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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
3026
Colonial River Investments
Virginia
$2.03M -$127K -408 -6%
DWG
3027
Darden Wealth Group
Michigan
$2.02M +$104K +336 +6%
BCG
3028
BayBridge Capital Group
California
$2.02M +$141K +455 +8%
ACMA
3029
Arbor Capital Management (Alaska)
Alaska
$2.02M -$224K -721 -11%
GAA
3030
Guardian Asset Advisors
Pennsylvania
$2.02M +$409K +1,318 +27%
CWA
3031
CM Wealth Advisors
Ohio
$2.02M +$44.1K +142 +2%
LCWP
3032
Legacy Capital Wealth Partners
Arkansas
$2.02M -$4.66K -15 -0.2%
BPFA
3033
Barnes Pettey Financial Advisors
Mississippi
$2.01M – – –
FPGK
3034
Financial Partners Group (Kansas)
Kansas
$2.01M -$8.07K -26 -0.4%
BPW
3035
BlueDoor Private Wealth
Massachusetts
$2.01M +$4.97K +16 +0.3%
BHC
3036
Bull Harbor Capital
Maryland
$2.01M +$599K +1,928 +46%
PW
3037
PUREfi Wealth
Massachusetts
$2.01M +$100K +322 +6%
AWA
3038
Ark Wealth Advisors
California
$2M +$156K +502 +9%
WCCM
3039
Willow Creek Capital Management
Montana
$2M +$1.9M +6,122 New
EV
3040
EJMK Ventures
Illinois
$2M -$354K -1,141 -16%
SCA
3041
St. Clair Advisors
Ohio
$2M – – –
GWAG
3042
Garrett Wealth Advisory Group
Texas
$2M -$87K -280 -4%
SL
3043
Sentry LLC
Tennessee
$2M – – –
TIP
3044
Tandem Investment Partners
New Jersey
$2M -$99.4K -320 -5%
JC
3045
JM2 Capital
Oklahoma
$1.99M -$20.5K -66 -1%
CNBOF
3046
City National Bank of Florida
Florida
$1.99M +$504K +1,624 +36%
RCSA
3047
REYL & Cie S.A.
Switzerland
$1.99M +$2.1M +6,750 New
NWA
3048
New World Advisors
Massachusetts
$1.99M +$241K +775 +15%
DAC
3049
Dutch Asset Corp
New York
$1.99M +$90.7K +292 +5%
SFM
3050
Systematic Financial Management
New Jersey
$1.99M – – –
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