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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1076
Compass Wealth Management
Connecticut
$7.12M -$16.4K -120 -0.2%
BW
1077
Bison Wealth
Georgia
$7.11M +$66.9K +488 +0.9%
RWA
1078
River Wealth Advisors
Pennsylvania
$7.1M +$146K +1,069 +2%
BCA
1079
Bernzott Capital Advisors
California
$7.1M -$1.86M -13,577 -20%
PA
1080
Procyon Advisors
Connecticut
$7.09M +$707K +5,162 +10%
CFA
1081
Capstone Financial Advisors
Illinois
$7.09M +$38K +277 +0.5%
SIM
1082
Stratos Investment Management
Ohio
$7.08M -$207K -1,511 -3%
BCA
1083
Bray Capital Advisors
Florida
$7.07M -$19K -139 -0.3%
CCMINC
1084
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.06M +$38.6K +282 +0.5%
LWCFA
1085
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.06M -$351K -2,563 -5%
NLP
1086
Next Level Private
New York
$7.05M +$125K +913 +2%
ANTB
1087
AMG National Trust Bank
Colorado
$7.03M -$172K -1,254 -2%
WAS
1088
Wealth Advisory Solutions
Indiana
$7.01M -$233K -1,703 -3%
SHA
1089
Seneca House Advisors
Virginia
$7M +$263K +1,916 +4%
EAMA
1090
EFG Asset Management (Americas)
Florida
$7M +$483K +3,526 +7%
WPI
1091
Walter Public Investments
Canada
$6.99M -$5.04M -36,810 -41%
PA
1092
PFG Advisors
Arizona
$6.97M +$119K +872 +2%
CIC
1093
Cutler Investment Counsel
Oregon
$6.97M -$81.7K -596 -1%
AWMT
1094
AAFMAA Wealth Management & Trust
North Carolina
$6.96M +$3.41M +24,911 +87%
GL
1095
Graypoint LLC
New York
$6.96M -$1.54M -11,265 -17%
TI
1096
Tidal Investments
Wisconsin
$6.95M -$613K -4,473 -8%
RDWM
1097
Red Door Wealth Management
Tennessee
$6.88M +$74.1K +541 +1%
KLCM
1098
KG&L Capital Management
Louisiana
$6.88M +$7.67K +56 +0.1%
FC
1099
FORA Capital
Florida
$6.87M +$7.22M +52,725 New
RWM
1100
Rench Wealth Management
Texas
$6.87M -$389K -2,837 -5%
42 43
44
45 46