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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
3026
Capstone Triton Financial Group
Oklahoma
$1.32M +$87.1K +374 +7%
PWAC
3027
Private Wealth Advisors (California)
California
$1.32M -$3.96K -17 -0.3%
CWM
3028
Centurion Wealth Management
Virginia
$1.32M +$33.8K +145 +3%
LPAM
3029
Lodestar Private Asset Management
California
$1.32M +$233 +1 +0%
ACM
3030
Aster Capital Management
United Arab Emirates
$1.31M -$6.4M -27,493 -83%
EBA
3031
Eagle Bay Advisors
New York
$1.31M -$175K -750 -12%
PFW
3032
Petros Family Wealth
Minnesota
$1.31M +$1.28M +5,477 New
WA
3033
Wambolt & Associates
Colorado
$1.31M -$760K -3,265 -37%
AG
3034
AmeriFlex Group
Nevada
$1.31M +$1.14M +4,908 New
LAS
3035
LWM Advisory Services
Florida
$1.31M -$9.32K -40 -0.7%
FCM
3036
Firestone Capital Management
Florida
$1.31M -$6.29K -27 -0.5%
CWC
3037
Carolinas Wealth Consulting
North Carolina
$1.31M -$101K -433 -7%
MW
3038
Maia Wealth
Colorado
$1.31M +$167K +716 +17%
CPG
3039
Cornerstone Planning Group
New Jersey
$1.3M +$940K +4,034 +462%
PA
3040
Probity Advisors
Texas
$1.3M +$101K +432 +9%
EAM
3041
Evanson Asset Management
California
$1.3M – – –
PAA
3042
Peregrine Asset Advisers
Oregon
$1.3M -$82.7K -355 -6%
TFA
3043
Tranquilli Financial Advisor
New Jersey
$1.3M -$22.8K -98 -2%
AIA
3044
Angeles Investment Advisors
California
$1.3M +$3.96K +17 +0.3%
OPW
3045
Oxler Private Wealth
New York
$1.3M +$6.06K +26 +0.5%
EFA
3046
Evernest Financial Advisors
Indiana
$1.3M -$13.3K -57 -1%
BAM
3047
Bellevue Asset Management
Washington
$1.29M +$466 +2 +0%
CCP
3048
Cassia Capital Partners
North Carolina
$1.29M +$218K +935 +21%
SFWC
3049
Strategic Family Wealth Counselors
New Jersey
$1.29M +$123K +529 +11%
NG
3050
Northstar Group
New York
$1.29M +$522K +2,242 +72%
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