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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1626
Rowlandmiller & Partners
Georgia
$3.67M +$224K +1,496 +6%
EW
1627
Evoke Wealth
California
$3.66M -$203K -1,355 -5%
CA
1628
Continuum Advisory
Idaho
$3.66M +$48.9K +326 +0.6%
LCC
1629
Lincoln Capital Corp
Rhode Island
$3.66M -$94K -627 -2%
SIAP
1630
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.65M -$73.9K -493 -2%
OL
1631
Owen LaRue
Kentucky
$3.65M +$1.56M +10,436 +71%
IRAG
1632
Investment Research & Advisory Group
Georgia
$3.65M -$1.35K -9 -0%
OWA
1633
Octavia Wealth Advisors
Ohio
$3.64M +$181K +1,205 +5%
MGWM
1634
Marks Group Wealth Management
Minnesota
$3.64M -$195K -1,304 -5%
FFA
1635
Founders Financial Alliance
North Carolina
$3.64M -$166K -1,106 -4%
HNW
1636
High Note Wealth
Minnesota
$3.64M +$29.8K +199 +0.8%
MPPLM
1637
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.63M +$254K +1,696 +7%
PPWP
1638
Proquility Private Wealth Partners
Nevada
$3.63M -$25.6K -171 -0.7%
SC
1639
Syon Capital
California
$3.63M +$3.75M +25,010 New
EML
1640
Eos Management LP
New York
$3.63M – – –
SCI
1641
S&CO Inc
Massachusetts
$3.63M +$30K +200 +0.8%
MC
1642
Mathes Company
New York
$3.62M -$705K -4,701 -19%
BOSSRA
1643
B.O.S.S. Retirement Advisors
Utah
$3.62M +$361K +2,409 +11%
TH
1644
Team Hewins
California
$3.62M +$3.74M +24,953 New
CW
1645
CreativeOne Wealth
Kansas
$3.62M -$894K -5,967 -19%
GSB
1646
Greenfield Savings Bank
Massachusetts
$3.62M +$3.74M +24,930 New
SIA
1647
SeaBridge Investment Advisors
New Jersey
$3.62M -$7.64K -51 -0.2%
BCM
1648
Blume Capital Management
California
$3.59M -$371K -2,477 -9%
HPCM
1649
Hunter Perkins Capital Management
Illinois
$3.59M -$1.51M -10,046 -29%
GD
1650
Grandfield & Dodd
New York
$3.56M -$20.5K -137 -0.6%
64 65
66
67 68