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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
2976
Stoneridge Investment Partners
Pennsylvania
$2.12M +$1.22M +3,913 +185%
PVM
2977
Palogic Value Management
Texas
$2.12M – – –
SC
2978
Solstein Capital
California
$2.12M – – –
EAP
2979
Elevation Advisory Partners
Florida
$2.12M -$129K -414 -6%
ES
2980
Eagle Strategies
New York
$2.11M +$252K +810 +14%
WAG
2981
Wiser Advisor Group
Arizona
$2.11M -$1.55K -5 -0.1%
MWM
2982
Meadowbrook Wealth Management
New York
$2.1M -$18.6K -60 -0.9%
GHA
2983
Granite Harbor Advisors
Texas
$2.1M -$1.24K -4 -0.1%
AFG
2984
ABLE Financial Group
Arizona
$2.09M -$149K -480 -7%
APFP
2985
Action Point Financial Planning
Michigan
$2.09M +$1.99M +6,411 New
PIMG
2986
Patriot Investment Management Group
Tennessee
$2.09M -$3.73K -12 -0.2%
CCM
2987
Crew Capital Management
Ohio
$2.09M +$64.6K +208 +3%
LWP
2988
LeClair Wealth Partners
Ohio
$2.09M +$1.49M +4,813 +307%
MCP
2989
Miller Capital Partners
Michigan
$2.09M -$5.28K -17 -0.3%
KL
2990
KilterHowling LLC
Colorado
$2.09M +$54.7K +176 +3%
CWP
2991
Curated Wealth Partners
California
$2.08M +$307K +990 +18%
BM
2992
Berman McAleer
Maryland
$2.08M +$22K +71 +1%
AWM
2993
Aviso Wealth Management
Washington
$2.08M -$159K -513 -7%
APWM
2994
Argonautica Private Wealth Management
Massachusetts
$2.08M +$1.55M +4,985 +367%
HPBT
2995
Hickory Point Bank & Trust
Illinois
$2.08M – – –
SSA
2996
Schonfeld Strategic Advisors
New York
$2.07M +$1.69M +5,455 +618%
AWA
2997
Amplius Wealth Advisors
Pennsylvania
$2.07M +$241K +776 +14%
AFS
2998
Access Financial Services
Minnesota
$2.07M -$10.2K -33 -0.5%
BWM
2999
Baron Wealth Management
Michigan
$2.07M +$48.1K +155 +3%
SIC
3000
SJS Investment Consulting
Ohio
$2.06M +$38.2K +123 +2%
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