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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFNAS
2026
American Financial Network Advisory Services
California
$605K +$607K +5,345 +25,452%
WA
2027
WealthTrust Axiom
Pennsylvania
$603K +$11.4K +100 +2%
WDA
2028
Wendell David Associates
New Hampshire
$602K – – –
CGL
2029
Clarius Group LLC
Washington
$602K +$606K +5,339 New
WWMSC
2030
Wagner Wealth Management (South Carolina)
South Carolina
$600K +$92.3K +813 +18%
CCP
2031
Clarkston Capital Partners
Michigan
$598K – – –
IIA
2032
IPG Investment Advisors
California
$597K +$58.2K +513 +11%
NFG
2033
Nadler Financial Group
Illinois
$596K +$10.8K +95 +2%
IWP
2034
Icon Wealth Partners
Texas
$593K -$121K -1,063 -17%
AAM
2035
Ascension Asset Management
New York
$593K -$44.7K -394 -7%
KFA
2036
Kelleher Financial Advisors
New York
$590K – – –
HPWM
2037
Highland Private Wealth Management
Washington
$590K +$12.6K +111 +2%
HWA
2038
Heritage Wealth Advisors
Virginia
$588K -$2.72K -24 -0.5%
VNA
2039
Valley National Advisers
Pennsylvania
$587K +$24.2K +213 +4%
AWMF
2040
Arbor Wealth Management (Florida)
Florida
$586K – – –
MIC
2041
Meridian Investment Counsel
California
$586K – – –
KP
2042
Keel Point
Alabama
$586K +$159K +1,398 +37%
PL
2043
Plancorp LLC
Missouri
$585K -$311K -2,738 -35%
FC
2044
Financial Consulate
Maryland
$583K -$14.2K -125 -2%
DA
2045
Doliver Advisors
Texas
$583K +$108K +950 +23%
FBT
2046
First Bank & Trust
South Dakota
$582K – – –
SFM
2047
Signet Financial Management
New Jersey
$576K -$47K -414 -8%
BCP
2048
Berkeley Capital Partners
Georgia
$573K -$288K -2,534 -33%
FCMC
2049
Founders Capital Management (Connecticut)
Connecticut
$571K -$341 -3 -0.1%
MIP
2050
Marietta Investment Partners
Wisconsin
$570K – – –
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