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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
4051
Genesee Capital Advisors
New York
$480K +$1.79K +7 +0.4%
GFL
4052
Granite FO LLC
New Hampshire
$479K -$149K -585 -26%
MGAM
4053
McGowan Group Asset Management
Texas
$478K +$510 +2 +0.1%
MGWA
4054
Monument Group Wealth Advisors
Massachusetts
$477K +$36.7K +144 +10%
TLA
4055
Tanglewood Legacy Advisors
Texas
$477K – – –
EMC
4056
Everest Management Corp
California
$475K +$44.7K +175 +12%
ELM
4057
Elite Life Management
Florida
$475K +$16.1K +63 +4%
AIFAIM
4058
American Institute for Advanced Investment Management
Arizona
$475K – – –
EFG
4059
Elm3 Financial Group
Georgia
$474K -$5.36K -21 -1%
KCM
4060
Kendall Capital Management
Maryland
$474K +$18.6K +73 +5%
HP
4061
Haven Private
Florida
$473K +$416K +1,631 New
RAM
4062
Riggs Asset Management
Pennsylvania
$472K -$7.4K -29 -2%
IDBONY
4063
Israel Discount Bank of New York
New York
$472K -$49.8K -195 -11%
SWIA
4064
Solano Wealth Investment Advisors
California
$471K +$255 +1 +0.1%
IWN
4065
Independent Wealth Network
Iowa
$471K +$15.6K +61 +4%
VFS
4066
Valpey Financial Services
New Hampshire
$470K +$414K +1,621 New
BDL
4067
Banque de Luxembourg
Luxembourg
$470K – – –
PBF
4068
Petix & Botte Financial
California
$468K – – –
AWC
4069
Adamsbrown Wealth Consultants
Kansas
$467K -$4.08K -16 -1%
TFP
4070
Triune Financial Partners
Kansas
$467K -$95.4K -374 -19%
RS
4071
Rakuten Securities
Japan
$467K -$174K -682 -30%
WQ
4072
Wealth Quarterback
New Jersey
$467K +$3.83K +15 +0.9%
FWM
4073
Foguth Wealth Management
Michigan
$466K -$52.8K -207 -11%
CFO
4074
Custos Family Office
Texas
$466K +$60.2K +236 +17%
MSWM
4075
Mowery & Schoenfeld Wealth Management
Illinois
$466K -$145K -567 -26%
161 162
163
164 165