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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
4551
Satovsky Asset Management
New York
$389K +$1.55K +5 +0.4%
LOIP
4552
Live Oak Investment Partners
Texas
$389K – – –
HWA
4553
Heritage Wealth Architects
Minnesota
$389K – – –
CCA
4554
Conservest Capital Advisors
Pennsylvania
$389K +$27.9K +90 +8%
GC
4555
Gibson Capital
Pennsylvania
$388K -$30.4K -98 -8%
RWFS
4556
Rayburn West Financial Services
Tennessee
$388K -$7.76K -25 -2%
W
4557
WealthCollab
Washington
$388K +$61.5K +198 +20%
BTIM
4558
BancFirst Trust & Investment Management
Oklahoma
$387K +$365K +1,175 New
EIA
4559
Eastover Investment Advisors
North Carolina
$387K +$39.1K +126 +12%
FCM
4560
Fogel Capital Management
Florida
$386K +$66.5K +214 +22%
CFA
4561
Camarda Financial Advisors
Florida
$386K -$326K -1,050 -47%
AFAS
4562
Acorn Financial Advisory Services
Virginia
$386K -$36.3K -117 -9%
KIC
4563
Keating Investment Counselors
Florida
$385K – – –
DF
4564
Daviman Financial
Indiana
$384K -$2.79K -9 -0.8%
PWM
4565
Parkshore Wealth Management
California
$384K – – –
DA
4566
Dash Acquisitions
California
$383K +$1.86K +6 +0.6%
AA
4567
Advisory Advocates
Michigan
$382K +$54.3K +175 +18%
FFG
4568
Fortress Financial Group
Minnesota
$382K -$176K -566 -33%
BWG
4569
Balanced Wealth Group
Ohio
$381K +$46.3K +149 +15%
AA
4570
Auctus Advisors
North Carolina
$381K – – –
BPW
4571
BLVD Private Wealth
Kentucky
$381K – – –
HC
4572
Hoese & Co
Minnesota
$381K +$78.6K +253 +28%
FPW
4573
Flagship Private Wealth
Massachusetts
$380K -$8.07K -26 -2%
OPWM
4574
Oregon Pacific Wealth Management
Oregon
$379K – – –
GSWA
4575
Good Steward Wealth Advisors
Tennessee
$379K -$6.83K -22 -2%
181 182
183
184 185