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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
2876
Legal Advantage Investments
California
$534K +$58.7K +398 +11%
PL
2877
Pluribus Labs
California
$533K -$491K -3,324 -46%
SFG
2878
Sovereign Financial Group
Connecticut
$533K +$86.2K +584 +18%
PCC
2879
Park Circle Company
Maryland
$532K – – –
SPI
2880
Sutton Place Investors
New York
$530K +$49.4K +335 +9%
CWA
2881
CJM Wealth Advisers
Virginia
$527K -$4.58K -31 -0.8%
CCT
2882
Capital City Trust
Florida
$525K -$8.41K -57 -1%
AFO
2883
Allie Family Office
Florida
$525K +$568K +3,850 New
NED
2884
Nancy E. Dempze
$522K -$3.69K -25 -0.6%
VCP
2885
Vista Capital Partners
Oregon
$522K +$186K +1,260 +49%
LCM
2886
LCM Capital Management
Illinois
$521K – – –
MF
2887
Meridian Financial
Massachusetts
$520K +$590 +4 +0.1%
LWM
2888
Liberty Wealth Management
California
$517K +$73.4K +497 +15%
AWM
2889
Aprio Wealth Management
Georgia
$515K +$173K +1,169 +45%
EAM
2890
Eukles Asset Management
Ohio
$514K +$51.1K +346 +10%
LWP
2891
Lumature Wealth Partners
Georgia
$514K +$521K +3,527 +1,451%
EFL
2892
ERn Financial LLC
Wisconsin
$514K +$557K +3,772 New
SOS
2893
Silver Oak Securities
Tennessee
$514K +$569K +3,853 New
BHA
2894
Beech Hill Advisors
New York
$513K – – –
TPW
2895
Tiller Private Wealth
Pennsylvania
$513K +$26.4K +179 +5%
APA
2896
Astoria Portfolio Advisors
New York
$512K +$70.1K +475 +14%
AWM
2897
Avondale Wealth Management
Texas
$511K +$111K +750 +25%
SWK
2898
Stephen W. Kidder
$510K +$14.8K +100 +3%
HG
2899
Harbor Group
New Hampshire
$509K +$3.1K +21 +0.6%
SWM
2900
Sendero Wealth Management
Texas
$508K -$12.6M -85,240 -96%
114 115
116
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