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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFW
2951
Rainier Family Wealth
Washington
$2.14M -$46.6K -150 -2%
CBT
2952
CoreFirst Bank & Trust
Kansas
$2.14M -$48.1K -155 -2%
CNBT
2953
Cornerstone National Bank & Trust
Illinois
$2.14M -$237K -763 -11%
SFG
2954
Sunburst Financial Group
Alabama
$2.13M +$23.3K +75 +1%
PSP
2955
Principal Street Partners
Tennessee
$2.13M -$13.7K -44 -0.7%
5NPW
2956
55 North Private Wealth
Florida
$2.13M +$267K +861 +15%
AFM
2957
Armstrong Fleming & Moore
District of Columbia
$2.12M -$594K -1,914 -23%
SIP
2958
Stoneridge Investment Partners
Pennsylvania
$2.12M +$1.22M +3,913 +185%
PVM
2959
Palogic Value Management
Texas
$2.12M – – –
SC
2960
Solstein Capital
California
$2.12M – – –
EAP
2961
Elevation Advisory Partners
Florida
$2.12M -$129K -414 -6%
ES
2962
Eagle Strategies
New York
$2.11M +$252K +810 +14%
WAG
2963
Wiser Advisor Group
Arizona
$2.11M -$1.55K -5 -0.1%
MWM
2964
Meadowbrook Wealth Management
New York
$2.1M -$18.6K -60 -0.9%
GHA
2965
Granite Harbor Advisors
Texas
$2.1M -$1.24K -4 -0.1%
AFG
2966
ABLE Financial Group
Arizona
$2.09M -$149K -480 -7%
APFP
2967
Action Point Financial Planning
Michigan
$2.09M +$1.99M +6,411 New
PIMG
2968
Patriot Investment Management Group
Tennessee
$2.09M -$3.73K -12 -0.2%
CCM
2969
Crew Capital Management
Ohio
$2.09M +$64.6K +208 +3%
LWP
2970
LeClair Wealth Partners
Ohio
$2.09M +$1.49M +4,813 +307%
MCP
2971
Miller Capital Partners
Michigan
$2.09M -$5.28K -17 -0.3%
KL
2972
KilterHowling LLC
Colorado
$2.09M +$54.7K +176 +3%
CWP
2973
Curated Wealth Partners
California
$2.08M +$307K +990 +18%
BM
2974
Berman McAleer
Maryland
$2.08M +$22K +71 +1%
AWM
2975
Aviso Wealth Management
Washington
$2.08M -$159K -513 -7%
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