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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2351
BSW Wealth Partners
Colorado
$2.73M -$116K -497 -4%
TSMHT
2352
Thurston Springer Miller Herd & Titak
Indiana
$2.73M +$706K +3,033 +36%
ICP
2353
Interchange Capital Partners
Pennsylvania
$2.73M -$168K -723 -6%
MWM
2354
MGB Wealth Management
Texas
$2.72M +$118K +507 +5%
LF
2355
Lee Financial
Texas
$2.71M +$54.3K +233 +2%
CC
2356
Callan Capital
California
$2.71M +$211K +906 +9%
AWA
2357
Amplius Wealth Advisors
Pennsylvania
$2.71M -$249K -1,068 -9%
BTWM
2358
Baker Tilly Wealth Management
Wisconsin
$2.71M +$107K +459 +4%
PWMG
2359
Pinnacle Wealth Management Group
Michigan
$2.7M +$5.82K +25 +0.2%
OIS
2360
Okabena Investment Services
Minnesota
$2.7M +$81.1K +348 +3%
WA
2361
Waddell & Associates
Tennessee
$2.7M -$140K -599 -5%
SJIM
2362
St. Johns Investment Management
Florida
$2.69M +$58.7K +252 +2%
TCWM
2363
Total Clarity Wealth Management
Illinois
$2.69M +$32.4K +139 +1%
SPWM
2364
Schrum Private Wealth Management
Florida
$2.69M +$82.7K +355 +3%
AFM
2365
Aspetuck Financial Management
Connecticut
$2.69M +$2.62M +11,234 New
CFO
2366
CVA Family Office
Colorado
$2.69M +$117K +504 +5%
WPA
2367
West Paces Advisors
Georgia
$2.68M -$45.2K -194 -2%
EB
2368
Exchange Bank
California
$2.68M +$4.89K +21 +0.2%
FI
2369
Finivi Inc
Massachusetts
$2.67M +$119K +510 +5%
CA
2370
Continental Advisors
Utah
$2.67M -$349K -1,500 -12%
TWP
2371
Tempus Wealth Planning
California
$2.67M +$138K +592 +6%
SCG
2372
Sonata Capital Group
Washington
$2.66M +$11.6K +50 +0.5%
AF
2373
Aldebaran Financial
$2.66M +$20K +86 +0.8%
APA
2374
Astoria Portfolio Advisors
New York
$2.66M +$24K +103 +1%
4WM
2375
44 Wealth Management
Oregon
$2.66M -$132K -568 -5%
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