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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
1926
Blueprint Investment Partners
North Carolina
$5.79M +$49.1K +165 +0.9%
SWM
1927
Sculati Wealth Management
Michigan
$5.78M -$99.9K -336 -2%
AIM
1928
Aspen Investment Management
Michigan
$5.78M +$124K +418 +2%
1WA
1929
180 Wealth Advisors
Washington
$5.74M -$156K -525 -3%
MFA
1930
Mayflower Financial Advisors
Massachusetts
$5.74M +$82.7K +278 +2%
GPA
1931
Guerra Pan Advisors
New Jersey
$5.74M – – –
BFPW
1932
BOK Financial Private Wealth
Colorado
$5.74M -$180K -605 -3%
HA
1933
Hamel Associates
New Jersey
$5.71M -$831K -2,793 -13%
C
1934
Certuity
Florida
$5.69M +$926K +3,114 +21%
FWM
1935
Forza Wealth Management
Florida
$5.68M +$30.9K +104 +0.6%
OAM
1936
Oak Asset Management
California
$5.68M -$24.7K -83 -0.5%
IIA
1937
IPG Investment Advisors
California
$5.66M +$39.3K +132 +0.7%
3IP
1938
3Chopt Investment Partners
Virginia
$5.66M -$17.8K -60 -0.3%
WA
1939
Wealth Alliance
New York
$5.65M +$107K +360 +2%
IP
1940
Investment Partners
Ohio
$5.65M -$52.6K -177 -1%
CGL
1941
Clarius Group LLC
Washington
$5.65M -$1.91M -6,422 -26%
AWM
1942
Aprio Wealth Management
Georgia
$5.65M +$224K +754 +4%
AEPWM
1943
Atlantic Edge Private Wealth Management
Florida
$5.64M +$4.46K +15 +0.1%
BWM
1944
BKM Wealth Management
Wisconsin
$5.64M +$159K +536 +3%
RMAM
1945
Raab & Moskowitz Asset Management
New Jersey
$5.61M -$16.4K -55 -0.3%
GWM
1946
Graybill Wealth Management
Illinois
$5.6M -$131K -441 -2%
4WM
1947
44 Wealth Management
Oregon
$5.6M +$1.99M +6,683 +60%
OIS
1948
Okabena Investment Services
Minnesota
$5.6M +$810K +2,724 +18%
ZBNA
1949
Zions Bancorporation, National Association
Utah
$5.59M +$442K +1,486 +9%
RFA
1950
Resurgent Financial Advisors
Georgia
$5.58M -$687K -2,311 -12%
76 77
78
79 80