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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
2701
Foster Victor Wealth Advisors
South Carolina
$716K +$36.5K +247 +5%
STB
2702
S&T Bank
Pennsylvania
$715K -$17.6K -119 -2%
SEP
2703
Southland Equity Partners
Missouri
$715K +$27K +183 +4%
OFA
2704
Oak Family Advisors
Illinois
$711K +$148 +1 +0%
RA
2705
Rational Advisors
New York
$710K -$1.67M -11,337 -69%
KCFA
2706
Key Client Fiduciary Advisors
New Jersey
$710K -$5.17K -35 -0.7%
EW
2707
Element Wealth
Mississippi
$708K -$7.82K -53 -1%
APW
2708
Austin Private Wealth
Texas
$708K +$24.9K +169 +3%
HCP
2709
Hexagon Capital Partners
Arkansas
$703K +$2.07K +14 +0.3%
IWN
2710
Independent Wealth Network
Iowa
$703K +$11.1K +75 +1%
AWM
2711
Avaii Wealth Management
Wisconsin
$702K +$197K +1,333 +35%
GPWA
2712
Great Point Wealth Advisors
Massachusetts
$701K – – –
SAM
2713
Summit Asset Management
Tennessee
$701K +$21.4K +145 +3%
CAM
2714
Campion Asset Management
Virginia
$700K – – –
MWM
2715
Maltin Wealth Management
New Jersey
$698K -$108K -731 -12%
SAM
2716
Seelaus Asset Management
New Jersey
$698K -$66.4K -450 -8%
FHC
2717
First Heartland Consultants
Missouri
$697K +$167K +1,130 +28%
AGA
2718
Accuvest Global Advisors
Utah
$696K +$129K +875 +21%
LF
2719
Lantz Financial
Illinois
$695K -$8.27K -56 -1%
IFO
2720
Independent Family Office
New York
$695K +$121K +817 +26%
FRA
2721
Frank Rimerman Advisors
California
$695K +$178K +1,209 +31%
CA
2722
Crewe Advisors
Utah
$691K +$48.7K +330 +7%
NICM
2723
Neo Ivy Capital Management
New York
$690K +$273K +1,851 +58%
SAA
2724
Southeast Asset Advisors
Georgia
$689K -$2.21K -15 -0.3%
PAG
2725
Paladin Advisory Group
Iowa
$689K +$752K +5,093 New
107 108
109
110 111