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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
2676
Grey Fox Wealth Advisors
Delaware
$772K +$26.4K +193 +3%
BCM
2677
Brown Capital Management
Maryland
$772K -$8.77K -64 -1%
HWMG
2678
Hurlow Wealth Management Group
Indiana
$771K +$1.51K +11 +0.2%
BC
2679
Bridgefront Capital
Texas
$770K +$809K +5,907 New
CCA
2680
Cravens & Co Advisors
Tennessee
$769K +$10.1K +74 +1%
DAM
2681
Doheny Asset Management
California
$769K +$247K +1,801 +44%
SL
2682
Salomon & Ludwin
Virginia
$768K -$2.88K -21 -0.4%
CIG
2683
Cascade Investment Group
Colorado
$767K -$2.6K -19 -0.3%
DIP
2684
Davis Investment Partners
North Carolina
$767K – – –
MHR
2685
Matthew Hamilton Rosenberg
$766K -$25.5K -186 -3%
CSI
2686
Cross Staff Investments
New York
$766K +$137 +1 +0%
CWA
2687
Clearview Wealth Advisors
Oregon
$764K -$309K -2,253 -28%
BCG
2688
Breakwater Capital Group
New Jersey
$764K +$81.8K +597 +11%
KCFA
2689
Key Client Fiduciary Advisors
New Jersey
$762K +$7.26K +53 +0.9%
WA
2690
WealthTrust Axiom
Pennsylvania
$762K +$23.2K +169 +3%
FCIM
2691
Fairview Capital Investment Management
California
$762K +$48.8K +356 +6%
HFA
2692
Highland Financial Advisors
New Jersey
$761K +$274 +2 +0%
RCA
2693
Reitz Capital Advisors
Michigan
$759K -$32.2K -235 -4%
LAI
2694
Legal Advantage Investments
California
$758K – – –
OWA
2695
One Wealth Advisors
California
$758K -$45.6K -333 -5%
PCMC
2696
Private Capital Management (Colorado)
Colorado
$757K +$262K +1,910 +49%
OLA
2697
Oliver Luxxe Assets
New Jersey
$755K -$548 -4 -0.1%
CPA
2698
Capital Planning Advisors
California
$751K -$151K -1,103 -16%
WC
2699
Westhampton Capital
North Carolina
$750K +$5.48K +40 +0.7%
KCG
2700
Kinsale Capital Group
Virginia
$750K +$788K +5,754 New
106 107
108
109 110