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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LP
4101
LGL Partners
Pennsylvania
$615K – – –
EMAM
4102
Encompass More Asset Management
California
$614K +$23.1K +76 +4%
GSCM
4103
Greenfield Seitz Capital Management
Texas
$612K – – –
Vanguard Capital Wealth Advisors
4104
Vanguard Capital Wealth Advisors
Colorado
$610K +$2.43K +8 +0.4%
WAN
4105
Wealth Advisors Northwest
Oregon
$609K +$1.82K +6 +0.3%
CIA
4106
Caerus Investment Advisors
Texas
$608K -$67.4K -222 -10%
SGI
4107
Swan Global Investments
Colorado
$607K +$62.5K +206 +11%
KWA
4108
Kondo Wealth Advisors
California
$607K +$214K +705 +52%
SWMG
4109
Signature Wealth Management Group
Georgia
$607K – – –
IDA
4110
Intelligence Driven Advisers
California
$607K -$22.5K -74 -3%
Stonehage Fleming Financial Services
4111
Stonehage Fleming Financial Services
Jersey
$607K – – –
HIF
4112
Hill Island Financial
Michigan
$606K -$42.2K -139 -6%
BC
4113
Broadwater Capital
Massachusetts
$606K – – –
JSA
4114
Jacobson & Schmitt Advisors
Wisconsin
$606K – – –
CL
4115
COWA LLC
Oklahoma
$606K -$64.6K -213 -9%
GCWM
4116
Graham Capital Wealth Management
District of Columbia
$606K – – –
BA
4117
Brightwater Advisory
Florida
$605K -$14.6K -48 -2%
SRWM
4118
Shira Ridge Wealth Management
California
$603K -$3.34K -11 -0.5%
RWC
4119
Rare Wolf Capital
Washington
$602K – – –
SWIM
4120
Smallwood Wealth Investment Management
New Jersey
$601K +$10.6K +35 +2%
IVP
4121
Intrinsic Value Partners
Arizona
$598K -$43.4K -143 -7%
WI
4122
Wedgewood Investors
Pennsylvania
$597K -$6.07K -20 -1%
LAM
4123
Lakewood Asset Management
Illinois
$596K -$10.3K -34 -2%
IFO
4124
Independent Family Office
New York
$596K -$53.1K -175 -8%
JE
4125
Jacobs Equity
Utah
$594K -$121K -400 -17%