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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2301
Apexium Financial
Texas
$1.01M +$1.11M +9,637 New
TWM
2302
Tradition Wealth Management
Minnesota
$1.01M +$138K +1,203 +14%
HBWM
2303
Hollow Brook Wealth Management
New York
$1M – – –
BCP
2304
Berkeley Capital Partners
Georgia
$998K +$115K +999 +12%
PC
2305
PhiloSmith Capital
Connecticut
$998K – – –
OPOWM
2306
One Plus One Wealth Management
Florida
$997K – – –
MCWA
2307
Meadow Creek Wealth Advisors
Georgia
$996K +$1.49K +13 +0.1%
TCPWM
2308
Traverso Chambers Private Wealth Management
California
$996K +$44.5K +388 +4%
HTHT
2309
Hemenway Trust Hemenway Trust
New Hampshire
$994K +$115K +1,000 +12%
CGA
2310
Crescent Grove Advisors
Illinois
$992K -$28.7K -250 -3%
BIA
2311
Bigelow Investment Advisors
Maine
$992K +$148K +1,286 +16%
FBT
2312
First Bank & Trust
South Dakota
$990K +$594K +5,174 +120%
RWP
2313
Ridgecrest Wealth Partners
California
$987K +$12.6K +110 +1%
CFS
2314
CRA Financial Services
New Jersey
$985K +$127K +1,109 +13%
TCM
2315
Towercrest Capital Management
Pennsylvania
$984K -$45.9K -400 -4%
CAM
2316
Cozad Asset Management
Illinois
$984K -$23.8K -207 -2%
SRC
2317
Sage Rhino Capital
California
$982K -$15.5K -135 -1%
PWP
2318
Pursue Wealth Partners
California
$980K -$112K -974 -9%
KFSC
2319
Keystone Financial Services (Colorado)
Colorado
$980K +$92K +802 +11%
OR
2320
Olympiad Research
Connecticut
$978K -$60.7K -529 -5%
FP
2321
Financial Perspectives
Minnesota
$978K +$455K +3,965 +74%
SCP
2322
Syntal Capital Partners
Texas
$977K +$11.7K +102 +1%
AWM
2323
Accel Wealth Management
Iowa
$975K +$918 +8 +0.1%
LCM
2324
LVM Capital Management
Michigan
$975K +$16K +139 +2%
MCM
2325
Mendel Capital Management
Arkansas
$975K +$37.1K +323 +4%
91 92
93
94 95