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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACC
3626
Acorn Creek Capital
Colorado
$1.09M +$8.05K +26 +0.8%
TI
3627
Truepoint Inc
Ohio
$1.09M -$64.4K -208 -6%
CAGAS
3628
Capital Advisory Group Advisory Services
Minnesota
$1.09M -$830K -2,682 -44%
ACA
3629
American Capital Advisory
Idaho
$1.09M +$5.26K +17 +0.5%
CHA
3630
Cooper/Haims Advisors
New York
$1.09M +$24.8K +80 +2%
HPC
3631
Hobart Private Capital
North Carolina
$1.09M +$544K +1,758 +109%
CIAS
3632
CBIZ Investment Advisory Services
Ohio
$1.08M -$137K -444 -12%
OWA
3633
Opal Wealth Advisors
New York
$1.08M -$115K -372 -10%
SPW
3634
Signet Private Wealth
Illinois
$1.08M +$1.04M +3,362 New
LIA
3635
LifePlan Investment Advisors
North Carolina
$1.08M +$24.8K +80 +2%
BTC
3636
Bank & Trust Company
Illinois
$1.08M – – –
GWM
3637
Glass Wealth Management
Texas
$1.08M – – –
ACA
3638
Ackerman Capital Advisors
Texas
$1.08M -$7.12K -23 -0.7%
IP
3639
Isthmus Partners
Wisconsin
$1.08M – – –
FA
3640
Forefront Analytics
Pennsylvania
$1.08M +$4.95K +16 +0.5%
TFCP
3641
Twin Focus Capital Partners
Massachusetts
$1.08M -$296K -957 -22%
MAM
3642
Mullooly Asset Management
New Jersey
$1.08M +$3.71K +12 +0.4%
TWM
3643
TCFG Wealth Management
California
$1.08M +$13.3K +43 +1%
CFO
3644
Collective Family Office
Pennsylvania
$1.08M +$9.91K +32 +1%
FGWP
3645
Founders Grove Wealth Partners
Virginia
$1.08M +$106K +343 +11%
RW
3646
Rede Wealth
Virginia
$1.08M -$86.4K -279 -8%
BAM
3647
Burkett Asset Management
$1.07M +$1.03M +3,335 New
PFA
3648
Pathway Financial Advisors
Vermont
$1.07M -$33.7K -109 -3%
PCM
3649
Permanent Capital Management
Illinois
$1.07M -$119K -383 -10%
MWA
3650
Motive Wealth Advisors
Michigan
$1.07M -$24.8K -80 -2%
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146
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