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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
2076
Dumont & Blake Investment Advisors
New Jersey
$4.81M -$48.8K -164 -1%
CS
2077
Crescent Sterling
Louisiana
$4.8M -$140K -472 -3%
SWA
2078
SFMG Wealth Advisors
Texas
$4.79M +$142K +477 +3%
CF
2079
Convergence Financial
Missouri
$4.79M -$86.5K -291 -2%
VCAM
2080
Van Cleef Asset Management
Ohio
$4.78M -$433K -1,455 -9%
KA
2081
KLCM Advisors
Wisconsin
$4.78M -$232K -780 -5%
AW
2082
Alteri Wealth
California
$4.77M -$47.6K -160 -1%
NL
2083
NVWM LLC
Pennsylvania
$4.76M -$107K -361 -2%
TPWM
2084
Twelve Points Wealth Management
Massachusetts
$4.75M -$4.46K -15 -0.1%
RIA
2085
Regal Investment Advisors
Michigan
$4.75M +$202K +680 +5%
EWM
2086
Elevatus Welath Management
New York
$4.75M +$83.6K +281 +2%
VRM
2087
Vectors Research Management
New York
$4.75M -$44.6K -150 -1%
ZI
2088
ZEGA Investments
Florida
$4.74M +$2.18M +7,339 +95%
SWMG
2089
Stillwater Wealth Management Group
Florida
$4.74M +$4.47M +15,025 New
FFS
2090
Founders Financial Securities
Maryland
$4.74M -$85.4K -287 -2%
BL
2091
Bleichroeder LP
New York
$4.73M – – –
GS
2092
GTS Securities
Florida
$4.73M +$1.36M +4,564 +44%
IHL
2093
Investment House LLC
California
$4.73M +$2.58M +8,665 +137%
LWM
2094
Lodestone Wealth Management
Washington
$4.72M +$25K +84 +0.6%
EW
2095
Elyxium Wealth
California
$4.71M +$27.7K +93 +0.6%
MGWM
2096
Marks Group Wealth Management
Minnesota
$4.7M -$21.1K -71 -0.5%
IIA
2097
Integral Investment Advisors
California
$4.7M +$52.6K +177 +1%
CP
2098
Canopy Partners
Ohio
$4.7M +$46.4K +156 +1%
MPW
2099
MASECO Private Wealth
$4.69M -$16.7K -56 -0.4%
VWM
2100
VCI Wealth Management
Missouri
$4.69M +$903K +3,036 +26%
82 83
84
85 86