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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2701
St. Clair Advisors
Ohio
$852K +$76.2K +554 +10%
FFA
2702
Fi3 Financial Advisors
Indiana
$850K -$39.7K -289 -5%
KFA
2703
Krane Funds Advisors
New York
$849K -$36.3K -264 -4%
HFA
2704
Highland Financial Advisors
New Jersey
$849K +$138 +1 +0%
WA
2705
WealthTrust Axiom
Pennsylvania
$848K -$2.61K -19 -0.3%
BSSFA
2706
Baron Silver Stevens Financial Advisors
Florida
$848K +$302K +2,195 +60%
CIG
2707
Cascade Investment Group
Colorado
$847K -$8.25K -60 -1%
AWM
2708
Avaii Wealth Management
Wisconsin
$847K +$11.4K +83 +1%
FHC
2709
First Heartland Consultants
Missouri
$846K -$85.4K -621 -10%
LAI
2710
Legal Advantage Investments
California
$846K – – –
LJHT
2711
Laurie J. Hall Trustee
$845K -$35.8K -260 -4%
RCA
2712
Reitz Capital Advisors
Michigan
$844K -$2.89K -21 -0.4%
SIS
2713
Sound Income Strategies
Florida
$842K +$32.5K +236 +4%
OLA
2714
Oliver Luxxe Assets
New Jersey
$841K -$1.38K -10 -0.2%
FW
2715
FirstPurpose Wealth
Utah
$838K +$7.15K +52 +0.9%
WAG
2716
Wallace Advisory Group
California
$837K – – –
SWM
2717
Sendero Wealth Management
Texas
$836K +$791K +5,749 New
BPFA
2718
Barnes Pettey Financial Advisors
Mississippi
$835K -$1.51K -11 -0.2%
PFT
2719
Providence First Trust
Arizona
$834K – – –
CFA
2720
Cahill Financial Advisors
Minnesota
$834K +$277K +2,017 +54%
SOS
2721
Silver Oak Securities
Tennessee
$830K +$55.4K +403 +8%
GITFIT
2722
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$829K +$96.3K +700 +14%
WH
2723
Whitcomb & Hess
Ohio
$829K +$825 +6 +0.1%
GSAM
2724
Grant Street Asset Management
Pennsylvania
$828K +$33.6K +244 +4%
EBA
2725
Eagle Bay Advisors
New York
$826K +$14K +102 +2%
107 108
109
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