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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4401
Conservest Capital Advisors
Pennsylvania
$303K +$28.6K +112 +12%
SHIM
4402
Stone House Investment Management
Pennsylvania
$303K -$68.4K -268 -20%
AWM
4403
Act Wealth Management
Texas
$302K -$21.4K -84 -7%
LKIM
4404
Lawson Kroeker Investment Management
Nebraska
$302K – – –
LAMC
4405
Longview Asset Management (California)
California
$302K – – –
DA
4406
Dash Acquisitions
California
$301K – – –
SPAS
4407
Spectrum Planning & Advisory Services
California
$299K +$263K +1,030 New
PFA
4408
Petra Financial Advisors
Colorado
$298K -$2.81K -11 -1%
ARG
4409
Advisory Resource Group
Oklahoma
$297K -$17.1K -67 -6%
AW
4410
Avion Wealth
Texas
$297K -$72.2K -283 -22%
AC
4411
Annandale Capital
Texas
$297K – – –
TCM
4412
Tradewinds Capital Management
Washington
$297K -$13.5K -53 -5%
W
4413
WorthPointe
California
$295K -$107K -418 -29%
DKCM
4414
Davidson Kahn Capital Management
California
$295K – – –
CCAL
4415
City Center Advisors LLC
Michigan
$294K +$35.2K +138 +16%
MA
4416
MAS Advisors
Florida
$294K +$255 +1 +0.1%
FGG
4417
Financial Guidance Group
Florida
$293K – – –
SWM
4418
StoneCrest Wealth Management
Arizona
$293K +$2.81K +11 +1%
SMF
4419
Sterling Manor Financial
New York
$293K +$5.1K +20 +2%
KA
4420
Kure Advisory
Minnesota
$292K -$1.79K -7 -0.7%
SF
4421
SWP Financial
California
$292K – – –
GC
4422
Gruss & Co
Florida
$290K -$255K -1,000 -50%
CA
4423
Cumberland Advisors
Florida
$290K -$93.7K -367 -27%
BT
4424
Brandywine Trust
Delaware
$290K – – –
MAA
4425
Mraz Amerine & Associates
California
$290K -$25.5K -100 -9%
175 176
177
178 179