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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1626
Aspiriant LLC
California
$3.92M +$119K +722 +3%
MWM
1627
Minot Wealth Management
Massachusetts
$3.92M +$732K +4,457 +22%
GBT
1628
Grove Bank & Trust
Florida
$3.91M +$207K +1,258 +5%
SCI
1629
S&CO Inc
Massachusetts
$3.9M +$164K +1,000 +4%
WAS
1630
Winch Advisory Services
Wisconsin
$3.9M +$18.1K +110 +0.4%
BL
1631
Balentine LLC
Georgia
$3.88M +$787K +4,791 +24%
UWM
1632
Udine Wealth Management
Florida
$3.86M +$4M +24,379 New
PRWA
1633
Platte River Wealth Advisors
Colorado
$3.85M +$46.6K +284 +1%
EFSCE
1634
Enterprise Financial Services Corp (EFSC)
Missouri
$3.84M -$4.49M -27,369 -53%
CSPIA
1635
Cary Street Partners Investment Advisory
Virginia
$3.83M +$673K +4,096 +20%
VA
1636
Valmark Advisers
Ohio
$3.83M +$279K +1,701 +8%
HA
1637
Harbor Advisors
Florida
$3.82M – – –
TB
1638
Terril Brothers
Missouri
$3.82M -$62.6K -381 -2%
RAM
1639
Roanoke Asset Management
New Jersey
$3.81M -$26.9K -164 -0.7%
BOS
1640
Bank of Stockton
California
$3.81M -$657 -4 -0%
WR
1641
WD Rutherford
Oregon
$3.81M -$44.3K -270 -1%
LC
1642
Lindbrook Capital
California
$3.8M +$3.05M +18,561 +340%
XSC
1643
X-Square Capital
Puerto Rico
$3.8M -$216K -1,316 -5%
HWA
1644
HCR Wealth Advisors
California
$3.79M -$25.6K -156 -0.6%
IFG
1645
Independent Financial Group
California
$3.78M +$194K +1,183 +5%
MIP
1646
Marietta Investment Partners
Wisconsin
$3.78M +$41.1K +250 +1%
GCA
1647
Gradient Capital Advisors
California
$3.78M +$84.7K +516 +2%
AFA
1648
AllGen Financial Advisors
Florida
$3.77M +$282K +1,719 +8%
SW
1649
SlateStone Wealth
Florida
$3.76M +$115K +701 +3%
MWM
1650
Mission Wealth Management
California
$3.76M +$865K +5,266 +28%
64 65
66
67 68