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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2326
One Charles Private Wealth Services
Massachusetts
$3.68M +$24.3K +80 +0.6%
AP
2327
Advisors Preferred
Maryland
$3.68M – – –
CA
2328
Cannon Advisors
North Carolina
$3.67M +$51.9K +171 +1%
IC
2329
Inscription Capital
Texas
$3.67M +$222K +732 +6%
LWMM
2330
Legacy Wealth Management (Mississippi)
Mississippi
$3.67M -$24K -79 -0.6%
LIA
2331
LS Investment Advisors
Michigan
$3.66M +$2.09M +6,898 +124%
MWP
2332
Meriwether Wealth & Planning
Louisiana
$3.66M -$346K -1,139 -8%
WCM
2333
Winthrop Capital Management
Indiana
$3.66M +$130K +429 +4%
STAS
2334
Strong Tower Advisory Services
Minnesota
$3.65M +$29.4K +97 +0.8%
TWM
2335
TRB Wealth Management
Texas
$3.65M +$3.76M +12,402 New
ACA
2336
Atlas Capital Advisors
Wyoming
$3.65M +$60.4K +199 +2%
VIA
2337
Victrix Investment Advisors
Florida
$3.64M +$115K +380 +3%
WWM
2338
Wolff Wiese Magana
California
$3.64M +$572K +1,886 +18%
CPSC
2339
Carl P. Sherr & Co
Massachusetts
$3.64M -$48.3K -159 -1%
AFP
2340
Alpha Financial Partners
Kentucky
$3.63M +$19.1K +63 +0.5%
RHP
2341
Royal Harbor Partners
Texas
$3.63M -$154K -506 -4%
AIM
2342
Adapt Investment Managers
Switzerland
$3.63M +$3.74M +12,329 New
EG
2343
Ellerson Group
Maryland
$3.62M +$34.6K +114 +0.9%
VWS
2344
Virtus Wealth Solutions
New Jersey
$3.61M -$61.9K -204 -2%
XSC
2345
X-Square Capital
Puerto Rico
$3.61M -$2.9M -9,547 -44%
MAWA
2346
Moss Adams Wealth Advisors
Washington
$3.61M +$241K +793 +7%
AFC
2347
AFT Forsyth & Company
Florida
$3.61M -$31.9K -105 -0.8%
IWM
2348
Iams Wealth Management
Nebraska
$3.6M +$542K +1,786 +17%
TS
2349
TradeWell Securities
Indiana
$3.6M +$6.98K +23 +0.2%
VCM
2350
Versant Capital Management
Arizona
$3.6M +$829K +2,730 +29%
92 93
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