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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
1476
Hennion & Walsh Asset Management
New Jersey
$7.5M -$161K -693 -2%
SSW
1477
Stone Summit Wealth
Florida
$7.46M -$253K -1,088 -3%
AWM
1478
Accurate Wealth Management
Florida
$7.45M -$41.9K -180 -0.6%
FC
1479
Forte Capital
New York
$7.44M -$198K -849 -3%
AFM
1480
Abbot Financial Management
Massachusetts
$7.44M -$46.1K -198 -0.6%
UWM
1481
Udine Wealth Management
Florida
$7.44M -$433K -1,861 -6%
ICP
1482
Ironvine Capital Partners
Nebraska
$7.42M – – –
CF
1483
Concorde Financial
Texas
$7.41M -$230K -986 -3%
LFG
1484
Larson Financial Group
Missouri
$7.4M +$1.44M +6,186 +25%
RFN
1485
RDA Financial Network
Iowa
$7.36M +$142K +610 +2%
GWMR
1486
GC Wealth Management RIA
Massachusetts
$7.36M +$345K +1,483 +5%
RFA
1487
Rollins Financial Advisors
New York
$7.35M +$1.31M +5,606 +22%
WBWA
1488
William B. Walkup & Associates
South Carolina
$7.33M -$18.9K -81 -0.3%
WE
1489
Wealth Effects
Massachusetts
$7.32M -$46.4K -199 -0.6%
PFGIA
1490
Patriot Financial Group Insurance Agency
Massachusetts
$7.31M +$100K +431 +1%
CWP
1491
Concord Wealth Partners
Virginia
$7.3M -$140K -601 -2%
AIP
1492
Ameritas Investment Partners
Nebraska
$7.29M -$329K -1,413 -4%
RA
1493
RFG Advisory
Alabama
$7.29M +$394K +1,693 +6%
TNBTD
1494
Trustmark National Bank Trust Department
Mississippi
$7.29M -$138K -591 -2%
EWA
1495
Exencial Wealth Advisors
Oklahoma
$7.28M +$88.7K +381 +1%
ZCI
1496
Zevenbergen Capital Investments
Washington
$7.27M +$33.8K +145 +0.5%
MCA
1497
MSH Capital Advisors
Arizona
$7.26M -$27.7K -119 -0.4%
MFG
1498
MidWestOne Financial Group
Iowa
$7.26M -$94.1K -404 -1%
SPG
1499
Strategic Planning Group
Utah
$7.25M +$190K +814 +3%
HA
1500
Herold Advisors
New York
$7.25M -$277K -1,191 -4%
58 59
60
61 62