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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
2751
Five Oceans Advisors
California
$2.34M -$61K -205 -3%
MAM
2752
McLean Asset Management
Virginia
$2.34M +$48.2K +162 +2%
RHIG
2753
R.H. Investment Group
Arizona
$2.33M – – –
RPWA
2754
Regent Peak Wealth Advisors
Georgia
$2.33M +$2.19M +7,380 New
SFG
2755
Sather Financial Group
Texas
$2.33M -$734K -2,468 -25%
KCFA
2756
Key Client Fiduciary Advisors
New Jersey
$2.32M -$58.3K -196 -3%
AIIMS
2757
Analyst IMS Investment Management Services
Israel
$2.32M -$2.84M -9,539 -56%
AIM
2758
Alhambra Investment Management
Florida
$2.31M -$17.3K -58 -0.8%
SCP
2759
Sivia Capital Partners
California
$2.31M +$199K +668 +10%
JWA
2760
JFS Wealth Advisors
Pennsylvania
$2.31M -$170K -573 -7%
CNBT
2761
Cornerstone National Bank & Trust
Illinois
$2.31M -$5.95K -20 -0.3%
PSP
2762
Principal Street Partners
Tennessee
$2.31M -$3M -10,084 -58%
QFW
2763
QTR Family Wealth
Florida
$2.31M +$320K +1,076 +17%
CIA
2764
Cladis Investment Advisory
Montana
$2.3M – – –
OFW
2765
Omnia Family Wealth
Florida
$2.3M -$2.97K -10 -0.1%
HWA
2766
Heartwood Wealth Advisors
Virginia
$2.3M -$19K -64 -0.9%
BW
2767
BIP Wealth
Georgia
$2.3M +$587K +1,975 +37%
WIM
2768
Westside Investment Management
California
$2.29M +$269K +903 +14%
ACMA
2769
Arbor Capital Management (Alaska)
Alaska
$2.29M -$178K -600 -8%
EP
2770
Edgestream Partners
New Jersey
$2.29M -$15.3M -51,319 -88%
SW
2771
Solidarity Wealth
Utah
$2.29M +$126K +425 +6%
NJIM
2772
Nabity-Jensen Investment Management
Nebraska
$2.29M +$15.2K +51 +0.7%
TC
2773
Trilogy Capital
California
$2.27M +$8.63K +29 +0.4%
SIC
2774
SJS Investment Consulting
Ohio
$2.27M +$1.54M +5,192 +261%
TFA
2775
Transamerica Financial Advisors
Florida
$2.26M +$152K +512 +8%
109 110
111
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