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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LSWM
1276
Lorne Steinberg Wealth Management
Canada
$12.9M +$193K +620 +2%
AMM
1277
American Money Management
California
$12.9M -$304K -978 -2%
BP
1278
Broadleaf Partners
Ohio
$12.9M +$281K +904 +2%
BCPWM
1279
Bradley & Co Private Wealth Management
Florida
$12.9M +$36.6K +118 +0.3%
AA
1280
Altrafin AG
$12.9M +$43.5K +140 +0.4%
WIA
1281
Wetzel Investment Advisors
Indiana
$12.9M -$131K -423 -1%
GWMR
1282
GC Wealth Management RIA
Massachusetts
$12.8M -$3.88M -12,497 -24%
SIG
1283
Sargent Investment Group
Maryland
$12.8M +$138K +444 +1%
AIA
1284
AssuredPartners Investment Advisors
Florida
$12.8M -$388K -1,250 -3%
SP
1285
Stablepoint Partners
Massachusetts
$12.8M +$7.76K +25 +0.1%
WKWM
1286
Walter & Keenan Wealth Management
Indiana
$12.8M +$93.8K +302 +0.8%
NS
1287
NBC Securities
Alabama
$12.8M -$137K -440 -1%
CIC
1288
Chilton Investment Company
Connecticut
$12.8M -$50K -161 -0.4%
MBTD
1289
Mechanics Bank - Trust Department
California
$12.8M -$95.6K -308 -0.8%
MG
1290
Mather Group
Illinois
$12.8M +$5.37M +17,299 +79%
IPW
1291
Inlet Private Wealth
Florida
$12.7M -$1.4M -4,500 -10%
FWTB
1292
First Western Trust Bank
Colorado
$12.7M -$631K -2,031 -5%
IAIM
1293
International Assets Investment Management
Florida
$12.7M +$126M +405,547 +32%
AC
1294
Apella Capital
Connecticut
$12.7M -$111K -357 -0.9%
CIM
1295
Contravisory Investment Management
Massachusetts
$12.7M -$70.8K -228 -0.6%
WETS
1296
Wealth Enhancement Trust Services
South Dakota
$12.6M -$1.04M -3,344 -8%
HCM
1297
Howland Capital Management
Massachusetts
$12.6M -$199K -640 -2%
SG
1298
StoneX Group
New York
$12.6M +$543K +1,747 +5%
ACM
1299
AlphaStar Capital Management
North Carolina
$12.6M +$1.33M +4,277 +12%
FC
1300
Fusion Capital
South Carolina
$12.6M +$155K +498 +1%
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