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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
3201
One Day In July LLC
Vermont
$1.64M +$197K +633 +15%
GPWA
3202
Great Point Wealth Advisors
Massachusetts
$1.63M – – –
EIP
3203
Essential Investment Partners
Colorado
$1.63M +$365K +1,176 +31%
PAA
3204
Peregrine Asset Advisers
Oregon
$1.63M +$14.3K +46 +0.9%
TCM
3205
Tributary Capital Management
Nebraska
$1.63M +$434K +1,396 +39%
VEM
3206
Vann Equity Management
Texas
$1.62M -$4.04K -13 -0.3%
DI
3207
Decision Investments
California
$1.62M -$7.76K -25 -0.5%
PA
3208
PSI Advisors
Florida
$1.62M +$152K +491 +11%
TA
3209
Tectonic Advisors
Texas
$1.62M -$13K -42 -0.8%
BWM
3210
Braeburn Wealth Management
Michigan
$1.62M +$22K +71 +1%
CCA
3211
Clearwater Capital Advisors
Illinois
$1.62M +$193K +620 +14%
HSG
3212
Helen Stephens Group
Texas
$1.62M -$14.6K -47 -0.9%
CWM
3213
CCG Wealth Management
California
$1.61M -$19.9K -64 -1%
CWA
3214
CJM Wealth Advisers
Virginia
$1.61M -$33.5K -108 -2%
RA
3215
Riversedge Advisors
Delaware
$1.61M +$492K +1,584 +47%
KBFS
3216
Kohmann Bosshard Financial Services
Ohio
$1.61M -$20.8K -67 -1%
LJHT
3217
Laurie J. Hall Trustee
$1.61M -$47.5K -153 -3%
EC
3218
EdgeRock Capital
Colorado
$1.61M +$184K +592 +14%
ACM
3219
AUA Capital Management
Pennsylvania
$1.6M – – –
FPH
3220
Financial Planning Hawaii
Hawaii
$1.6M +$39.1K +126 +3%
V
3221
ViaWealth
Kansas
$1.6M -$15.2K -49 -1%
EIA
3222
Eldridge Investment Advisors
New Hampshire
$1.6M +$3.73K +12 +0.2%
HFA
3223
Highland Financial Advisors
New Jersey
$1.6M +$4.04K +13 +0.3%
MG
3224
McHugh Group
Ohio
$1.59M – – –
CG
3225
Clarus Group
Texas
$1.59M -$75.8K -244 -5%
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