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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
4201
Schiavi & Co
Delaware
$543K +$4.86K +16 +0.9%
CWA
4202
CogentBlue Wealth Advisors
Tennessee
$542K -$24.9K -82 -4%
GA
4203
Gordian Advisors
Arizona
$542K – – –
JWM
4204
Jupiter Wealth Management
Colorado
$542K – – –
TCM
4205
Thoma Capital Management
Maryland
$542K -$227K -747 -29%
AFA
4206
American Financial Advisors
Georgia
$540K +$2.73K +9 +0.5%
SFG
4207
Southern Financial Group
Alabama
$538K +$3.94K +13 +0.7%
WCM
4208
Warburton Capital Management
Oklahoma
$538K +$59.8K +197 +13%
BHPW
4209
Box Hill Private Wealth
Arizona
$538K +$2.43K +8 +0.4%
ICMM
4210
Integrated Capital Management (Michigan)
Michigan
$535K +$52.2K +172 +10%
CIC
4211
Chase Investment Counsel
Virginia
$535K +$259K +852 +88%
FGC
4212
First Growth Capital
Maryland
$535K – – –
MFA
4213
Morling Financial Advisors
California
$534K -$8.8K -29 -2%
EFG
4214
Elm3 Financial Group
Georgia
$533K +$2.73K +9 +0.5%
NNPTE
4215
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$533K -$4.94M -16,287 -90%
MFPI
4216
Midwest Financial Partners Investments
Minnesota
$532K – – –
WW
4217
Wright Wealth
Georgia
$530K -$12.1K -40 -2%
EA
4218
Echo45 Advisors
California
$529K -$21.5K -71 -4%
AWM
4219
Able Wealth Management
New Jersey
$529K +$44.3K +146 +9%
AWA
4220
Argos Wealth Advisors
California
$529K +$9.41K +31 +2%
CFS
4221
CGC Financial Services
Oregon
$528K -$81K -267 -13%
MWA
4222
Muirfield Wealth Advisors
North Carolina
$527K +$12.1K +40 +2%
HWMG
4223
Harbour Wealth Management Group
South Carolina
$527K -$1.84M -6,075 -77%
AFO
4224
Allie Family Office
Florida
$527K +$30.3K +100 +6%
CI
4225
Corient IA
Florida
$524K -$66.8K -220 -11%
167 168
169
170 171