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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2201
Lindenwold Advisors
Pennsylvania
$2.09M -$15K -99 -0.8%
TRIA
2202
Trail Ridge Investment Advisors
Colorado
$2.09M -$11.2K -74 -0.6%
FFC
2203
First Financial Corp
Indiana
$2.09M -$43.8K -289 -2%
1IA
2204
1620 Investment Advisors
Massachusetts
$2.08M -$64.7K -427 -3%
HAM
2205
Harmony Asset Management
Arizona
$2.08M +$1.86M +12,245 New
WWM
2206
Wolff Wiese Magana
California
$2.08M -$393K -2,593 -17%
MA
2207
MJP Associates
Connecticut
$2.08M +$457K +3,014 +33%
NRC
2208
New Republic Capital
North Carolina
$2.07M +$68.6K +453 +4%
MHIC
2209
Marble Harbor Investment Counsel
Massachusetts
$2.07M +$15.2K +100 +0.8%
AWE
2210
Avidian Wealth Enterprises
Texas
$2.07M -$52.4K -346 -3%
CWA
2211
Consilium Wealth Advisory
Texas
$2.07M +$231K +1,526 +14%
FA
2212
Financial Advisors
Massachusetts
$2.07M +$1.24M +8,196 +207%
KAS
2213
KPP Advisory Services
Kentucky
$2.06M -$10.3K -68 -0.6%
EWM
2214
Executive Wealth Management
Michigan
$2.05M +$135K +892 +8%
SSA
2215
Sierra Summit Advisors
Nevada
$2.05M +$1.83M +12,064 New
UM
2216
Ulysses Management
New York
$2.04M – – –
MIP
2217
Marietta Investment Partners
Wisconsin
$2.04M +$22.6K +149 +1%
IC
2218
Inscription Capital
Texas
$2.03M +$349K +2,300 +24%
VIM
2219
Vista Investment Management
Pennsylvania
$2.03M -$40.5K -267 -2%
OIM
2220
Oder Investment Management
California
$2.03M -$33K -218 -2%
WAAG
2221
Wealth Alliance Advisory Group
Kansas
$2.03M +$138K +908 +8%
RPCONE
2222
Retirement Planning Company of New England
Rhode Island
$2.03M +$44.6K +294 +3%
AC
2223
Aldebaran Capital
Indiana
$2.03M – – –
CRWM
2224
Castle Rock Wealth Management
California
$2.02M +$73K +482 +4%
SCI
2225
Stableford Capital II
Arizona
$2.02M -$175K -1,155 -9%
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