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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
USGIU
3026
U.S. Global Investors (USGI)
Texas
$1.35M +$1.4M +5,500 New
GC
3027
GatePass Capital
Ohio
$1.35M +$1.13M +4,449 +424%
CIG
3028
Cascade Investment Group
Colorado
$1.35M -$65.8K -258 -4%
LPAM
3029
Lodestar Private Asset Management
California
$1.35M – – –
PP
3030
Patron Partners
Texas
$1.35M +$105K +410 +8%
ECA
3031
Elevated Capital Advisors
Utah
$1.34M -$114K -446 -8%
CGFA
3032
Colton Groome Financial Advisors
North Carolina
$1.34M -$135K -530 -9%
EWS
3033
Evergreen Wealth Solutions
Pennsylvania
$1.34M -$191K -749 -12%
PFW
3034
Petros Family Wealth
Minnesota
$1.34M +$255 +1 +0%
CCP
3035
Cassia Capital Partners
North Carolina
$1.34M +$22.7K +89 +2%
KHCM
3036
Kirtland Hills Capital Management
Ohio
$1.34M +$357K +1,400 +32%
LAS
3037
LWM Advisory Services
Florida
$1.34M +$4.08K +16 +0.3%
ES
3038
Eagle Strategies
New York
$1.34M +$51.8K +203 +4%
GCM
3039
Gibraltar Capital Management
Oklahoma
$1.34M -$417K -1,635 -23%
4WM
3040
49 Wealth Management
Texas
$1.34M +$187K +734 +16%
SIC
3041
Sage Investment Counsel
Tennessee
$1.34M -$30.6K -120 -2%
FPGK
3042
Financial Partners Group (Kansas)
Kansas
$1.34M +$54.6K +214 +4%
CCA
3043
Cravens & Co Advisors
Tennessee
$1.33M +$27.3K +107 +2%
QC
3044
Quantessence Capital
New York
$1.33M -$1.65M -6,480 -54%
HWM
3045
Horizon Wealth Management
Illinois
$1.33M +$21.2K +83 +2%
OLA
3046
Oliver Luxxe Assets
New Jersey
$1.33M -$21.7K -85 -2%
KL
3047
KilterHowling LLC
Colorado
$1.33M +$14.3K +56 +1%
NG
3048
Northstar Group
New York
$1.33M +$8.67K +34 +0.6%
WB
3049
West Bancorporation
Iowa
$1.32M +$24.7K +97 +2%
LWL
3050
Leo Wealth LLC
Texas
$1.32M -$806K -3,163 -37%
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