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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
2626
Capital Advisory Group Advisory Services
Minnesota
$260K +$34K +346 +15%
HFRG
2627
Houlihan Financial Resource Group
Virginia
$260K +$223K +2,268 New
CWG
2628
Cornerstone Wealth Group
North Carolina
$259K -$182K -1,857 -41%
AMCA
2629
Arthur M. Cohen & Associates
Illinois
$259K -$109K -1,114 -29%
CFO
2630
CVA Family Office
Colorado
$259K +$37.8K +385 +17%
TC
2631
Tatro Capital
Kentucky
$258K +$21.2K +216 +9%
VCP
2632
Vista Capital Partners
Oregon
$256K -$491 -5 -0.2%
TA
2633
Trellis Advisors
Washington
$255K -$20.7K -211 -7%
AWM
2634
Aevitas Wealth Management
Massachusetts
$255K +$884 +9 +0.3%
WCG
2635
Weaver Consulting Group
California
$255K +$14.7K +150 +6%
ACP
2636
Aveo Capital Partners
Colorado
$255K +$260K +2,647 New
RWM
2637
Reston Wealth Management
Virginia
$254K +$3.73K +38 +1%
SLWS
2638
Swaine & Leidel Wealth Services
Florida
$254K +$259K +2,636 New
NERM
2639
New England Research & Management
Illinois
$253K -$137K -1,400 -35%
DI
2640
Diligent Investors
California
$252K -$10.9K -111 -4%
NPPM
2641
North Point Portfolio Managers
Ohio
$251K -$2.46K -25 -0.9%
MAM
2642
Marotta Asset Management
Virginia
$251K – – –
MS
2643
Maven Securities
Jersey
$250K +$255K +2,600 New
ZCA
2644
Zeke Capital Advisors
Pennsylvania
$249K -$10K -102 -4%
LA
2645
Legacy Advisors
Pennsylvania
$248K -$24.6K -250 -9%
FNBOH
2646
First National Bank of Hutchinson
Kansas
$248K +$13.4K +136 +6%
SWRP
2647
Summit Wealth & Retirement Planning
California
$246K -$108K -1,104 -30%
CRWM
2648
Castle Rock Wealth Management
California
$246K +$243K +2,472 New
TFGT
2649
TS Financial Group (TSFG)
Illinois
$244K -$20K -204 -7%
FIA
2650
FNY Investment Advisers
New York
$243K +$246K +2,500 +8,333%
104 105
106
107 108