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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TLP
2501
Trinity Legacy Partners
Texas
$811K +$91.6K +637 +14%
PIM
2502
Profit Investment Management
Maryland
$811K +$281K +1,953 +58%
CWAF
2503
Core Wealth Advisors (Florida)
Florida
$809K +$15.7K +109 +2%
JPG
2504
Jordan Park Group
California
$809K +$765K +5,315 New
FVWA
2505
Foster Victor Wealth Advisors
South Carolina
$807K +$37.4K +260 +5%
CCIA
2506
Campbell & Co Investment Adviser
Maryland
$807K +$417K +2,900 +121%
PWM
2507
Purus Wealth Management
California
$805K +$95.7K +665 +14%
HPC
2508
Hobart Private Capital
North Carolina
$803K -$250K -1,735 -25%
OBWG
2509
Onyx Bridge Wealth Group
New York
$803K +$65.6K +456 +9%
LIA
2510
LBMC Investment Advisors
Tennessee
$801K -$3.6K -25 -0.5%
TCMP
2511
Thrive Capital Management (Pennsylvania)
Pennsylvania
$801K +$137K +951 +22%
AFG
2512
Arkansas Financial Group
Arkansas
$797K -$30.9K -215 -4%
RW
2513
Rede Wealth
Virginia
$797K +$40.3K +280 +6%
FMN
2514
Financial Management Network
California
$797K +$42K +292 +6%
D
2515
Diversified
Delaware
$793K +$4.03K +28 +0.5%
SPI
2516
Santori & Peters Inc
Pennsylvania
$791K -$10.1K -70 -1%
FC
2517
Financial Consulate
Maryland
$790K +$14.4K +100 +2%
NFG
2518
Nations Financial Group
Iowa
$788K -$9.78K -68 -1%
EI
2519
Ellevest Inc
New York
$788K +$95.5K +664 +15%
APW
2520
Aurora Private Wealth
New Jersey
$787K -$156K -1,082 -17%
RWM
2521
Raffa Wealth Management
District of Columbia
$786K +$4.75K +33 +0.6%
HCM
2522
Hutchinson Capital Management
California
$786K – – –
TWM
2523
TriaGen Wealth Management
California
$786K – – –
CCM
2524
Carlson Capital Management
Minnesota
$785K -$3.45K -24 -0.5%
FCB
2525
First Command Bank
Texas
$784K +$32.7K +227 +5%
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