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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NVIM
3101
New Vernon Investment Management
Illinois
$897K – – –
CFO
3102
Collective Family Office
Pennsylvania
$894K -$95K -451 -10%
RHDIC
3103
R.H. Dinel Investment Counsel
California
$889K – – –
KHCM
3104
Kirtland Hills Capital Management
Ohio
$888K -$121K -576 -12%
BFAG
3105
Blackston Financial Advisory Group
Florida
$887K -$185K -880 -17%
GSIAS
3106
Garden State Investment Advisory Services
New Jersey
$887K +$20.2K +96 +2%
EI
3107
Ellevest Inc
New York
$884K +$7.16K +34 +0.8%
FNC
3108
First National Corp
Massachusetts
$884K -$48K -228 -5%
NFP
3109
Narus Financial Partners
Utah
$882K -$220K -1,046 -20%
HFM
3110
Harvest Fund Management
China
$880K -$553K -2,624 -39%
JF
3111
Jump Financial
Illinois
$880K -$3.06M -14,547 -78%
AT
3112
Avalon Trust
New Mexico
$880K -$45.3K -215 -5%
VEA
3113
Virtus ETF Advisers
New York
$880K +$879K +4,172 New
SAM
3114
S.A. Mason
Michigan
$879K +$2.95K +14 +0.3%
WPW
3115
Watershed Private Wealth
Illinois
$877K -$21.1K -100 -2%
LC
3116
Landaas & Company
Wisconsin
$876K +$421K +2,000 +93%
GF
3117
GGM Financials
Ohio
$876K -$1.47K -7 -0.2%
1WM
3118
1858 Wealth Management
Ohio
$874K +$105K +499 +14%
USWIA
3119
UP Strategic Wealth Investment Advisors
Pennsylvania
$874K +$126K +599 +17%
BOM
3120
Bank of Marin
California
$873K -$21.1K -100 -2%
SC
3121
Summa Corp
Texas
$871K +$211 +1 +0%
CWG
3122
Crown Wealth Group
North Carolina
$871K -$40.9K -194 -4%
AGA
3123
Arkos Global Advisors
Texas
$871K -$16.4K -78 -2%
CGH
3124
CMG Global Holdings
Texas
$868K -$4.63K -22 -0.5%
CWA
3125
CJM Wealth Advisers
Virginia
$867K +$421 +2 +0%
123 124
125
126 127