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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3076
Wedge Capital Management
North Carolina
$924K +$12.8K +61 +1%
BP
3077
BWM Planning
Texas
$924K +$923K +4,384 New
CFLC
3078
California First Leasing Corp
California
$924K – – –
SIGI
3079
Susquehanna International Group (Ireland)
Ireland
$923K +$922K +4,376 New
WA
3080
Wealthstream Advisors
New York
$922K -$10.5K -50 -1%
M1FG
3081
Mach-1 Financial Group
Arkansas
$921K +$102K +485 +12%
RPCONE
3082
Retirement Planning Company of New England
Rhode Island
$917K +$18.1K +86 +2%
SXL
3083
Summit X LLC
Missouri
$915K -$304K -1,442 -24%
CFAM
3084
Center For Asset Management
Florida
$913K +$6.95K +33 +0.8%
PHIC
3085
Pine Haven Investment Counsel
Massachusetts
$912K -$6.32K -30 -0.7%
WFA
3086
Wellspring Financial Advisors
Ohio
$912K +$137K +650 +18%
TA
3087
TCM Advisors
West Virginia
$912K – – –
CSWG
3088
Cardinal Strategic Wealth Guidance
Kentucky
$912K – – –
TF
3089
Trek Financial
Arizona
$911K -$111K -526 -11%
HWA
3090
Hillcrest Wealth Advisors
New Jersey
$909K – – –
BDA
3091
Borer Denton & Associates
Pennsylvania
$908K – – –
IRC
3092
Investors Research Corp
Georgia
$907K -$275K -1,305 -23%
DIA
3093
Davidson Investment Advisors
Montana
$907K +$21.1K +100 +2%
HAM
3094
Hedges Asset Management
Nevada
$907K -$169K -800 -16%
RGC
3095
Roberts, Glore & Co
Illinois
$907K -$8.64K -41 -0.9%
HWM
3096
Hassell Wealth Management
Louisiana
$906K +$15.4K +73 +2%
CCA
3097
Carrera Capital Advisors
Michigan
$906K +$85.5K +406 +10%
EWM
3098
Elevatus Welath Management
New York
$903K +$469K +2,226 +108%
CWP
3099
Curated Wealth Partners
California
$903K +$20.4K +97 +2%
NCM
3100
Next Capital Management
New York
$902K -$2.24M -10,640 -71%
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