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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
2201
Interchange Capital Partners
Pennsylvania
$3.42M +$655K +2,570 +23%
SWMG
2202
Stillwater Wealth Management Group
Florida
$3.42M +$222K +870 +7%
OCM
2203
Orleans Capital Management
Louisiana
$3.41M +$3.82K +15 +0.1%
BCG
2204
Breakwater Capital Group
New Jersey
$3.41M +$729K +2,860 +26%
SN
2205
Sittner & Nelson
Oregon
$3.41M -$2.04K -8 -0.1%
RWP
2206
Revolve Wealth Partners
New Jersey
$3.41M +$484K +1,900 +16%
AW
2207
Alaethes Wealth
Nevada
$3.4M -$5.86K -23 -0.2%
AWC
2208
Abundance Wealth Counselors
Pennsylvania
$3.4M +$88K +345 +3%
HIMS
2209
Hager Investment Management Services
New Hampshire
$3.4M -$135K -529 -4%
FPWM
2210
FSB Premier Wealth Management
Iowa
$3.4M +$203K +798 +6%
IIL
2211
Insight Inv LLC
California
$3.39M +$3.95M +15,504 +112%
VCP
2212
Verus Capital Partners
Arizona
$3.39M +$115K +453 +3%
PCH
2213
PGIM Custom Harvest
New Jersey
$3.39M +$337K +1,320 +11%
TIA
2214
Traphagen Investment Advisors
New Jersey
$3.39M +$151K +591 +4%
SI
2215
Saxon Interests
Texas
$3.39M +$853K +3,345 +32%
CIM
2216
CIM Investment Management
Pennsylvania
$3.38M +$139K +546 +4%
SI
2217
Shaker Investments
Ohio
$3.36M -$73.9K -290 -2%
BFIC
2218
Bedell Frazier Investment Counselling
California
$3.36M -$56.1K -220 -2%
WA
2219
Wealth Architects
California
$3.35M +$818K +3,208 +31%
BFA
2220
Benedict Financial Advisors
Georgia
$3.35M -$189K -740 -5%
RHP
2221
Royal Harbor Partners
Texas
$3.33M -$323K -1,267 -9%
BP
2222
Broadleaf Partners
Ohio
$3.33M +$3.46M +13,573 New
NAMP
2223
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.33M – – –
QPWM
2224
Quadrant Private Wealth Management
Pennsylvania
$3.31M -$716K -2,808 -17%
AWA
2225
Alta Wealth Advisors
Massachusetts
$3.31M +$1.24M +4,876 +57%
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89
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