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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3251
Cascade Investment Advisors
Oregon
$733K – – –
WMWM
3252
Whitaker-Myers Wealth Managers
Ohio
$733K +$168K +798 +30%
SC
3253
Sierra Capital
Florida
$732K – – –
BW
3254
BIP Wealth
Georgia
$730K +$34.3K +163 +5%
AI
3255
AXS Investments
New York
$729K -$138K -654 -16%
BFS
3256
Burkett Financial Services
South Carolina
$728K -$36.2K -172 -5%
RHAM
3257
Round Hill Asset Management
California
$728K -$812K -3,854 -53%
JSAM
3258
J. Safra Asset Management
New York
$727K +$57.1K +271 +9%
HNWA
3259
Henrickson Nauta Wealth Advisors
Michigan
$725K +$9.48K +45 +1%
GA
3260
GSG Advisors
New Jersey
$724K +$69.7K +331 +10%
VWM
3261
Vigilare Wealth Management
Arizona
$724K -$216K -1,024 -23%
IWP
3262
Invenio Wealth Partners
Florida
$721K – – –
EA
3263
Emerald Advisors
Washington
$720K +$13.1K +62 +2%
HIA
3264
HTG Investment Advisors
Connecticut
$719K -$5.48K -26 -0.8%
JF
3265
Joule Financial
Kentucky
$719K -$35K -166 -5%
GWM
3266
Glass Wealth Management
Texas
$718K +$5.9K +28 +0.8%
OCG
3267
Opus Capital Group
Ohio
$717K +$32.9K +156 +5%
LFS
3268
Legacy Financial Strategies
Kansas
$715K -$86.1K -409 -11%
BTC
3269
Bank & Trust Company
Illinois
$715K -$17.1K -81 -2%
PG
3270
Prostatis Group
Maryland
$713K -$80.3K -381 -10%
AFG
3271
Arkansas Financial Group
Arkansas
$713K -$44.2K -210 -6%
PWM
3272
Prosperity Wealth Management
California
$713K – – –
LFA
3273
Laraway Financial Advisors
Minnesota
$711K – – –
WJA
3274
Willis Johnson & Associates
Texas
$710K -$44K -209 -6%
FA
3275
FDx Advisors
Illinois
$707K -$13.7K -65 -2%
129 130
131
132 133