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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2651
Vivaldi Capital Management
Illinois
$920K +$14.9K +108 +2%
GC
2652
GFG Capital
Florida
$920K -$25.6K -186 -3%
OFS
2653
OneAscent Financial Services
Alabama
$918K +$359K +2,611 +71%
AWA
2654
Aletheian Wealth Advisors
Washington
$917K +$620K +4,510 +252%
MAM
2655
McLean Asset Management
Virginia
$915K +$7.98K +58 +0.9%
CFD
2656
Creative Financial Designs
Indiana
$913K -$53.6K -390 -6%
LPAM
2657
Lodestar Private Asset Management
California
$910K +$15.8K +115 +2%
BAM
2658
BOS Asset Management
Illinois
$910K +$27.4K +199 +3%
GIP
2659
Greatmark Investment Partners
Georgia
$909K -$13.8K -100 -2%
LF
2660
Lantz Financial
Illinois
$907K +$71.8K +522 +9%
SC
2661
Solstein Capital
California
$906K +$138 +1 +0%
MCA
2662
Millennium Capital Advisors
Arkansas
$906K +$68.8K +500 +9%
SWM
2663
Shakespeare Wealth Management
Wisconsin
$903K +$15.8K +115 +2%
ME
2664
McIlrath & Eck
Washington
$903K +$15.1K +110 +2%
PIAS
2665
PCA Investment Advisory Services
Ohio
$902K -$11.3K -82 -1%
P
2666
&Partners
Tennessee
$898K -$27.5K -200 -3%
CPA
2667
Cardiff Park Advisors
California
$895K -$293K -2,133 -26%
BFG
2668
Berger Financial Group
Minnesota
$893K +$1.65K +12 +0.2%
CCM
2669
Chiron Capital Management
Florida
$888K -$234K -1,700 -22%
PWAC
2670
Private Wealth Advisors (California)
California
$887K -$3.3K -24 -0.4%
KCM
2671
KLK Capital Management
California
$887K -$44.3K -322 -5%
SFM
2672
Systematic Financial Management
New Jersey
$884K – – –
TA
2673
TFB Advisors
Kansas
$882K +$434K +3,152 +108%
FC
2674
Financial Council
Maryland
$881K -$20.6K -150 -2%
BAM
2675
Beaumont Asset Management
Texas
$881K +$4.95K +36 +0.6%
105 106
107
108 109