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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2576
Cahill Financial Advisors
Minnesota
$876K +$141K +1,109 +20%
PVH
2577
Psagot Value Holdings
Israel
$876K -$962K -7,595 -54%
PC
2578
Port Capital
Illinois
$875K -$86K -679 -9%
RL
2579
RPO LLC
Connecticut
$874K -$5.26M -41,487 -86%
WWMSC
2580
Wagner Wealth Management (South Carolina)
South Carolina
$874K +$2.79K +22 +0.3%
LA
2581
Latitude Advisors
Florida
$873K -$13.2K -104 -2%
IAM
2582
Innovis Asset Management
Illinois
$873K +$825K +6,511 New
WAG
2583
Wallace Advisory Group
California
$872K +$823K +6,499 New
HAG
2584
HF Advisory Group
Maryland
$870K +$822K +6,484 New
MAM
2585
McLean Asset Management
Virginia
$868K +$30K +237 +4%
GWM
2586
Gray Wealth Management
Maine
$867K +$53.7K +424 +7%
NJBEST
2587
New Jersey Better Educational Savings Trust
New Jersey
$866K – – –
FI
2588
Financial Insights
Washington
$866K +$207K +1,636 +34%
SCM
2589
Sterneck Capital Management
Missouri
$863K +$127 +1 +0%
SFS
2590
Stiles Financial Services
Minnesota
$863K -$20K -158 -2%
CWA
2591
Consilium Wealth Advisory
Texas
$860K +$17K +134 +2%
KWM
2592
Kolinsky Wealth Management
New Jersey
$860K +$14.7K +116 +2%
SMWM
2593
Silvia McColl Wealth Management
California
$859K +$812K +6,408 New
P
2594
&Partners
Tennessee
$858K -$11.8K -93 -1%
WDG
2595
Wealth Dimensions Group
Ohio
$857K +$27K +213 +3%
KFA
2596
Krane Funds Advisors
New York
$852K +$62.8K +496 +8%
LA
2597
LexAurum Advisors
Kansas
$852K -$10.9K -86 -1%
KCM
2598
KLK Capital Management
California
$852K +$26K +205 +3%
BFG
2599
Berger Financial Group
Minnesota
$851K -$9.88K -78 -1%
GIP
2600
Greatmark Investment Partners
Georgia
$851K +$59.6K +470 +8%
102 103
104
105 106