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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3176
Blalock Williams
Alabama
$1.36M +$113K +442 +10%
GSF
3177
Grove Street Fiduciary
New Hampshire
$1.35M – – –
DWG
3178
Darden Wealth Group
Michigan
$1.35M -$53.6K -210 -4%
SM
3179
Salzhauer Michael
$1.35M -$128K -500 -10%
CAM
3180
Campion Asset Management
Virginia
$1.35M -$47K -184 -4%
BSHC
3181
Breed's Hill Capital
Massachusetts
$1.35M +$8.93K +35 +0.8%
ECA
3182
Elevated Capital Advisors
Utah
$1.34M – – –
HC
3183
Hara Capital
Washington
$1.34M -$149K -585 -11%
MC
3184
Matisse Capital
Oregon
$1.34M – – –
PIM
3185
Profit Investment Management
Maryland
$1.34M -$47K -184 -4%
BP
3186
BWM Planning
Texas
$1.34M +$58.4K +229 +5%
KBFS
3187
Kohmann Bosshard Financial Services
Ohio
$1.34M +$1.28K +5 +0.1%
NWA
3188
Navis Wealth Advisors
New York
$1.34M -$11.7K -46 -1%
CFA
3189
CWS Financial Advisors
Michigan
$1.33M -$67.9K -266 -5%
APW
3190
Aventura Private Wealth
Florida
$1.33M -$6.89K -27 -0.6%
WA
3191
Westfuller Advisors
New York
$1.33M +$32.7K +128 +3%
FSC
3192
Full Sail Capital
Oklahoma
$1.32M -$171K -669 -13%
WF
3193
Wayfinding Financial
Washington
$1.32M -$82.7K -324 -7%
KW
3194
Keyvantage Wealth
Pennsylvania
$1.32M -$24.5K -96 -2%
CWP
3195
Curated Wealth Partners
California
$1.32M – – –
IWA
3196
Inspirion Wealth Advisors
Illinois
$1.32M +$30.4K +119 +3%
GAM
3197
Gemmer Asset Management
California
$1.31M +$61.5K +241 +6%
S
3198
Sachetta
Massachusetts
$1.31M -$108K -425 -9%
HFA
3199
Highland Financial Advisors
New Jersey
$1.31M – – –
RFP
3200
Root Financial Partners
California
$1.31M +$393K +1,541 +52%
126 127
128
129 130