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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2651
Lazari Capital Management
California
$1.49M -$108K -596 -7%
OCM
2652
Objective Capital Management
Ohio
$1.49M +$122K +678 +10%
CICI
2653
Capital Investment Counsel Inc
North Carolina
$1.49M -$67.7K -375 -5%
OWA
2654
ORBA Wealth Advisors
Illinois
$1.48M -$253K -1,400 -16%
OIM
2655
Orca Investment Management
Oregon
$1.48M -$135K -746 -9%
LIM
2656
Longfellow Investment Management
Massachusetts
$1.48M +$1.8K +10 +0.1%
AP
2657
Atwood & Palmer
Missouri
$1.48M +$22.9K +127 +2%
BWA
2658
Bordeaux Wealth Advisors
California
$1.48M -$50.7K -281 -4%
ACA
2659
Atlas Capital Advisors
Wyoming
$1.47M +$44.2K +245 +3%
AWM
2660
AllSquare Wealth Management
New York
$1.47M – – –
RLWM
2661
RF&L Wealth Management
Massachusetts
$1.46M -$32.5K -180 -2%
GA
2662
Geller Advisors
New York
$1.46M +$98.2K +544 +8%
SHFA
2663
SC&H Financial Advisors
Maryland
$1.46M -$51.6K -286 -4%
SM
2664
Salzhauer Michael
$1.46M – – –
APW
2665
Austin Private Wealth
Texas
$1.46M +$32.3K +179 +2%
OPOWM
2666
One Plus One Wealth Management
Florida
$1.45M – – –
PIA
2667
Powell Investment Advisors
Florida
$1.45M – – –
KCFA
2668
Key Client Fiduciary Advisors
New Jersey
$1.45M -$217K -1,200 -14%
OWA
2669
One Wealth Advisors
California
$1.45M +$231K +1,281 +22%
HWP
2670
Highline Wealth Partners
California
$1.45M +$26.9K +149 +2%
GM
2671
Granger Management
New York
$1.45M +$635K +3,521 +95%
CIM
2672
Corda Investment Management
Texas
$1.45M +$125K +695 +11%
DG
2673
DMC Group
Alabama
$1.44M +$46K +255 +4%
CIA
2674
Cladis Investment Advisory
Montana
$1.44M – – –
UWS
2675
Unique Wealth Strategies
Illinois
$1.44M +$162K +896 +14%
105 106
107
108 109