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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
3651
Silver Coast Investments
United States
$638K -$28.2K -121 -4%
PCP
3652
Panoramic Capital Partners
Oregon
$635K +$617K +2,647 New
HCWM
3653
Hidden Cove Wealth Management
Washington
$634K +$616K +2,646 New
LIA
3654
Lynx Investment Advisory
District of Columbia
$634K +$30.3K +130 +5%
BC
3655
BIT Capital
Germany
$633K -$711K -3,051 -54%
ETS
3656
ESL Trust Services
New York
$633K +$337K +1,448 +121%
SC
3657
Schoolcraft Capital
Colorado
$632K – – –
CWM
3658
Cahaba Wealth Management
Georgia
$631K +$466 +2 +0.1%
SA
3659
Strategic Advocates
Utah
$630K +$40.3K +173 +7%
TFO
3660
Tarbox Family Office
California
$629K – – –
SDH
3661
Sloy Dahl & Holst
Washington
$628K +$4.66K +20 +0.8%
HCP
3662
Holt Capital Partners
Texas
$626K – – –
FF
3663
Francis Financial
$626K +$272K +1,168 +46%
MWM
3664
MBE Wealth Management
Wisconsin
$626K +$31K +133 +5%
HGWM
3665
Horst & Graben Wealth Management
Oregon
$625K -$27.5K -118 -4%
FI
3666
Financial Insights
Washington
$624K -$894K -3,837 -60%
CWA
3667
Centerline Wealth Advisors
Kentucky
$624K +$609K +2,613 New
CF
3668
Cyr Financial
Illinois
$623K +$606K +2,601 New
WPW
3669
Warther Private Wealth
Ohio
$623K -$329K -1,411 -35%
BBPWM
3670
Blue Bell Private Wealth Management
Pennsylvania
$622K +$8.85K +38 +1%
JTWM
3671
Jackson Thornton Wealth Management
Alabama
$622K +$166K +712 +38%
PCM
3672
Presidio Capital Management
California
$621K +$37.5K +161 +7%
RA
3673
Riversedge Advisors
Delaware
$620K +$42.6K +183 +8%
BI
3674
Beckerman Institutional
New Jersey
$619K +$329K +1,412 +120%
PWM
3675
Puff Wealth Management
New Jersey
$619K +$601K +2,581 New
145 146
147
148 149