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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1701
Jaffetilchin Investment Partners
Florida
$1.76M +$5.88K +52 +0.3%
9WM
1702
9258 Wealth Management
Ohio
$1.76M +$102K +902 +6%
PFGIA
1703
Patriot Financial Group Insurance Agency
Massachusetts
$1.75M +$106K +935 +7%
HFP
1704
Holistic Financial Partners
Indiana
$1.75M -$9.95K -88 -0.6%
IWC
1705
Integrated Wealth Concepts
Massachusetts
$1.75M +$2.49K +22 +0.1%
CAMG
1706
CWA Asset Management Group
Florida
$1.74M +$30.2K +267 +2%
PL
1707
Perpetual Ltd
Australia
$1.74M – – –
BI
1708
Bredin Investment
Delaware
$1.74M – – –
DC
1709
DeDora Capital
California
$1.74M +$205K +1,815 +14%
CWM
1710
Confluence Wealth Management
Oregon
$1.73M -$6.9K -61 -0.4%
FMT
1711
First Mercantile Trust
Tennessee
$1.73M +$1.81K +16 +0.1%
EHC
1712
Everett Harris & Co
California
$1.73M -$343K -3,029 -17%
LC
1713
LCNB Corp
Ohio
$1.73M +$187K +1,654 +13%
SG
1714
StoneX Group
New York
$1.73M +$260K +2,296 +18%
WAM
1715
Weatherly Asset Management
California
$1.73M -$53.4K -472 -3%
FANJ
1716
Financial Architects (New Jersey)
New Jersey
$1.72M -$6.51M -57,556 -80%
SAMC
1717
Spectrum Asset Management (California)
California
$1.7M +$22.1K +195 +1%
KF
1718
Krilogy Financial
Missouri
$1.7M +$3.62K +32 +0.2%
AFC
1719
AFT Forsyth & Company
Florida
$1.69M +$10.2K +90 +0.6%
RCM
1720
RB Capital Management
Nevada
$1.69M +$101K +889 +6%
NWP
1721
Northstar Wealth Partners
Connecticut
$1.68M +$34.4K +304 +2%
WWM
1722
Windsor Wealth Management
Indiana
$1.68M +$109K +965 +7%
MSU
1723
Mizuho Securities USA
New York
$1.68M +$1.62M +14,300 New
BPWA
1724
Beacon Pointe Wealth Advisors
California
$1.68M +$241K +2,135 +18%
ODG
1725
O'Dell Group
Ohio
$1.67M -$107K -945 -6%
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