Channel Wealth
California
$2.54M -$755K -3,240 -23%
CWM
2422
Chesapeake Wealth Management
Virginia
$2.54M -$47K -202 -2%
WCM
2423
Windsor Capital Management
Arizona
$2.54M -$106K -456 -4%
PL
2424
Perpetual Ltd
Australia
$2.54M -$205K -881 -8%
CGA
2425
Crescent Grove Advisors
Illinois
$2.54M +$417K +1,791 +20%
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97
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