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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
1876
Raab & Moskowitz Asset Management
New Jersey
$4.65M +$492K +2,111 +12%
SPC
1877
Spirepoint Private Client
Florida
$4.65M +$527K +2,262 +13%
SWM
1878
Sculati Wealth Management
Michigan
$4.64M -$86.2K -370 -2%
RP
1879
Raelipskie Partnership
Ontario, Canada
$4.64M +$24.2K +104 +0.5%
MC
1880
Mirabaud & Cie
Switzerland
$4.64M -$205K -880 -4%
LWM
1881
Lodestone Wealth Management
Washington
$4.64M -$515K -2,209 -10%
HCM
1882
Huber Capital Management
California
$4.63M – – –
OC
1883
Opinicus Capital
Florida
$4.63M -$35.4K -152 -0.8%
RDFA
1884
Ritter Daniher Financial Advisory
Ohio
$4.63M -$63.1K -271 -1%
BIG
1885
Brooklyn Investment Group
New York
$4.63M +$187K +804 +4%
AP
1886
Adero Partners
California
$4.62M +$110K +472 +3%
CFP
1887
Catalyst Financial Partners
Massachusetts
$4.62M +$59.6K +256 +1%
HIC
1888
Harvey Investment Company
Kentucky
$4.62M – – –
TFA
1889
Trinity Financial Advisors
Ohio
$4.62M -$42.6K -183 -0.9%
AO
1890
Advisor OS
Illinois
$4.61M +$186K +800 +4%
LJCM
1891
Lee Johnson Capital Management
Texas
$4.61M +$72.2K +310 +2%
FIC
1892
FCG Investment Company
Tennessee
$4.61M +$238K +1,021 +6%
MFA
1893
Mayflower Financial Advisors
Massachusetts
$4.6M -$42.2K -181 -0.9%
WA
1894
Wasatch Advisors
Utah
$4.6M -$241K -1,036 -5%
OFS
1895
OneAscent Financial Services
Alabama
$4.6M +$504K +2,164 +13%
FFS
1896
Fischer Financial Services
Pennsylvania
$4.6M +$4.47M +19,173 New
AAP
1897
Arax Advisory Partners
Colorado
$4.59M +$2.23M +9,559 +100%
GIM
1898
Guardian Investment Management
California
$4.59M -$116K -500 -3%
GS
1899
GTS Securities
Florida
$4.59M +$3.03M +13,029 +214%
WP
1900
WMS Partners
Maryland
$4.58M -$273K -1,172 -6%
74 75
76
77 78