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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1951
Highland Private Wealth Management
Washington
$969K +$25.3K +208 +2%
CP
1952
Covenant Partners
Tennessee
$960K -$181K -1,489 -12%
BHBT
1953
Burke & Herbert Bank & Trust
Virginia
$960K -$27.9K -230 -2%
FPCP
1954
Fort Point Capital Partners
California
$957K +$233K +1,914 +22%
UIA
1955
UBP Investment Advisors
Switzerland
$952K -$135K -1,114 -10%
QPWM
1956
Quadrant Private Wealth Management
Pennsylvania
$949K +$482K +3,970 +60%
LA
1957
LexAurum Advisors
Kansas
$948K +$653K +5,377 +104%
SPFA
1958
Summit Place Financial Advisors
New Jersey
$948K +$1.28M +10,535 New
VCP
1959
Verus Capital Partners
Arizona
$947K +$306K +2,515 +31%
SRSA
1960
S.R. Schill & Associates
Washington
$946K +$66.2K +545 +5%
EWM
1961
EPG Wealth Management
Georgia
$946K +$135K +1,111 +12%
SAS
1962
Stelac Advisory Services
New York
$942K +$1.27M +10,460 New
PAM
1963
Palisade Asset Management
Minnesota
$941K +$1.09K +9 +0.1%
TP
1964
Tranquility Partners
Tennessee
$939K +$105K +861 +9%
CC
1965
Cadinha & Co
Hawaii
$937K -$20.2M -166,280 -94%
GCP
1966
GSA Capital Partners
United Kingdom
$937K -$1.55M -12,792 -55%
HCA
1967
Hyperion Capital Advisors
New York
$936K – – –
LCM
1968
Lucas Capital Management
New Jersey
$934K +$1.26M +10,373 New
QT
1969
Quantamental Technologies
New York
$933K -$235K -1,933 -16%
KMWM
1970
Keudell/Morrison Wealth Management
Oregon
$930K +$28.9K +238 +2%
RFM
1971
Royal Fund Management
Florida
$930K +$500K +4,116 +66%
OFS
1972
Orrstown Financial Services
Pennsylvania
$925K -$11.3K -93 -0.9%
RPSA
1973
Richard P. Slaughter Associates
Texas
$925K +$115K +950 +10%
NHC
1974
Nicholas Hoffman & Company
Georgia
$924K +$50.9K +419 +4%
WCM
1975
WealthBridge Capital Management
Ohio
$921K -$59.5K -490 -5%
77 78
79
80 81