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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2701
Corrado Advisors
New Jersey
$2.79M -$10.2K -33 -0.4%
MCM
2702
Mainstream Capital Management
California
$2.78M -$56.3K -182 -2%
LCM
2703
Lazari Capital Management
California
$2.78M -$5.57K -18 -0.2%
PAM
2704
PCG Asset Management
New Jersey
$2.78M -$265K -855 -9%
B
2705
Barings
North Carolina
$2.78M +$902K +2,914 +51%
PWM
2706
Pinnacle Wealth Management
California
$2.78M +$17.6K +57 +0.7%
AGAM
2707
AK Global Asset Management
California
$2.78M +$2.67M +8,625 New
LWL
2708
Leo Wealth LLC
Texas
$2.78M +$1.18M +3,816 +79%
CIA
2709
Citadel Investment Advisory
Ohio
$2.77M – – –
CAG
2710
Centerpoint Advisory Group
Kansas
$2.76M – – –
EV
2711
EJMK Ventures
Illinois
$2.76M +$2.66M +8,576 New
GWS
2712
Greykasell Wealth Strategies
California
$2.76M +$181K +586 +7%
PWP
2713
Pursue Wealth Partners
California
$2.76M – – –
FPCP
2714
Fort Point Capital Partners
California
$2.76M +$113K +365 +4%
JFA
2715
JNBA Financial Advisors
Minnesota
$2.75M +$27.6K +89 +1%
AF
2716
Affiance Financial
Minnesota
$2.75M -$22K -71 -0.8%
CMANY
2717
Capital Management Associates (New York)
New York
$2.74M – – –
CCM
2718
Cannon Capital Management
Utah
$2.74M +$2.63M +8,489 New
VCM
2719
Vision Capital Management
Oregon
$2.73M -$17.3K -56 -0.7%
RBWA
2720
RFG - Bristol Wealth Advisors
Massachusetts
$2.73M +$814K +2,629 +45%
CSB
2721
City State Bank
Iowa
$2.73M +$24.8K +80 +1%
DA
2722
Drake & Associates
Wisconsin
$2.73M -$1.02M -3,291 -28%
WEG
2723
World Equity Group
Illinois
$2.72M -$7.12K -23 -0.3%
BCA
2724
Bay Capital Advisors
Virginia
$2.72M – – –
BWM
2725
BlackDiamond Wealth Management
New York
$2.72M -$317K -1,023 -11%
107 108
109
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