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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1801
Sax Wealth Advisors
New Jersey
$6.69M +$144K +485 +2%
FWM
1802
Finer Wealth Management
Massachusetts
$6.69M +$19.6K +66 +0.3%
BCM
1803
Blume Capital Management
California
$6.69M -$163K -548 -3%
OFS
1804
OneAscent Financial Services
Alabama
$6.68M -$38.7K -130 -0.6%
VCM
1805
Violich Capital Management
California
$6.68M +$595K +2,000 +10%
LC
1806
Legacy CG
Texas
$6.67M -$294K -989 -4%
RDFA
1807
Ritter Daniher Financial Advisory
Ohio
$6.66M +$540K +1,814 +9%
PC
1808
Permanens Capital
New York
$6.66M +$668K +2,245 +12%
MCM
1809
Monarch Capital Management
Indiana
$6.66M -$265K -892 -4%
HWM
1810
Hohimer Wealth Management
Washington
$6.63M -$671K -2,257 -10%
PP
1811
Pacifica Partners
Canada
$6.62M +$4.76K +16 +0.1%
AWE
1812
Avidian Wealth Enterprises
Texas
$6.61M +$333K +1,119 +6%
KF
1813
KKM Financial
Illinois
$6.61M +$683K +2,297 +12%
UAG
1814
United Advisor Group
Ohio
$6.59M +$880K +2,959 +16%
PB
1815
Pinnacle Bancorp
Nebraska
$6.58M +$255K +857 +4%
SFA
1816
Souders Financial Advisors
Ohio
$6.57M -$148K -498 -2%
ACH
1817
ArrowMark Colorado Holdings
Colorado
$6.57M -$25.2M -84,650 -80%
SCM
1818
SOL Capital Management
Maryland
$6.56M +$2.38K +8 +0%
KFI
1819
Key Financial Inc
Pennsylvania
$6.56M -$634K -2,131 -9%
JGCM
1820
Joseph Group Capital Management
Ohio
$6.56M +$316K +1,063 +5%
ZIG
1821
Zullo Investment Group
Pennsylvania
$6.54M +$1.78K +6 +0%
CLA
1822
Carnegie Lake Advisors
New Jersey
$6.53M -$138K -465 -2%
PCM
1823
Princeton Capital Management
New Jersey
$6.51M +$453K +1,523 +8%
BDS
1824
Banco de Sabadell
Florida
$6.51M -$58K -195 -0.9%
VIM
1825
Vista Investment Management
Pennsylvania
$6.5M -$192K -646 -3%
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