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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
1951
Raab & Moskowitz Asset Management
New Jersey
$3.65M +$11.8K +56 +0.3%
CCG
1952
Ceeto Capital Group
Florida
$3.64M -$420K -1,993 -10%
WA
1953
WP Advisors
California
$3.64M -$245K -1,163 -6%
BMC
1954
Benin Management Corp
Connecticut
$3.63M +$21.1K +100 +0.6%
SFA
1955
Source Financial Advisors
New York
$3.63M +$421 +2 +0%
WAG
1956
Winthrop Advisory Group
Massachusetts
$3.61M +$579K +2,749 +19%
SPC
1957
Spirepoint Private Client
Florida
$3.61M -$21.9K -104 -0.6%
VBCG
1958
Valley Brook Capital Group
Pennsylvania
$3.61M -$1.26K -6 -0%
DWM
1959
Diversify Wealth Management
Utah
$3.61M -$203K -965 -6%
BSA
1960
Bull Street Advisors
Georgia
$3.61M -$93.7K -445 -3%
TCM
1961
Tandem Capital Management
New Jersey
$3.6M -$211K -1,000 -6%
OFS
1962
OneAscent Financial Services
Alabama
$3.59M -$270K -1,281 -7%
CPBTD
1963
Central Pacific Bank - Trust Division
Hawaii
$3.57M +$12.8K +61 +0.4%
WC
1964
Waterloo Capital
Texas
$3.57M +$89.1K +423 +3%
CCM
1965
Condor Capital Management
New Jersey
$3.56M +$9.69K +46 +0.3%
NL
1966
NVWM LLC
Pennsylvania
$3.55M -$24.6K -117 -0.7%
GEA
1967
Glen Eagle Advisors
New Jersey
$3.55M +$49.7K +236 +1%
OHWP
1968
Oak Harbor Wealth Partners
North Carolina
$3.54M -$170K -806 -5%
MWM
1969
Marion Wealth Management
Pennsylvania
$3.54M +$134K +636 +4%
GPFA
1970
Game Plan Financial Advisors
Ohio
$3.54M -$15.2K -72 -0.4%
PFSC
1971
Peoples Financial Services Corp
Pennsylvania
$3.54M -$61.3K -291 -2%
MC
1972
Marest Capital
California
$3.54M +$10.1K +48 +0.3%
HDIM
1973
Hanson & Doremus Investment Management
Vermont
$3.53M -$244K -1,159 -6%
SICM
1974
Sustainable Insight Capital Management
New York
$3.53M -$695K -3,300 -16%
SGC
1975
Slocum, Gordon & Co
Rhode Island
$3.53M +$15.8K +75 +0.4%
77 78
79
80 81