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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWS
2526
Brady Martz Wealth Solutions
North Dakota
$3.26M -$346K -1,117 -10%
OKSA
2527
O'Keefe Stevens Advisory
New York
$3.26M +$100K +323 +3%
MW
2528
Maia Wealth
Colorado
$3.25M +$325K +1,050 +11%
DWM
2529
Ducere Wealth Management
California
$3.25M +$3.13M +10,100 New
JF
2530
JSF Financial
California
$3.25M -$39K -126 -1%
BST
2531
Bath Savings Trust
Maine
$3.25M -$10.2K -33 -0.3%
BFA
2532
Blueprint Financial Advisors
North Carolina
$3.25M -$136K -439 -4%
UAML
2533
US Asset Management LLC
Pennsylvania
$3.24M -$27.2K -88 -0.9%
HTHT
2534
Hemenway Trust Hemenway Trust
New Hampshire
$3.24M -$57.3K -185 -2%
LF
2535
LifeSteps Financial
California
$3.23M -$1.86K -6 -0.1%
EWM
2536
Elmwood Wealth Management
California
$3.23M +$12.4K +40 +0.4%
DG
2537
Dala Group
Illinois
$3.23M +$3.1M +10,022 New
AA
2538
Alesco Advisors
New York
$3.23M -$91.6K -296 -3%
EA
2539
Ellsworth Advisors
Ohio
$3.23M +$359K +1,159 +12%
HWA
2540
HHM Wealth Advisors
Tennessee
$3.23M +$6.19K +20 +0.2%
GGA
2541
Granite Group Advisors
Connecticut
$3.22M -$96K -310 -3%
SWK
2542
Stephen W. Kidder
$3.22M – – –
AFG
2543
Allegheny Financial Group
Pennsylvania
$3.22M +$14.9K +48 +0.5%
COCM
2544
Charter Oak Capital Management
New Hampshire
$3.22M +$220K +711 +8%
OIM
2545
Oder Investment Management
California
$3.22M -$116K -375 -4%
HNWAG
2546
High Net Worth Advisory Group
Florida
$3.22M -$64.4K -208 -2%
VAG
2547
VisionPoint Advisory Group
Texas
$3.22M -$45.2K -146 -1%
ARA
2548
Alexander Randolph Advisory
Virginia
$3.22M -$12.7K -41 -0.4%
MCC
2549
Money Concepts Capital
Florida
$3.21M +$30.3K +98 +1%
I
2550
INVST
Indiana
$3.21M -$298K -964 -9%
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