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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
3251
Roberts, Glore & Co
Illinois
$1.04M -$1.78K -7 -0.2%
NVIM
3252
New Vernon Investment Management
Illinois
$1.04M -$27.7M -108,476 -96%
NRI
3253
NFP Retirement Inc
California
$1.04M +$45.1K +177 +4%
BW
3254
Blalock Williams
Alabama
$1.04M -$255 -1 -0%
BA
3255
Bluesphere Advisors
Pennsylvania
$1.03M -$473K -1,857 -31%
LA
3256
Lifeworks Advisors
Michigan
$1.03M +$41.6K +163 +4%
RHDIC
3257
R.H. Dinel Investment Counsel
California
$1.03M – – –
RCM
3258
Requisite Capital Management
Texas
$1.03M -$133K -522 -11%
WA1
3259
Wimmer Associates 1
California
$1.03M -$49.5K -194 -5%
RIS
3260
Retirement Income Solutions
Michigan
$1.03M – – –
TFG
3261
Taylor Financial Group
Virginia
$1.03M +$38.5K +151 +4%
KWM
3262
Keebeck Wealth Management
Illinois
$1.03M +$86.9K +341 +9%
LK
3263
Lumbard & Kellner
New Hampshire
$1.03M -$19.9K -78 -2%
DMBA
3264
Deseret Mutual Benefit Administrators
Utah
$1.03M -$85.7K -336 -7%
HI
3265
Humankind Investments
New York
$1.03M -$67.3K -264 -6%
CCM
3266
CAAS Capital Management
New York
$1.02M -$90.8K -356 -8%
SAM
3267
S.A. Mason
Michigan
$1.02M – – –
HFS
3268
Hopwood Financial Services
Virginia
$1.02M +$765 +3 +0.1%
LC
3269
Landaas & Company
Wisconsin
$1.02M +$765 +3 +0.1%
1C
3270
111 Capital
France
$1.02M +$1.06M +4,155 New
WFA
3271
Wellspring Financial Advisors
Ohio
$1.02M +$37.2K +146 +4%
BFWA
3272
Benchmark Financial Wealth Advisors
Florida
$1.02M +$74.4K +292 +8%
CSWG
3273
Cardinal Strategic Wealth Guidance
Kentucky
$1.01M -$432K -1,694 -29%
ACA
3274
Affinity Capital Advisors
California
$1.01M +$61.7K +242 +6%
AWM
3275
Accredited Wealth Management
Kentucky
$1.01M +$206K +808 +24%
129 130
131
132 133