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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
2026
Garrison Point Advisors
California
$717K +$782K +7,344 New
BWM
2027
BT Wealth Management
Georgia
$715K +$744K +6,981 New
TAIM
2028
TD Ameritrade Investment Management
Nebraska
$714K +$369K +3,465 +90%
EWM
2029
Empirical Wealth Management
Washington
$710K +$92.8K +871 +14%
TA
2030
TCG Advisors
Texas
$709K +$774K +7,260 New
GSBTD
2031
Glenview State Bank Trust Department
Illinois
$708K +$69.6K +653 +10%
WAG
2032
Winthrop Advisory Group
Massachusetts
$707K +$24.7K +232 +3%
SCM
2033
Sterneck Capital Management
Missouri
$706K -$395K -3,707 -34%
SMFS
2034
Squar Milner Financial Services
California
$703K +$64K +601 +9%
AIA
2035
Alera Investment Advisors
Illinois
$701K +$766K +7,185 New
IIC
2036
Ironwood Investment Counsel
Arizona
$699K -$112K -1,054 -13%
CCA
2037
Clearwater Capital Advisors
Illinois
$696K +$138K +1,295 +22%
RFM
2038
Royal Fund Management
Florida
$695K -$1.86M -17,425 -71%
NS
2039
NewDay Solutions
New Hampshire
$695K +$759K +7,123 New
FA
2040
Fortis Advisors
Pennsylvania
$694K – – –
VAG
2041
VisionPoint Advisory Group
Texas
$694K +$758K +7,114 New
BWM
2042
Baystate Wealth Management
Massachusetts
$689K -$47.5K -446 -6%
LIA
2043
LBMC Investment Advisors
Tennessee
$688K +$53.8K +505 +8%
QCM
2044
Quantinno Capital Management
New York
$687K +$749K +7,033 New
PIA
2045
Pinion Investment Advisors
Kansas
$683K +$104K +980 +16%
AF
2046
Affiance Financial
Minnesota
$681K – – –
QPWM
2047
Quadrant Private Wealth Management
Pennsylvania
$677K -$26.5K -249 -3%
HR
2048
Hardy Reed
Mississippi
$675K +$737K +6,916 New
IF
2049
IRON Financial
Illinois
$672K -$6.07K -57 -0.8%
NICM
2050
Neo Ivy Capital Management
New York
$671K +$733K +6,877 New
80 81
82
83 84