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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
4651
Israel Discount Bank of New York
New York
$328K -$180K -580 -36%
BWM
4652
Brickley Wealth Management
California
$328K +$2.48K +8 +0.8%
NAMM
4653
NorthStar Asset Management (Massachusetts)
Massachusetts
$327K +$315K +1,016 New
LAMC
4654
Longview Asset Management (California)
California
$327K – – –
PWM
4655
PMG Wealth Management
Illinois
$326K +$27.2K +88 +10%
PIA
4656
Panoramic Investment Advisors
Colorado
$326K -$5.57K -18 -2%
HWM
4657
HRC Wealth Management
Idaho
$326K +$7.74K +25 +3%
SFG
4658
Strive Financial Group
Indiana
$326K +$313K +1,011 New
CCA
4659
Catalyst Capital Advisors
New York
$326K -$359K -1,161 -53%
FGG
4660
Financial Guidance Group
Florida
$326K – – –
TIA
4661
Tandem Investment Advisors
South Carolina
$325K -$49.2K -159 -14%
CFWMA
4662
Center for Wealth Management Advisory
Ohio
$325K +$312K +1,009 New
LAM
4663
Lifestyle Asset Management
Texas
$324K +$311K +1,004 New
GC
4664
Gruss & Co
Florida
$322K -$310K -1,000 -50%
CA
4665
Cumberland Advisors
Florida
$322K – – –
MCG
4666
McCollum Christoferson Group
New York
$322K – – –
MWM
4667
MOR Wealth Management
Pennsylvania
$322K +$310K +1,000 New
UA
4668
URS Advisory
Florida
$322K +$310K +1,000 New
CMP
4669
Coston McIsaac & Partners
Maine
$322K +$7.43K +24 +2%
NLA
4670
Northern Lights Advisors
Washington
$322K +$309K +999 New
MA
4671
McGrath & Associates
North Carolina
$321K – – –
FPN
4672
Financial Planning Navigators
Minnesota
$321K +$308K +996 New
GCM
4673
Gladius Capital Management
Illinois
$320K +$307K +993 New
DQRIM
4674
Dale Q Rice Investment Management
Washington
$320K – – –
FWSM
4675
First Wilshire Securities Management
California
$320K – – –
185 186
187
188 189