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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3401
Detalus Advisors
Missouri
$537K +$170K +871 +49%
BC
3402
Bridgefront Capital
Texas
$536K +$518K +2,650 New
CWM
3403
Cherrydale Wealth Management
New Jersey
$535K +$54.2K +277 +12%
SL
3404
Summitry LLC
California
$535K -$96K -491 -16%
MAM
3405
Marotta Asset Management
Virginia
$535K +$117K +597 +30%
BWM
3406
Brown Wealth Management
Illinois
$534K +$2.54K +13 +0.5%
SC
3407
Schoolcraft Capital
Colorado
$533K -$19K -97 -4%
HFA
3408
Harbert Fund Advisors
Alabama
$531K +$9.78K +50 +2%
SIC
3409
SJS Investment Consulting
Ohio
$529K – – –
HCP
3410
Holt Capital Partners
Texas
$528K -$7.43K -38 -1%
GCM
3411
Greenland Capital Management
New York
$528K +$511K +2,612 New
VAM
3412
Vienna Asset Management
California
$528K +$510K +2,611 New
IP
3413
Isthmus Partners
Wisconsin
$527K -$19.6K -100 -4%
SWM
3414
SFG Wealth Management
Maryland
$527K +$391 +2 +0.1%
VW
3415
Vance Wealth
California
$526K – – –
USGIU
3416
U.S. Global Investors (USGI)
Texas
$526K -$821K -4,200 -62%
OPPS
3417
Obsidian Personal Planning Solutions
Maryland
$523K +$6.45K +33 +1%
PCMM
3418
Piedmont Capital Management (Montana)
Montana
$521K – – –
HA
3419
HC Advisors
Georgia
$521K -$92.7K -474 -16%
IIA
3420
ICW Investment Advisors
Arizona
$520K +$196 +1 +0%
MWM
3421
Melfa Wealth Management
Massachusetts
$520K +$20.1K +103 +4%
AWP
3422
Abacus Wealth Partners
California
$520K -$61.4K -314 -11%
CWA
3423
CM Wealth Advisors
Ohio
$519K -$1.03M -5,281 -67%
SDH
3424
Sloy Dahl & Holst
Washington
$519K – – –
WFAG
3425
Wescott Financial Advisory Group
Pennsylvania
$517K +$18.4K +94 +4%
135 136
137
138 139