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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
2126
Twelve Points Wealth Management
Massachusetts
$4.96M -$89.7K -289 -2%
TWM
2127
TriaGen Wealth Management
California
$4.95M +$2.18M +7,032 +87%
RWS
2128
Resolute Wealth Strategies
Mississippi
$4.95M +$157K +507 +3%
OCM
2129
Orleans Capital Management
Louisiana
$4.95M +$783K +2,520 +20%
FIM
2130
FWL Investment Management
Texas
$4.92M -$104K -335 -2%
TAFW
2131
Tred Avon Family Wealth
Maryland
$4.92M -$23K -74 -0.5%
OC
2132
Opinicus Capital
Florida
$4.92M -$39.4K -127 -0.8%
OIS
2133
Okabena Investment Services
Minnesota
$4.92M – – –
CFG
2134
Capital Financial Group
Colorado
$4.92M -$138K -444 -3%
MFS
2135
Monetta Financial Services
Illinois
$4.91M – – –
BFPW
2136
BOK Financial Private Wealth
Colorado
$4.91M -$331K -1,065 -7%
CV
2137
Counterweight Ventures
North Carolina
$4.91M -$170K -547 -4%
PWM
2138
Purus Wealth Management
California
$4.91M +$7.14K +23 +0.2%
IC
2139
Inscription Capital
Texas
$4.91M +$780K +2,513 +20%
FCCM
2140
First City Capital Management
Georgia
$4.9M -$24.5K -79 -0.5%
SFG
2141
SageGuard Financial Group
Tennessee
$4.89M +$553K +1,780 +14%
BW
2142
BIP Wealth
Georgia
$4.89M +$627K +2,019 +16%
GFPC
2143
Global Financial Private Client
Florida
$4.89M +$275K +886 +6%
PWP
2144
Precedent Wealth Partners
Texas
$4.88M +$617K +1,988 +15%
OWA
2145
Octavia Wealth Advisors
Ohio
$4.88M -$161K -518 -3%
TGAM
2146
TBH Global Asset Management
Tennessee
$4.88M -$87.9K -283 -2%
VWM
2147
VCI Wealth Management
Missouri
$4.88M +$141K +455 +3%
GDCM
2148
Galaxy Digital Capital Management
New York
$4.87M +$2.53M +8,138 +121%
TW
2149
Tempo Wealth
Ohio
$4.87M +$435K +1,400 +10%
SC
2150
Sawyer & Company
Massachusetts
$4.87M -$40.4K -130 -0.9%
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