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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1526
Premier Path Wealth Partners
New Jersey
$9.57M +$424K +1,365 +5%
WTA
1527
Washington Trust Advisors
Massachusetts
$9.56M -$245K -788 -3%
HA
1528
Herold Advisors
New York
$9.56M +$96K +309 +1%
RCM
1529
RB Capital Management
Nevada
$9.55M -$26.7K -86 -0.3%
WAS
1530
Westco Advisory Services
New York
$9.55M -$376K -1,212 -4%
HNW
1531
High Note Wealth
Minnesota
$9.54M +$91.9K +296 +1%
SIM
1532
Seaview Investment Managers
Florida
$9.52M +$151K +486 +2%
IIC
1533
Ironwood Investment Counsel
Arizona
$9.52M +$118K +381 +1%
HPIA
1534
Hamilton Point Investment Advisors
North Carolina
$9.51M +$22K +71 +0.2%
KI
1535
KTF Investments
California
$9.51M +$741K +2,385 +9%
DWM
1536
Dynasty Wealth Management
Florida
$9.51M -$200K -644 -2%
EWS
1537
Evergreen Wealth Solutions
Pennsylvania
$9.49M +$2.11M +6,805 +35%
HCM
1538
Hall Capital Management
Rhode Island
$9.49M -$124K -398 -1%
SMI
1539
Shelter Mutual Insurance
Missouri
$9.49M – – –
PJSIMP
1540
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.48M -$9.01K -29 -0.1%
IA
1541
IFC Advisors
California
$9.48M -$932 -3 -0%
CT
1542
Coastline Trust
Rhode Island
$9.48M +$14.6K +47 +0.2%
SPC
1543
Spirepoint Private Client
Florida
$9.47M -$84.8K -273 -0.9%
KLCM
1544
KG&L Capital Management
Louisiana
$9.46M -$331K -1,067 -4%
CSA
1545
Cottage Street Advisors
Massachusetts
$9.43M -$398K -1,282 -4%
MIM
1546
MTM Investment Management
South Carolina
$9.42M +$26.7K +86 +0.3%
DS
1547
DRW Securities
Illinois
$9.41M +$204K +657 +2%
HRC
1548
Hoertkorn Richard Charles
$9.4M -$34.2K -110 -0.4%
PCP
1549
Proficio Capital Partners
Massachusetts
$9.4M +$7.57M +24,373 +562%
WPIC
1550
White Pine Investment Company
Michigan
$9.38M -$79.8K -257 -0.9%
60 61
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63 64