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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VSWA
2151
Vontobel Swiss Wealth Advisors
Switzerland
$1.48M -$471K -3,276 -25%
BHBT
2152
Burke & Herbert Bank & Trust
Virginia
$1.48M -$6.62K -46 -0.5%
PAM
2153
Premier Asset Management
Illinois
$1.46M +$230K +1,602 +20%
FWP
2154
FAS Wealth Partners
Kansas
$1.46M +$73.1K +508 +6%
TAM
2155
Trillium Asset Management
Massachusetts
$1.46M -$13.2K -92 -1%
COF
2156
Capital One Financial
Virginia
$1.46M -$252K -1,749 -15%
BFO
2157
Biltmore Family Office
North Carolina
$1.46M – – –
PC
2158
PhiloSmith Capital
Connecticut
$1.45M – – –
JF
2159
JSF Financial
California
$1.45M -$38.7K -269 -3%
OCM
2160
Orion Capital Management
California
$1.45M – – –
TCWM
2161
Total Clarity Wealth Management
Illinois
$1.45M -$13.2K -92 -1%
HR
2162
Hardy Reed
Mississippi
$1.45M -$3.6K -25 -0.3%
CIA
2163
Citadel Investment Advisory
Ohio
$1.45M – – –
PWMG
2164
Prestige Wealth Management Group
New Jersey
$1.44M +$229K +1,592 +20%
CSPIA
2165
Cary Street Partners Investment Advisory
Virginia
$1.44M -$2.33M -16,191 -63%
UCI
2166
Uncommon Cents Investing
Wisconsin
$1.44M -$100K -695 -7%
SAS
2167
Stelac Advisory Services
New York
$1.43M -$1.11M -7,736 -45%
TIA
2168
Trust Investment Advisors
Indiana
$1.43M -$27.3K -190 -2%
SRC
2169
Sage Rhino Capital
California
$1.43M +$29.3K +204 +2%
BSI
2170
Bennett Selby Investments
Maine
$1.43M +$144 +1 +0%
GI
2171
GS Investments
Minnesota
$1.43M +$10.8K +75 +0.8%
WCA
2172
Windsor Creek Advisors
Vermont
$1.43M -$933K -6,487 -41%
LWA
2173
Lineweaver Wealth Advisors
Ohio
$1.42M +$168K +1,171 +14%
HBWM
2174
Hollow Brook Wealth Management
New York
$1.42M -$1.58K -11 -0.1%
OPOWM
2175
One Plus One Wealth Management
Florida
$1.42M +$1.34M +9,332 New
85 86
87
88 89