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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAP
2501
TSG Advice Partners
Ohio
$3.34M +$3.21M +10,360 New
BBP
2502
Banco BTG Pactual
Brazil
$3.33M -$4.65M -15,020 -59%
WCM
2503
WealthBridge Capital Management
Ohio
$3.33M -$13.6K -44 -0.4%
CFG
2504
Cooper Financial Group
California
$3.33M +$350K +1,131 +12%
ACL
2505
Applied Capital LLC
Florida
$3.32M +$5.57K +18 +0.2%
RFA
2506
ROI Financial Advisors
Oregon
$3.32M +$69K +223 +2%
CAM
2507
Clark Asset Management
New Hampshire
$3.32M +$735K +2,375 +30%
PCS
2508
Personal CFO Solutions
New Jersey
$3.32M -$88.2K -285 -3%
FF
2509
Farrow Financial
Vermont
$3.32M +$17.6K +57 +0.6%
NCM
2510
Neumann Capital Management
California
$3.32M -$15.5K -50 -0.5%
BAM
2511
Byrne Asset Management
New Jersey
$3.31M -$16.4K -53 -0.5%
HAM
2512
Harmony Asset Management
Arizona
$3.31M -$55.1K -178 -2%
SWA
2513
Strategies Wealth Advisors
Michigan
$3.31M +$208K +673 +7%
CAM
2514
Cacti Asset Management
Georgia
$3.31M -$61.9K -200 -2%
AGP
2515
Aspire Growth Partners
Florida
$3.3M +$99.7K +322 +3%
ACM
2516
Arcataur Capital Management
Wisconsin
$3.29M -$6.19K -20 -0.2%
BWA
2517
Basecamp Wealth Advisors
Washington
$3.28M +$3.15M +10,184 New
KSB
2518
Kennebec Savings Bank
Maine
$3.28M -$75.2K -243 -2%
CSPIA
2519
Cary Street Partners Investment Advisory
Virginia
$3.28M +$173K +559 +6%
SIG
2520
Sky Investment Group
Connecticut
$3.28M -$1.24K -4 -0%
IP
2521
Ignite Planners
California
$3.28M -$111K -357 -3%
SFG
2522
SageGuard Financial Group
Tennessee
$3.28M +$3.15M +10,175 New
CAL
2523
Capital Advisors Ltd
Ohio
$3.28M -$113K -366 -3%
IC
2524
IKE Capital
New York
$3.27M +$3.14M +10,149 New
VGDSS
2525
VUB Generali dochodkova spravcovska spolocnost
$3.26M +$3.14M +10,130 New
99 100
101
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