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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
1151
Elk River Wealth Management
Colorado
$7.33M +$142K +866 +2%
AT
1152
Arden Trust
Delaware
$7.31M -$249K -1,519 -3%
FMWA
1153
Forvis Mazars Wealth Advisors
Missouri
$7.3M +$154K +939 +2%
SWA
1154
Stratos Wealth Advisors
Ohio
$7.3M +$210K +1,280 +3%
AAS
1155
Annex Advisory Services
Wisconsin
$7.29M +$419K +2,551 +6%
AWM
1156
Axxcess Wealth Management
California
$7.29M +$7.56M +46,038 New
RC
1157
RBF Capital
California
$7.28M – – –
MCP
1158
Martin Capital Partners
Oregon
$7.28M +$6.57K +40 +0.1%
HEIP
1159
Hudson Edge Investment Partners
New Jersey
$7.28M +$30.2K +184 +0.4%
GIA
1160
Gladstone Institutional Advisory
Florida
$7.25M +$1.53M +9,327 +26%
RI
1161
Redwood Investments
Massachusetts
$7.24M +$357K +2,176 +5%
XF
1162
XML Financial
Maryland
$7.24M +$21.2K +129 +0.3%
SVWAG
1163
Sound View Wealth Advisors Group
Georgia
$7.21M +$258K +1,572 +4%
DDC
1164
DF Dent & Co
Maryland
$7.2M +$159K +966 +2%
FTDI
1165
First Trust Direct Indexing
Massachusetts
$7.2M -$88.8K -541 -1%
MCM
1166
McRae Capital Management
New Jersey
$7.19M +$132K +805 +2%
SA
1167
Strategic Advisors
New York
$7.18M +$334K +2,031 +5%
CM
1168
Capula Management
Cayman Islands
$7.18M -$1.55M -9,418 -17%
FMTC
1169
Farmers & Merchants Trust Company
California
$7.17M +$38.3K +233 +0.5%
WPP
1170
Whalerock Point Partners
Rhode Island
$7.16M +$246K +1,501 +3%
VWM
1171
Valley Wealth Managers
New Jersey
$7.15M -$124K -753 -2%
HIP
1172
Harrell Investment Partners
Texas
$7.14M +$216K +1,316 +3%
LC
1173
Loews Corp
New York
$7.13M -$1.64M -10,000 -18%
AC
1174
Abbrea Capital
California
$7.11M +$177K +1,077 +2%
KCM
1175
Karp Capital Management
California
$7.08M +$862K +5,248 +13%
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