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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1876
Oak Asset Management
California
$2.59M -$23.5K -150 -1%
GCP
1877
GSA Capital Partners
United Kingdom
$2.59M +$2.48M +15,807 New
IF
1878
Ironwood Financial
Arizona
$2.58M +$250K +1,593 +11%
KS
1879
Karpas Strategies
Connecticut
$2.58M +$5.64K +36 +0.2%
CBFP
1880
Cedar Brook Financial Partners
Ohio
$2.58M +$72.1K +460 +3%
PWA
1881
Providence Wealth Advisors
Illinois
$2.58M -$51.4K -328 -2%
TP
1882
Tranquility Partners
Tennessee
$2.57M +$391K +2,495 +19%
GPFA
1883
Game Plan Financial Advisors
Ohio
$2.57M – – –
DAM
1884
Delta Asset Management
Tennessee
$2.57M -$140K -893 -5%
TWA
1885
TCI Wealth Advisors
Arizona
$2.57M -$207K -1,323 -8%
STC
1886
Sarah T. Connolly
$2.56M -$32.6K -208 -1%
RIA
1887
Realta Investment Advisors
Delaware
$2.56M -$6.27K -40 -0.3%
BCFD
1888
Boit C.F. David
$2.56M – – –
PCM
1889
Prelude Capital Management
New York
$2.56M -$489K -3,122 -17%
KWA
1890
KCS Wealth Advisory
California
$2.56M -$67.4K -430 -3%
SFG
1891
Summit Financial Group
West Virginia
$2.55M +$512K +3,267 +27%
SG
1892
StoneX Group
New York
$2.55M -$137K -877 -5%
CIM
1893
Cambria Investment Management
California
$2.54M -$100K -640 -4%
FCCM
1894
First City Capital Management
Georgia
$2.54M +$13.5K +86 +0.6%
SWM
1895
Selective Wealth Management
Virginia
$2.53M -$1.24M -7,880 -34%
RTC
1896
Riverview Trust Company
Washington
$2.52M – – –
MPCG
1897
Matrix Private Capital Group
New York
$2.52M +$28.7K +183 +1%
PWMG
1898
Pinnacle Wealth Management Group
Michigan
$2.52M +$28.5K +182 +1%
SDWIA
1899
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.51M +$82K +523 +4%
WPW
1900
Warther Private Wealth
Ohio
$2.51M +$109K +698 +5%
74 75
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