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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
3626
SMART Wealth
Nebraska
$877K -$1.6M -5,394 -66%
AFG
3627
Arkansas Financial Group
Arkansas
$876K -$29.7K -100 -3%
CFG
3628
Carter Financial Group
Illinois
$871K +$195K +655 +31%
HGWM
3629
Horst & Graben Wealth Management
Oregon
$870K +$8.03K +27 +1%
VC
3630
Veery Capital
Delaware
$870K +$297 +1 +0%
CIA
3631
Cape Investment Advisory
Georgia
$870K -$185K -621 -18%
AFP
3632
Alpha Financial Partners
Kentucky
$869K -$4.16K -14 -0.5%
CAS
3633
CTC Alternative Strategies
Illinois
$869K -$1.55M -5,198 -65%
DCBT
3634
Dakota Community Bank & Trust
North Dakota
$868K +$4.46K +15 +0.5%
SWG
3635
Summit Wealth Group
Vermont
$868K -$9.22K -31 -1%
FEG
3636
Financial Enhancement Group
Indiana
$866K +$163K +547 +24%
PCM
3637
Perritt Capital Management
Illinois
$865K -$2.97K -10 -0.4%
HCP
3638
Holt Capital Partners
Texas
$865K +$8.92K +30 +1%
IA
3639
Inspire Advisors
Idaho
$862K +$86.3K +290 +12%
CAM
3640
Claret Asset Management
Quebec, Canada
$861K -$34.2K -115 -4%
OAJ
3641
Ogorek Anthony Joseph
New York
$859K +$306K +1,030 +61%
IRC
3642
Investors Research Corp
Georgia
$859K – – –
SIM
3643
SSI Investment Management
California
$857K – – –
LIA
3644
Lynx Investment Advisory
District of Columbia
$854K -$595 -2 -0.1%
WLG
3645
Williamson Legacy Group
Indiana
$853K +$804K +2,703 New
AI
3646
AXS Investments
New York
$852K +$57.4K +193 +8%
IG
3647
IFS Group
Pennsylvania
$851K +$815K +2,739 New
RCA
3648
Riverview Capital Advisers
Massachusetts
$850K +$5.95K +20 +0.7%
FSA
3649
Financial Security Advisor
Virginia
$848K +$5.06K +17 +0.6%
LAMNM
3650
Longview Asset Management (New Mexico)
New Mexico
$848K -$19.9K -67 -2%
144 145
146
147 148