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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OKSA
3026
O'Keefe Stevens Advisory
New York
$474K – – –
FG
3027
Foster Group
Iowa
$474K +$2.46K +15 +0.5%
T
3028
TOBAM
France
$474K +$90K +548 +22%
GCM
3029
Gladius Capital Management
Illinois
$474K +$491K +2,991 New
ACA
3030
Ackerman Capital Advisors
Texas
$473K – – –
TF
3031
Trek Financial
Arizona
$473K +$21.7K +132 +5%
HWM
3032
Howard Wealth Management
Connecticut
$473K +$41.2K +251 +9%
CC
3033
Cadinha & Co
Hawaii
$470K -$17.2K -105 -3%
SFO
3034
Standard Family Office
South Dakota
$470K +$396K +2,411 +434%
T
3035
TNF
Montana
$467K – – –
FWM
3036
FFT Wealth Management
Pennsylvania
$464K -$142K -865 -23%
RF
3037
Resolute Financial
Massachusetts
$464K +$481K +2,929 New
GAM
3038
Gemmer Asset Management
California
$463K -$4.6K -28 -0.9%
AC
3039
Avenir Corporation
Virginia
$463K – – –
MCM
3040
Magnolia Capital Management
New York
$463K – – –
FA
3041
Fountainhead AM
New Jersey
$459K -$75.5K -460 -14%
ACM
3042
Aljian Capital Management
Nevada
$459K -$24.6K -150 -5%
IWA
3043
IVC Wealth Advisors
Pennsylvania
$458K +$3.12K +19 +0.7%
LWA
3044
Lenox Wealth Advisors
New York
$457K -$30.9K -188 -6%
SAM
3045
Sequent Asset Management
Texas
$457K -$12.2K -74 -2%
HKAM
3046
Horizon Kinetics Asset Management
New York
$454K -$1.15K -7 -0.2%
RC
3047
Rovin Capital
Arizona
$454K – – –
LWMG
3048
Levy Wealth Management Group
Pennsylvania
$453K +$2.3K +14 +0.5%
PFA
3049
Pure Financial Advisors
California
$452K -$12.8K -78 -3%
POIA
3050
Pin Oak Investment Advisors
Texas
$452K +$12.3K +75 +3%
120 121
122
123 124