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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2026
Riverbridge Partners
Minnesota
$754K – – –
SMFS
2027
Squar Milner Financial Services
California
$753K +$25.4K +247 +3%
NWS
2028
Newport Wealth Strategies
California
$753K +$297K +2,881 +68%
AMCA
2029
Arthur M. Cohen & Associates
Illinois
$751K – – –
GEM
2030
Global Endowment Management
North Carolina
$749K +$762K +7,400 New
SCM
2031
SKBA Capital Management
California
$747K -$113K -1,100 -13%
TF
2032
TLWM Financial
Texas
$747K -$36.7K -356 -5%
DAM
2033
Diamant Asset Management
Connecticut
$746K -$7.73K -75 -1%
MWM
2034
MorganRosel Wealth Management
Colorado
$744K +$137K +1,332 +22%
BCM
2035
Breiter Capital Management
Florida
$743K -$266K -2,578 -28%
MAM
2036
Mastrapasqua Asset Management
Tennessee
$742K +$106K +1,027 +16%
CIM
2037
Confluence Investment Management
Missouri
$740K -$97K -942 -11%
AIMCA
2038
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$739K -$40.8M -395,800 -98%
PIA
2039
Pinion Investment Advisors
Kansas
$734K +$27K +262 +4%
FWM
2040
Focused Wealth Management
New York
$733K +$165K +1,604 +28%
GSBTD
2041
Glenview State Bank Trust Department
Illinois
$730K -$5.15K -50 -0.7%
MCIA
2042
Mountain Capital Investment Advisors
Colorado
$728K +$165K +1,599 +29%
HWMG
2043
Hurlow Wealth Management Group
Indiana
$724K – – –
BWCS
2044
Beirne Wealth Consulting Services
Connecticut
$721K +$32.6K +316 +5%
CWM
2045
Connecticut Wealth Management
Connecticut
$721K +$50.7K +492 +7%
GIM
2046
Groesbeck Investment Management
New Jersey
$721K +$67.9K +659 +10%
STMM
2047
South Texas Money Management
Texas
$720K +$39.6K +384 +6%
PWMG
2048
Prestige Wealth Management Group
New Jersey
$717K -$423K -4,108 -37%
FA
2049
Fortis Advisors
Pennsylvania
$713K -$7.73K -75 -1%
PFS
2050
Physicians Financial Services
North Carolina
$712K +$67.1K +651 +10%
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