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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1501
Wisconsin Capital Management
Wisconsin
$3.28M +$93.4K +754 +3%
BWM
1502
BNC Wealth Management
Oregon
$3.28M +$2.84M +22,914 +369%
AWA
1503
Arkadios Wealth Advisors
Georgia
$3.27M +$259K +2,094 +8%
CW
1504
CreativeOne Wealth
Kansas
$3.27M -$292K -2,356 -8%
MPIA
1505
Mountain Pacific Investment Advisers
Idaho
$3.27M -$117K -945 -3%
HA
1506
Herold Advisors
New York
$3.27M +$131K +1,060 +4%
HP
1507
Highlander Partners
Texas
$3.27M – – –
SMI
1508
Shelter Mutual Insurance
Missouri
$3.27M – – –
9WM
1509
9258 Wealth Management
Ohio
$3.26M +$108K +875 +3%
OPS
1510
Orion Portfolio Solutions
Nebraska
$3.26M +$263K +2,120 +8%
IC
1511
Inscription Capital
Texas
$3.24M +$1.53M +12,384 +75%
CIM
1512
Cambria Investment Management
California
$3.24M +$357K +2,880 +11%
ZCI
1513
Zevenbergen Capital Investments
Washington
$3.24M +$94.8K +765 +3%
PCA
1514
Peddock Capital Advisors
Massachusetts
$3.23M +$24.8K +200 +0.7%
WC
1515
Weil Company
California
$3.23M +$815K +6,582 +30%
AB
1516
Atlas Brown
Kentucky
$3.22M +$96.6K +780 +3%
HCM
1517
Hengehold Capital Management
Ohio
$3.22M +$286K +2,309 +9%
AWMT
1518
AAFMAA Wealth Management & Trust
North Carolina
$3.22M -$200K -1,617 -5%
AAM
1519
Aureus Asset Management
Massachusetts
$3.2M -$379K -3,058 -10%
TBNY
1520
Trustco Bank (New York)
New York
$3.19M -$59.5K -480 -2%
AIM
1521
Athena Investment Management
California
$3.18M +$74.3K +600 +2%
SIAP
1522
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.18M +$167K +1,348 +5%
LC
1523
Lindbrook Capital
California
$3.18M +$605K +4,881 +21%
MAM
1524
Montchanin Asset Management
Delaware
$3.17M +$3.49M +28,171 New
PSB
1525
Piscataqua Savings Bank
New Hampshire
$3.17M -$2.6K -21 -0.1%
59 60
61
62 63