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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1751
Regatta Capital Group
California
$2.72M – – –
BCM
1752
Beck Capital Management
Texas
$2.71M +$2.85M +20,776 New
LFA
1753
Landmark Financial Advisors
Kentucky
$2.71M -$116K -845 -4%
FPB
1754
First PREMIER Bank
South Dakota
$2.7M +$2.06K +15 +0.1%
ORC
1755
O'Rourke & Company
Massachusetts
$2.69M +$21.2K +155 +0.8%
CB
1756
CNB Bank
Pennsylvania
$2.69M +$8.36K +61 +0.3%
WIM
1757
WealthPlan Investment Management
Nebraska
$2.69M -$3.93M -28,713 -58%
NAMP
1758
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.68M -$53.4K -390 -2%
MA
1759
MCF Advisors
Kentucky
$2.68M -$90.6K -661 -3%
BEI
1760
Benjamin Edwards Inc
Missouri
$2.68M +$345K +2,518 +14%
RIA
1761
Regal Investment Advisors
Michigan
$2.68M -$1.02M -7,478 -27%
AWS
1762
AJ Wealth Strategies
New York
$2.68M -$6.14M -44,809 -69%
PRWA
1763
Platte River Wealth Advisors
Colorado
$2.67M +$41.1K +300 +1%
PCG
1764
Prosperity Consulting Group
Maryland
$2.67M -$46.9K -342 -2%
RFA
1765
Resurgent Financial Advisors
Georgia
$2.67M -$337K -2,461 -11%
FWM
1766
Forza Wealth Management
Florida
$2.67M +$501K +3,656 +22%
CT
1767
Columbia Trust
Oregon
$2.66M -$283K -2,062 -9%
TCA
1768
Trifecta Capital Advisors
Illinois
$2.66M +$135K +982 +5%
PFGIA
1769
Patriot Financial Group Insurance Agency
Massachusetts
$2.66M +$566K +4,134 +25%
CCA
1770
Cobblestone Capital Advisors
New York
$2.65M -$182K -1,325 -6%
SAM
1771
Secure Asset Management
Michigan
$2.65M -$1.03M -7,524 -27%
JFG
1772
Jefferies Financial Group
New York
$2.65M -$18.3M -133,862 -87%
TPW
1773
Transatlantique Private Wealth
New York
$2.64M +$851K +6,209 +44%
VAG
1774
VisionPoint Advisory Group
Texas
$2.64M +$438K +3,195 +19%
TAM
1775
Titleist Asset Management
Texas
$2.64M +$2.77M +20,244 New
69 70
71
72 73