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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2076
Holistic Financial Partners
Indiana
$3.73M +$31.2K +134 +0.9%
HVP
2077
Hudson Value Partners
Florida
$3.73M +$134K +577 +4%
DFA
2078
Delta Financial Advisors
Louisiana
$3.73M +$7.69K +33 +0.2%
AWM
2079
Aprio Wealth Management
Georgia
$3.73M +$286K +1,230 +9%
FCFC
2080
First Commonwealth Financial Corp
Pennsylvania
$3.73M +$301K +1,291 +9%
SWM
2081
Segment Wealth Management
Texas
$3.72M +$40.3K +173 +1%
RAM
2082
Ramirez Asset Management
New York
$3.72M – – –
ATFA
2083
All Terrain Financial Advisors
Minnesota
$3.72M +$41K +176 +1%
CIC
2084
Chilton Investment Company
Connecticut
$3.72M +$16.3K +70 +0.5%
CA
2085
CGN Advisors
Kansas
$3.71M -$608K -2,611 -14%
SAM
2086
Secure Asset Management
Michigan
$3.71M +$19.6K +84 +0.5%
CWIG
2087
Chung Wu Investment Group
Texas
$3.71M +$3.6M +15,467 New
TWM
2088
TriaGen Wealth Management
California
$3.7M -$1.63K -7 -0%
CCG
2089
Chatham Capital Group
Georgia
$3.7M -$6.99K -30 -0.2%
DBIA
2090
Dumont & Blake Investment Advisors
New Jersey
$3.7M -$553K -2,373 -13%
PC
2091
Permanens Capital
New York
$3.7M – – –
MWP
2092
Meriwether Wealth & Planning
Louisiana
$3.69M +$3.58M +15,383 New
RIA
2093
Regal Investment Advisors
Michigan
$3.68M -$257K -1,105 -7%
LIA
2094
LS Investment Advisors
Michigan
$3.67M +$92.9K +399 +3%
IF
2095
Ironwood Financial
Arizona
$3.67M -$1.86K -8 -0.1%
MPWS
2096
McCarter Private Wealth Services
Massachusetts
$3.65M -$61.7K -265 -2%
GWM
2097
GSB Wealth Management
Connecticut
$3.65M -$18.6K -80 -0.5%
PWAM
2098
Pinnacle West Asset Management
Wyoming
$3.65M -$55.9K -240 -2%
UWPG
2099
Ullmann Wealth Partners Group
Florida
$3.64M +$52.9K +227 +2%
SWA
2100
SFMG Wealth Advisors
Texas
$3.64M -$66.1K -284 -2%
82 83
84
85 86