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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
1601
Investors Asset Management of Georgia
Georgia
$6.65M -$89.2K -350 -1%
DAS
1602
Diversify Advisory Services
Utah
$6.65M +$231K +907 +3%
SFS
1603
Strategic Financial Services
New York
$6.64M -$333K -1,308 -5%
MA
1604
Modus Advisors
Minnesota
$6.63M +$97.9K +384 +1%
BOPW
1605
Brandywine Oak Private Wealth
Pennsylvania
$6.63M -$141K -552 -2%
AF
1606
Advisornet Financial
Minnesota
$6.61M -$482K -1,892 -7%
MCCA
1607
Mill Creek Capital Advisors
Pennsylvania
$6.6M +$56.6K +222 +0.8%
AF
1608
Arrow Financial
New York
$6.6M -$3.25M -12,741 -32%
IIC
1609
Ironwood Investment Counsel
Arizona
$6.6M +$109K +429 +2%
ACS
1610
Archford Capital Strategies
Illinois
$6.59M +$1.78M +6,968 +35%
JSW
1611
Journey Strategic Wealth
New Jersey
$6.59M +$1.55M +6,089 +29%
MWM
1612
Mattern Wealth Management
Kansas
$6.59M +$94.3K +370 +1%
ST
1613
Smithfield Trust
Pennsylvania
$6.59M -$168K -660 -2%
RCM
1614
RB Capital Management
Nevada
$6.59M +$164K +644 +2%
SGCA
1615
Steel Grove Capital Advisors
Tennessee
$6.57M -$10.2K -40 -0.1%
FPB
1616
First PREMIER Bank
South Dakota
$6.57M -$228K -893 -3%
GM
1617
GeoWealth Management
Illinois
$6.57M -$1.62M -6,336 -19%
LA
1618
LVW Advisors
New York
$6.56M -$141K -554 -2%
MW
1619
Marcum Wealth
Ohio
$6.56M -$2.15M -8,424 -24%
NRC
1620
New Republic Capital
North Carolina
$6.56M +$1.79M +7,010 +36%
CIG
1621
Consolidated Investment Group
Colorado
$6.55M -$252K -990 -4%
LA
1622
Legacy Advisors
Pennsylvania
$6.55M +$15.8K +62 +0.2%
ACM
1623
Alta Capital Management
Utah
$6.54M -$28.6K -112 -0.4%
MCM
1624
McRae Capital Management
New Jersey
$6.54M -$4.4M -17,241 -39%
CST
1625
Charles Schwab Trust
Nevada
$6.54M -$728K -2,854 -10%
63 64
65
66 67