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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
1401
Udine Wealth Management
Florida
$6.93M +$43.8K +208 +0.6%
NF
1402
Nikulski Financial
Iowa
$6.9M +$34.1K +162 +0.5%
PG
1403
Patten Group
Tennessee
$6.9M -$174K -828 -2%
AIM
1404
AMI Investment Management
Indiana
$6.89M -$376K -1,786 -5%
SAG
1405
SageView Advisory Group
California
$6.89M -$2.08M -9,884 -23%
PAM
1406
Pegasus Asset Management
New York
$6.88M -$159K -757 -2%
CWA
1407
Clarity Wealth Advisors
California
$6.88M +$195K +928 +3%
RCA
1408
Resonant Capital Advisors
Wisconsin
$6.87M +$51.8K +246 +0.8%
IWA
1409
Icon Wealth Advisors
Texas
$6.87M +$472K +2,242 +7%
SMI
1410
Shelter Mutual Insurance
Missouri
$6.86M – – –
PFA
1411
Pathway Financial Advisers
Indiana
$6.85M -$430K -2,042 -6%
SIA
1412
SGL Investment Advisors
Montana
$6.85M +$5.97M +28,332 New
CD
1413
Chapin Davis
Maryland
$6.84M +$31.8K +151 +0.5%
SG
1414
StoneX Group
New York
$6.84M -$181K -861 -3%
RA
1415
Ransom Advisory
Rhode Island
$6.84M -$153K -725 -2%
EGA
1416
E&G Advisors
Texas
$6.83M +$21.1K +100 +0.3%
OMC
1417
Overbrook Management Corp
New York
$6.82M -$4.53M -21,505 -40%
CNFG
1418
Creegan & Nassoura Financial Group
New Hampshire
$6.82M -$21.1K -100 -0.3%
AIM
1419
AHL Investment Management
Florida
$6.81M -$19K -90 -0.3%
WBC
1420
West Branch Capital
Massachusetts
$6.81M +$80.7K +383 +1%
SIA
1421
Soltis Investment Advisors
Utah
$6.8M -$1.43M -6,776 -17%
AG
1422
AlTi Global
New York
$6.79M -$1.64M -7,800 -20%
SSW
1423
Stone Summit Wealth
Florida
$6.79M -$209K -992 -3%
EA
1424
Everpar Advisors
Oklahoma
$6.78M -$199K -945 -3%
WTA
1425
Washington Trust Advisors
Massachusetts
$6.78M -$17.5K -83 -0.3%
55 56
57
58 59