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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
3001
Summit Wealth Group (Colorado)
Colorado
$1.75M +$2.75M +9,243 +327%
MWM
3002
Manske Wealth Management
Texas
$1.75M -$8.33K -28 -0.5%
CPA
3003
Cardiff Park Advisors
California
$1.75M +$7.73K +26 +0.5%
NG
3004
Northstar Group
New York
$1.74M -$5.35K -18 -0.3%
RF
3005
Rossby Financial
Florida
$1.74M +$209K +704 +14%
FC
3006
Financial Consulate
Maryland
$1.74M +$1.64M +5,511 New
PWAC
3007
Private Wealth Advisors (California)
California
$1.74M -$2.97K -10 -0.2%
BAM
3008
BOCHK Asset Management
Hong Kong
$1.73M +$744K +2,500 +83%
BF
3009
Baring Financial
Washington
$1.73M -$7.14K -24 -0.4%
BWA
3010
Burt Wealth Advisors
Maryland
$1.73M -$19K -64 -1%
PAS
3011
PKS Advisory Services
New York
$1.73M +$33.6K +113 +2%
HFA
3012
Hutchinson Financial Advisors
Virginia
$1.73M +$37.8K +127 +2%
CB
3013
Cooke & Bieler
Pennsylvania
$1.73M -$49.6M -166,836 -97%
VAM
3014
Virtue Asset Management
Illinois
$1.73M +$1.63M +5,471 New
SPWM
3015
Spartan Planning & Wealth Management
North Carolina
$1.72M +$2.38K +8 +0.1%
ES
3016
Eagle Strategies
New York
$1.72M +$7.14K +24 +0.4%
AA
3017
AJ Advisors
Tennessee
$1.72M -$254K -854 -14%
HCA
3018
Heck Capital Advisors
Wisconsin
$1.72M -$184K -617 -10%
SIC
3019
Sage Investment Counsel
Tennessee
$1.72M -$2.97K -10 -0.2%
JCM
3020
Jacobsen Capital Management
Utah
$1.72M +$38.1K +128 +2%
FFL
3021
Future Fund LLC
Illinois
$1.71M +$323K +1,085 +25%
CCA
3022
Cravens & Co Advisors
Tennessee
$1.71M -$5.06K -17 -0.3%
GSAM
3023
Grant Street Asset Management
Pennsylvania
$1.71M +$16.4K +55 +1%
WWC
3024
Waypoint Wealth Counsel
Georgia
$1.7M -$227K -764 -12%
RL
3025
Rogco LP
Oklahoma
$1.7M -$197K -661 -11%
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121
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