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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
4651
Spectrum Investment Advisors
Wisconsin
$334K +$112K +361 +53%
4WM
4652
4J Wealth Management
Virginia
$334K – – –
HA
4653
HFG Advisors
Ohio
$333K – – –
SF
4654
SWP Financial
California
$332K +$7.12K +23 +2%
SA
4655
Skyline Advisors
Washington
$331K -$17.6K -57 -5%
AC
4656
Annandale Capital
Texas
$331K – – –
CCA
4657
Conservest Capital Advisors
Pennsylvania
$330K -$6.19K -20 -2%
DA
4658
Dash Acquisitions
California
$330K -$17K -55 -5%
EIA
4659
Eastover Investment Advisors
North Carolina
$329K +$13K +42 +4%
CCMIC
4660
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$329K -$61.6K -199 -21%
STFP
4661
Signal Tree Financial Partners
Ohio
$329K -$16.4K -53 -5%
IDBONY
4662
Israel Discount Bank of New York
New York
$328K -$180K -580 -36%
BWM
4663
Brickley Wealth Management
California
$328K +$2.48K +8 +0.8%
NAMM
4664
NorthStar Asset Management (Massachusetts)
Massachusetts
$327K +$315K +1,016 New
LAMC
4665
Longview Asset Management (California)
California
$327K – – –
PWM
4666
PMG Wealth Management
Illinois
$326K +$27.2K +88 +10%
PIA
4667
Panoramic Investment Advisors
Colorado
$326K -$5.57K -18 -2%
HWM
4668
HRC Wealth Management
Idaho
$326K +$7.74K +25 +3%
SFG
4669
Strive Financial Group
Indiana
$326K +$313K +1,011 New
CCA
4670
Catalyst Capital Advisors
New York
$326K -$359K -1,161 -53%
FGG
4671
Financial Guidance Group
Florida
$326K – – –
TIA
4672
Tandem Investment Advisors
South Carolina
$325K -$49.2K -159 -14%
CFWMA
4673
Center for Wealth Management Advisory
Ohio
$325K +$312K +1,009 New
LAM
4674
Lifestyle Asset Management
Texas
$324K +$311K +1,004 New
GC
4675
Gruss & Co
Florida
$322K -$310K -1,000 -50%
185 186
187
188 189