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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
2251
First National Bank & Trust Co of Newtown
Pennsylvania
$1.31M -$2.36K -15 -0.2%
SHWM
2252
Silicon Hills Wealth Management
Texas
$1.31M +$18.8K +120 +1%
COCM
2253
Charter Oak Capital Management
New Hampshire
$1.31M +$19.5K +124 +1%
WMA
2254
Wealth Management Associates
New Jersey
$1.31M +$206K +1,309 +18%
CWMU
2255
Caliber Wealth Management (Utah)
Utah
$1.3M +$1.31M +8,370 New
CG
2256
CFO4Life Group
Texas
$1.3M +$26.4K +168 +2%
SC
2257
Searle & Co
Connecticut
$1.3M – – –
OFS
2258
Orrstown Financial Services
Pennsylvania
$1.3M -$29.5K -188 -2%
HFS
2259
Howard Financial Services
Texas
$1.29M +$8.01K +51 +0.6%
BFA
2260
Beacon Financial Advisory
Ohio
$1.29M +$136K +863 +12%
UH
2261
Unigestion Holding
Switzerland
$1.29M -$404K -2,574 -24%
PFS
2262
Physicians Financial Services
North Carolina
$1.29M -$81.7K -520 -6%
NL
2263
Navalign LLC
California
$1.28M +$26.5K +169 +2%
MFG
2264
Menard Financial Group
Texas
$1.28M +$66.3K +422 +5%
TCPWM
2265
Traverso Chambers Private Wealth Management
California
$1.28M +$90.6K +577 +8%
BL
2266
Balentine LLC
Georgia
$1.28M -$11.9K -76 -0.9%
OPW
2267
Oxler Private Wealth
New York
$1.28M +$11.5K +73 +0.9%
GP
2268
Geneva Partners
Wisconsin
$1.27M +$1.29M +8,185 New
GAM
2269
Grandview Asset Management
Pennsylvania
$1.27M +$198K +1,263 +18%
AWM
2270
Accel Wealth Management
Iowa
$1.26M +$21.2K +135 +2%
FWM
2271
Focused Wealth Management
New York
$1.26M +$68K +433 +6%
CCB
2272
Cutter & Co Brokerage
Missouri
$1.26M +$40.8K +260 +3%
LJHT
2273
Laurie J. Hall Trustee
$1.26M -$90.3K -575 -7%
PA
2274
Probity Advisors
Texas
$1.26M +$1.26K +8 +0.1%
ACM
2275
Alethea Capital Management
Washington
$1.26M +$689K +4,385 +119%
89 90
91
92 93