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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
3101
Castleview Partners
Texas
$902K +$47.6K +226 +6%
FSC
3102
Full Sail Capital
Oklahoma
$901K -$207K -981 -19%
ML
3103
McAdam LLC
Pennsylvania
$898K +$67.4K +320 +8%
NVIM
3104
New Vernon Investment Management
Illinois
$897K – – –
CFO
3105
Collective Family Office
Pennsylvania
$894K -$95K -451 -10%
RHDIC
3106
R.H. Dinel Investment Counsel
California
$889K – – –
KHCM
3107
Kirtland Hills Capital Management
Ohio
$888K -$121K -576 -12%
BFAG
3108
Blackston Financial Advisory Group
Florida
$887K -$185K -880 -17%
GSIAS
3109
Garden State Investment Advisory Services
New Jersey
$887K +$20.2K +96 +2%
EI
3110
Ellevest Inc
New York
$884K +$7.16K +34 +0.8%
FNC
3111
First National Corp
Massachusetts
$884K -$48K -228 -5%
NFP
3112
Narus Financial Partners
Utah
$882K -$220K -1,046 -20%
HFM
3113
Harvest Fund Management
China
$880K -$553K -2,624 -39%
JF
3114
Jump Financial
Illinois
$880K -$3.06M -14,547 -78%
AT
3115
Avalon Trust
New Mexico
$880K -$45.3K -215 -5%
VEA
3116
Virtus ETF Advisers
New York
$880K +$879K +4,172 New
SAM
3117
S.A. Mason
Michigan
$879K +$2.95K +14 +0.3%
WPW
3118
Watershed Private Wealth
Illinois
$877K -$21.1K -100 -2%
LC
3119
Landaas & Company
Wisconsin
$876K +$421K +2,000 +93%
GF
3120
GGM Financials
Ohio
$876K -$1.47K -7 -0.2%
1WM
3121
1858 Wealth Management
Ohio
$874K +$105K +499 +14%
USWIA
3122
UP Strategic Wealth Investment Advisors
Pennsylvania
$874K +$126K +599 +17%
BOM
3123
Bank of Marin
California
$873K -$21.1K -100 -2%
SC
3124
Summa Corp
Texas
$871K +$211 +1 +0%
CWG
3125
Crown Wealth Group
North Carolina
$871K -$40.9K -194 -4%
123 124
125
126 127