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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
2501
Olistico Wealth
Oklahoma
$985K +$36.3K +265 +4%
FBB
2502
Fulton Breakefield Broenniman
Maryland
$983K -$55.8K -407 -5%
MHWM
2503
Montz Harcus Wealth Management
Louisiana
$983K +$4.66K +34 +0.5%
VC
2504
Veracity Capital
Georgia
$982K +$9.59K +70 +0.9%
D
2505
Diversified
Delaware
$981K -$216K -1,573 -17%
HAG
2506
HF Advisory Group
Maryland
$981K +$143K +1,045 +16%
SFG
2507
Sather Financial Group
Texas
$980K -$13.9M -101,184 -93%
PWM
2508
Purus Wealth Management
California
$979K +$75.6K +552 +8%
FVWA
2509
Foster Victor Wealth Advisors
South Carolina
$978K +$97.4K +711 +10%
OCM
2510
Objective Capital Management
Ohio
$978K +$35.5K +259 +4%
AA
2511
Alta Advisers
United Kingdom
$977K – – –
LFM
2512
Lumina Fund Management
New York
$977K – – –
AP
2513
Atwood & Palmer
Missouri
$977K – – –
AIA
2514
Angeles Investment Advisors
California
$977K +$605K +4,418 +144%
RLWM
2515
RF&L Wealth Management
Massachusetts
$976K – – –
LIA
2516
LBMC Investment Advisors
Tennessee
$976K – – –
WWM
2517
Westwood Wealth Management
California
$976K -$192K -1,400 -16%
AIP
2518
Almanack Investment Partners
Pennsylvania
$974K -$8.91K -65 -0.9%
EAM
2519
Eukles Asset Management
Ohio
$972K +$45.2K +330 +5%
LA
2520
Legacy Advisors
Pennsylvania
$962K -$47.4K -346 -4%
GSWM
2521
Greenup Street Wealth Management
Michigan
$961K +$14.9K +109 +1%
GWM
2522
Gray Wealth Management
Maine
$958K +$122K +887 +14%
TWA
2523
TPB Wealth Advisors
Texas
$957K -$45.8K -334 -4%
GFA
2524
Gallagher Fiduciary Advisors
Illinois
$956K +$1M +7,333 New
IIM
2525
Ironwood Investment Management
Massachusetts
$956K – – –
99 100
101
102 103