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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
2301
PYA Waltman Capital
Tennessee
$4.11M +$56.3K +182 +1%
CIM
2302
Caldwell Investment Management
Ontario, Canada
$4.1M – – –
PWP
2303
Precedent Wealth Partners
Texas
$4.1M +$52.6K +170 +1%
AGAM
2304
Audent Global Asset Management
California
$4.1M +$377K +1,218 +11%
WA
2305
WBH Advisory
Maryland
$4.1M +$16.1K +52 +0.4%
PWM
2306
Palumbo Wealth Management
New York
$4.1M +$96K +310 +2%
CPWA
2307
Cerro Pacific Wealth Advisors
California
$4.09M -$68.7K -222 -2%
MHWM
2308
Montz Harcus Wealth Management
Louisiana
$4.09M +$423K +1,365 +12%
CWM
2309
Cranbrook Wealth Management
Michigan
$4.08M +$468K +1,512 +14%
FMI
2310
Frec Markets Inc
California
$4.07M +$3.92M +12,646 New
AP
2311
Advisors Preferred
Maryland
$4.07M – – –
DTC
2312
Davidson Trust Company
Washington
$4.07M +$226K +731 +6%
AA
2313
Aire Advisors
California
$4.07M +$11.1K +36 +0.3%
NHC
2314
Nicholas Hoffman & Company
Georgia
$4.06M +$39.9K +129 +1%
CA
2315
Crewe Advisors
Utah
$4.06M +$26.6K +86 +0.7%
AWA
2316
Acorn Wealth Advisors
Michigan
$4.06M -$15.5K -50 -0.4%
JWM
2317
Jeppson Wealth Management
California
$4.05M -$8.98K -29 -0.2%
ACM
2318
Allred Capital Management
Texas
$4.04M -$37.8K -122 -1%
BFG
2319
Berger Financial Group
Minnesota
$4.04M +$54.2K +175 +1%
LWMM
2320
Legacy Wealth Management (Mississippi)
Mississippi
$4.04M +$529K +1,709 +16%
AI
2321
Axecap Investments
Ohio
$4.04M +$233K +753 +6%
YWS
2322
Yarger Wealth Strategies
Ohio
$4.04M +$774K +2,499 +25%
BSAM
2323
Blue Square Asset Management
New York
$4.03M +$15.2K +49 +0.4%
CHJWM
2324
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.03M -$49.5K -160 -1%
BAM
2325
Bayview Asset Management
Florida
$4.03M +$2.32M +7,500 +150%
91 92
93
94 95