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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OKSA
2776
O'Keefe Stevens Advisory
New York
$490K – – –
BWM
2777
BT Wealth Management
Georgia
$489K – – –
ACA
2778
Ackerman Capital Advisors
Texas
$489K +$941 +6 +0.2%
RWM
2779
Raffa Wealth Management
District of Columbia
$489K +$9.09K +58 +2%
FG
2780
Foster Group
Iowa
$488K +$157 +1 +0%
EWA
2781
Evolution Wealth Advisors
Florida
$486K +$11K +70 +2%
GII
2782
Gryphon International Investment
Ontario, Canada
$486K +$466K +2,972 New
WW
2783
Westshore Wealth
California
$485K -$926K -5,904 -67%
SAM
2784
Sequent Asset Management
Texas
$485K +$69.5K +443 +18%
GAM
2785
Gemmer Asset Management
California
$484K +$4.86K +31 +1%
SLWS
2786
Swaine & Leidel Wealth Services
Florida
$484K +$464K +2,961 New
PFA
2787
Pure Financial Advisors
California
$481K +$49.2K +314 +12%
ZF
2788
Zhang Financial
Michigan
$481K +$201K +1,280 +77%
AC
2789
Avenir Corporation
Virginia
$479K – – –
MCM
2790
Magnolia Capital Management
New York
$479K +$459K +2,925 New
HC
2791
Hamilton Capital
Ohio
$478K +$169K +1,078 +58%
CCA
2792
Column Capital Advisors
Indiana
$476K -$1.25K -8 -0.3%
AWS
2793
Arkfeld Wealth Strategies
Nebraska
$476K +$784 +5 +0.2%
HI
2794
Hendershot Investments
Virginia
$476K +$456K +2,908 New
TAIM
2795
Te Ahumairangi Investment Management
New Zealand
$475K -$1.22M -7,800 -73%
PWS
2796
Paragon Wealth Strategies
Florida
$474K +$2.19K +14 +0.5%
JWM
2797
JFG Wealth Management
Colorado
$473K – – –
T
2798
TNF
Montana
$473K +$463K +2,956 New
HKAM
2799
Horizon Kinetics Asset Management
New York
$470K -$1.57K -10 -0.3%
IWA
2800
IVC Wealth Advisors
Pennsylvania
$470K +$157 +1 +0%
110 111
112
113 114