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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1651
Quadrant Private Wealth Management
Pennsylvania
$2.79M +$176K +1,578 +8%
BFA
1652
Brendel Financial Advisors
New Hampshire
$2.78M – – –
IC
1653
Inverness Counsel
New York
$2.78M -$322K -2,879 -12%
BCM
1654
Blume Capital Management
California
$2.77M -$20.7K -185 -0.8%
BFC
1655
Blue Fin Capital
Rhode Island
$2.77M +$107K +961 +5%
GCA
1656
Gradient Capital Advisors
California
$2.77M -$127K -1,139 -5%
WR
1657
WD Rutherford
Oregon
$2.77M +$2.43M +21,770 New
MW
1658
Marcum Wealth
Ohio
$2.76M +$679K +6,075 +39%
CWAG
1659
Compton Wealth Advisory Group
Virginia
$2.75M -$3.69K -33 -0.2%
LDB
1660
Lee, Danner & Bass
Tennessee
$2.75M +$18.6K +166 +0.8%
CPO
1661
Cerity Partners OCIO
New York
$2.75M +$132K +1,181 +6%
NFG
1662
Next Financial Group
Texas
$2.75M -$35.3K -316 -1%
MCWS
1663
McKinley Carter Wealth Services
West Virginia
$2.74M +$672K +6,011 +39%
CPA
1664
Capital Planning Advisors
California
$2.74M +$47.4K +424 +2%
AWE
1665
Avidian Wealth Enterprises
Texas
$2.74M +$76.5K +684 +3%
NCM
1666
Next Capital Management
New York
$2.74M +$117K +1,045 +5%
UBPAM
1667
Union Bancaire Privee Asset Management
New York
$2.73M +$1.68M +15,010 +232%
PWA
1668
Phoenix Wealth Advisors
North Carolina
$2.73M +$2.4M +21,458 New
QCG
1669
Quadrant Capital Group
Ohio
$2.72M +$67.4K +603 +3%
HAC
1670
Harbor Advisory Corp
New Hampshire
$2.72M +$266K +2,381 +13%
CB
1671
CNB Bank
Pennsylvania
$2.72M +$132K +1,179 +6%
GBBWRPM
1672
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.71M +$134K +1,201 +6%
SP
1673
SWS Partners
Ohio
$2.71M -$83.5K -747 -3%
CWM
1674
Connecticut Wealth Management
Connecticut
$2.71M -$16.3K -146 -0.7%
LTI
1675
Laffer Tengler Investments
Tennessee
$2.7M +$99.9K +894 +4%
65 66
67
68 69