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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
3601
Charter Research & Investment Group
Connecticut
$831K – – –
LAM
3602
Lewis Asset Management
California
$831K +$241K +944 +49%
CCA
3603
Coign Capital Advisors
Utah
$827K +$8.93K +35 +1%
EPW
3604
Endeavor Private Wealth
Kansas
$827K +$152K +595 +26%
OCM
3605
Objective Capital Management
Ohio
$825K -$13K -51 -2%
CAM
3606
Claret Asset Management
Quebec, Canada
$825K +$726K +2,845 New
BAM
3607
Broyhill Asset Management
North Carolina
$825K -$63.8K -250 -8%
DAM
3608
Diamant Asset Management
Connecticut
$824K – – –
SRL
3609
Scientech Research LLC
New Jersey
$823K +$725K +2,840 New
AIS
3610
American Investment Services
Massachusetts
$822K -$2.06M -8,084 -74%
MPIA
3611
Milestones Private Investment Advisors
New York
$821K +$722K +2,831 New
IWM
3612
Integris Wealth Management
California
$820K +$4.85K +19 +0.7%
SWGC
3613
Summit Wealth Group (Colorado)
Colorado
$819K +$721K +2,826 New
BWM
3614
Brown Wealth Management
Illinois
$813K +$114K +446 +19%
CW
3615
Code Waechter
Florida
$813K +$30.4K +119 +4%
PAG
3616
Paladin Advisory Group
Iowa
$812K – – –
MPAM
3617
Murphy Pohlad Asset Management
Minnesota
$812K – – –
MIM
3618
Morningstar Investment Management
Illinois
$811K +$714K +2,799 New
KCIC
3619
Kuhn & Co Investment Counsel
Illinois
$811K -$10.5K -41 -1%
SHF
3620
Safe Harbor Fiduciary
Florida
$810K -$27.6K -108 -4%
NIWA
3621
New Insight Wealth Advisors
California
$809K – – –
SWG
3622
Summit Wealth Group
Vermont
$807K +$38K +149 +6%
MWM
3623
Mindset Wealth Management
Indiana
$806K -$39.6K -155 -5%
ASG
3624
Ariston Services Group
California
$805K – – –
OFO
3625
OneAscent Family Office
Alabama
$805K -$23.2K -91 -3%
143 144
145
146 147