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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2051
Continuum Advisory
Idaho
$1.91M +$4.2M +26,815 +238%
CI
2052
CX Institutional
Indiana
$1.91M -$61.5K -392 -3%
SN
2053
Sittner & Nelson
Oregon
$1.9M -$126K -804 -6%
WA
2054
Waverly Advisors
Alabama
$1.9M +$89.7K +572 +5%
CSM
2055
CAMG Solamere Management
North Carolina
$1.9M +$125K +796 +7%
LM
2056
Lincluden Management
Ontario, Canada
$1.9M -$56.4K -360 -3%
TC
2057
Trust Company
Kansas
$1.89M – – –
MWM
2058
Modera Wealth Management
New Jersey
$1.89M +$70.4K +449 +4%
MFG
2059
Monte Financial Group
Connecticut
$1.88M – – –
TFO
2060
Tarbox Family Office
California
$1.88M -$88.3K -563 -5%
CCA
2061
Childress Capital Advisors
Texas
$1.88M +$398K +2,539 +28%
SJIM
2062
St. Johns Investment Management
Florida
$1.87M -$3.29K -21 -0.2%
DBG
2063
De Burlo Group
Massachusetts
$1.87M -$10.2M -64,800 -85%
BSAM
2064
Blue Square Asset Management
New York
$1.86M +$21.5K +137 +1%
PWM
2065
Peterson Wealth Management
Nevada
$1.85M +$5.49K +35 +0.3%
EFG
2066
Everhart Financial Group
Ohio
$1.85M +$166K +1,059 +10%
VWM
2067
Venturi Wealth Management
Texas
$1.84M -$338K -2,157 -16%
PFWA
2068
Paces Ferry Wealth Advisors
Georgia
$1.84M +$2.98K +19 +0.2%
TFA
2069
Trinity Financial Advisors
Ohio
$1.84M -$290K -1,848 -14%
ATFA
2070
All Terrain Financial Advisors
Minnesota
$1.84M +$38.9K +248 +2%
MAWCM
2071
Mine & Arao Wealth Creation & Management
California
$1.84M +$224K +1,431 +15%
IWA
2072
IBEX Wealth Advisors
New Jersey
$1.83M +$299K +1,908 +21%
CWMU
2073
Caliber Wealth Management (Utah)
Utah
$1.83M +$407K +2,597 +31%
CRI
2074
Colonial River Investments
Virginia
$1.83M +$740K +4,718 +76%
LA
2075
Latitude Advisors
Florida
$1.83M +$871K +5,557 +99%
81 82
83
84 85