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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
3701
Arnhold LLC
New York
$597K – – –
FSA
3702
Financial Security Advisor
Virginia
$596K -$85.5K -367 -13%
CWMGO
3703
Capstone Wealth Management Group (Oregon)
Oregon
$595K +$579K +2,484 New
NWMG
3704
Nicholson Wealth Management Group
South Carolina
$594K – – –
C1AG
3705
Client 1st Advisory Group
Florida
$593K +$44.3K +190 +8%
SBWIC
3706
Schaper Benz & Wise Investment Counsel
Wisconsin
$591K -$3.49K -15 -0.6%
KWAG
3707
Kiely Wealth Advisory Group
North Carolina
$590K – – –
CL
3708
COWA LLC
Oklahoma
$590K -$15.8K -68 -3%
CTC
3709
Corundum Trust Company
South Dakota
$589K -$12.8K -55 -2%
WAM
3710
Walker Asset Management
Missouri
$588K +$12.3K +53 +2%
CCA
3711
Covey Capital Advisors
Georgia
$587K – – –
MPAM
3712
Murphy Pohlad Asset Management
Minnesota
$585K – – –
CA
3713
Claris Advisors
Missouri
$585K +$326K +1,400 +135%
RWM
3714
Reston Wealth Management
Virginia
$583K -$324K -1,390 -36%
PSA
3715
Plum Street Advisors
Louisiana
$583K +$43.3K +186 +8%
PWM
3716
Palacios Wealth Management
Florida
$583K +$543K +2,332 New
TIA
3717
Tandem Investment Advisors
South Carolina
$583K -$21.7K -93 -4%
POIA
3718
Pin Oak Investment Advisors
Texas
$583K – – –
NAG
3719
Northstar Advisory Group
New Jersey
$582K +$2.1K +9 +0.4%
JCIA
3720
Jackson Creek Investment Advisors
Colorado
$582K +$233 +1 +0%
FPW
3721
Flywheel Private Wealth
California
$582K +$565K +2,427 New
SWM
3722
Selective Wealth Management
Virginia
$581K +$466 +2 +0.1%
RCM
3723
Rockbridge Capital Management
Virginia
$581K +$565K +2,424 New
JC
3724
Jacobs & Co
California
$581K – – –
WW
3725
Westshore Wealth
California
$580K -$10.9K -47 -2%
147 148
149
150 151