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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1226
CreativeOne Wealth
Kansas
$6.48M +$275K +1,674 +4%
SHA
1227
Seneca House Advisors
Virginia
$6.48M +$1.04M +6,360 +18%
BAM
1228
Belpointe Asset Management
Nevada
$6.47M +$248K +1,508 +4%
RDWM
1229
Red Door Wealth Management
Tennessee
$6.47M +$289K +1,760 +5%
IC
1230
Intersect Capital
California
$6.46M -$2.43M -14,807 -27%
UF
1231
Univest Financial
Pennsylvania
$6.46M -$77K -469 -1%
PWS
1232
Peloton Wealth Strategists
Indiana
$6.45M -$230K -1,400 -3%
1WM
1233
1900 Wealth Management
Texas
$6.45M +$454K +2,763 +7%
SIA
1234
Schechter Investment Advisors
Michigan
$6.45M +$6.69M +40,708 New
CF
1235
Centaurus Financial
California
$6.41M +$1.02M +6,200 +18%
WPIC
1236
White Pine Investment Company
Michigan
$6.38M -$171K -1,040 -3%
CCFP
1237
Charles Carroll Financial Partners
Massachusetts
$6.36M +$6.6M +40,170 New
BCM
1238
Bluefin Capital Management
New York
$6.36M -$4.37M -26,593 -40%
HWA
1239
Heritage Wealth Advisors
Virginia
$6.36M +$192K +1,170 +3%
OFG
1240
Oxford Financial Group
Indiana
$6.35M +$21.7K +132 +0.3%
ANBT
1241
American National Bank & Trust
Texas
$6.33M +$629K +3,831 +11%
PCM
1242
Patient Capital Management
Maryland
$6.32M +$6.55M +39,900 New
BA
1243
Bristlecone Advisors
Washington
$6.31M -$441K -2,684 -6%
FPS
1244
Fieldpoint Private Securities
Connecticut
$6.3M +$103K +630 +2%
HWM
1245
Hohimer Wealth Management
Washington
$6.3M -$324K -1,971 -5%
PPW
1246
Parcion Private Wealth
Washington
$6.29M -$88K -536 -1%
MWM
1247
Modera Wealth Management
New Jersey
$6.29M +$4.63M +28,219 +245%
CIG
1248
Consolidated Investment Group
Colorado
$6.29M – – –
BONH
1249
Bank of New Hampshire
New Hampshire
$6.27M +$121K +737 +2%
BMWM
1250
Brown Miller Wealth Management
Virginia
$6.26M -$248K -1,508 -4%
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