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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
3626
Horst & Graben Wealth Management
Oregon
$870K +$8.03K +27 +1%
VC
3627
Veery Capital
Delaware
$870K +$297 +1 +0%
CIA
3628
Cape Investment Advisory
Georgia
$870K -$185K -621 -18%
AFP
3629
Alpha Financial Partners
Kentucky
$869K -$4.16K -14 -0.5%
CAS
3630
CTC Alternative Strategies
Illinois
$869K -$1.55M -5,198 -65%
DCBT
3631
Dakota Community Bank & Trust
North Dakota
$868K +$4.46K +15 +0.5%
SWG
3632
Summit Wealth Group
Vermont
$868K -$9.22K -31 -1%
FEG
3633
Financial Enhancement Group
Indiana
$866K +$163K +547 +24%
PCM
3634
Perritt Capital Management
Illinois
$865K -$2.97K -10 -0.4%
HCP
3635
Holt Capital Partners
Texas
$865K +$8.92K +30 +1%
IA
3636
Inspire Advisors
Idaho
$862K +$86.3K +290 +12%
CAM
3637
Claret Asset Management
Quebec, Canada
$861K -$34.2K -115 -4%
OAJ
3638
Ogorek Anthony Joseph
New York
$859K +$306K +1,030 +61%
IRC
3639
Investors Research Corp
Georgia
$859K – – –
SIM
3640
SSI Investment Management
California
$857K – – –
LIA
3641
Lynx Investment Advisory
District of Columbia
$854K -$595 -2 -0.1%
WLG
3642
Williamson Legacy Group
Indiana
$853K +$804K +2,703 New
AI
3643
AXS Investments
New York
$852K +$57.4K +193 +8%
IG
3644
IFS Group
Pennsylvania
$851K +$815K +2,739 New
RCA
3645
Riverview Capital Advisers
Massachusetts
$850K +$5.95K +20 +0.7%
FSA
3646
Financial Security Advisor
Virginia
$848K +$5.06K +17 +0.6%
LAMNM
3647
Longview Asset Management (New Mexico)
New Mexico
$848K -$19.9K -67 -2%
MAM
3648
Morse Asset Management
Connecticut
$848K +$9.22K +31 +1%
WFPG
3649
Waller Financial Planning Group
Ohio
$846K -$87.1K -293 -10%
OFO
3650
OneAscent Family Office
Alabama
$846K -$28.3K -95 -3%
144 145
146
147 148