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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1676
Liberty Capital Management
Michigan
$2.57M +$20.4K +165 +0.7%
SG
1677
StoneX Group
New York
$2.57M -$15.4K -124 -0.5%
IFWM
1678
Institute for Wealth Management
Colorado
$2.57M +$132K +1,062 +5%
EWM
1679
Evermay Wealth Management
Virginia
$2.56M -$21.7K -175 -0.8%
WOC
1680
West Oak Capital
California
$2.56M -$33.1K -267 -1%
WPW
1681
Warther Private Wealth
Ohio
$2.56M +$282K +2,277 +11%
NSB
1682
Norway Savings Bank
Maine
$2.56M +$5.2K +42 +0.2%
VFA
1683
Voya Financial Advisors
Connecticut
$2.56M +$1.61M +12,974 +141%
ITIM
1684
Indiana Trust & Investment Management
Indiana
$2.56M -$14.5K -117 -0.5%
MA
1685
Modus Advisors
Minnesota
$2.55M +$159K +1,280 +6%
CWA
1686
Clarity Wealth Advisors
California
$2.55M +$207K +1,670 +8%
V
1687
VeraBank
Texas
$2.55M +$150K +1,213 +6%
NCM
1688
NCM Capital Management
New Jersey
$2.55M +$1.36K +11 +0%
CH
1689
Canton Hathaway
Rhode Island
$2.55M – – –
CAN
1690
Claraphi Advisory Network
United States
$2.55M +$130K +1,051 +5%
UHC
1691
Union Heritage Capital
Michigan
$2.54M – – –
HCM
1692
Hudson Capital Management
New Jersey
$2.54M +$212K +1,710 +8%
SIG
1693
Sargent Investment Group
Maryland
$2.53M +$22.3K +180 +0.8%
CCI
1694
Credit Capital Investments
New Jersey
$2.53M +$186K +1,500 +7%
LSA
1695
L & S Advisors
California
$2.53M +$1.9M +15,337 +214%
PBC
1696
Pavion Blue Capital
California
$2.53M +$39.2K +316 +1%
BMC
1697
Beaton Management Company
Massachusetts
$2.53M – – –
LRWA
1698
Long Run Wealth Advisors
New York
$2.53M +$137K +1,102 +5%
SCA
1699
Strategic Capital Advisers
Colorado
$2.52M +$546K +4,403 +24%
EWM
1700
EPG Wealth Management
Georgia
$2.52M +$11.5K +93 +0.4%
66 67
68
69 70