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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2076
Cacti Asset Management
Georgia
$1.82M – – –
AA
2077
Auxano Advisors
Washington
$1.82M +$32.1K +205 +2%
CGA
2078
Crescent Grove Advisors
Illinois
$1.81M -$42.2K -269 -2%
I
2079
INVST
Indiana
$1.81M +$17.4K +111 +1%
PWM
2080
Palumbo Wealth Management
New York
$1.81M -$489K -3,118 -22%
TGAM
2081
TBH Global Asset Management
Tennessee
$1.8M -$21.9K -140 -1%
TIA
2082
Traphagen Investment Advisors
New Jersey
$1.8M +$24.5K +156 +1%
JFA
2083
JNBA Financial Advisors
Minnesota
$1.79M +$3.14K +20 +0.2%
C
2084
Certuity
Florida
$1.79M +$134K +857 +8%
PCG
2085
Private Capital Group
Connecticut
$1.79M +$8.94K +57 +0.5%
TEC
2086
Tiger Eye Capital
Tennessee
$1.79M -$438K -2,792 -20%
RBFC
2087
Roman Butler Fullerton & Co
Missouri
$1.78M -$1.57K -10 -0.1%
CMO
2088
Covenant Multifamily Offices
Texas
$1.78M +$41.4K +264 +3%
FPCP
2089
Fort Point Capital Partners
California
$1.78M +$306K +1,950 +22%
LWA
2090
Lineweaver Wealth Advisors
Ohio
$1.78M +$121K +770 +8%
PPG
2091
Peak Planning Group
Colorado
$1.78M +$1.7M +10,855 New
BFO
2092
Biltmore Family Office
North Carolina
$1.77M +$159K +1,012 +10%
BCM
2093
Breiter Capital Management
Florida
$1.76M -$137K -872 -7%
CAL
2094
Capital Advisors Ltd
Ohio
$1.76M +$181K +1,154 +12%
KA
2095
Klingman & Associates
New York
$1.76M -$40.6K -259 -2%
SIM
2096
SSI Investment Management
California
$1.76M +$10.5K +67 +0.6%
ACM
2097
Allred Capital Management
Texas
$1.75M -$38.4K -245 -2%
PC
2098
Port Capital
Illinois
$1.75M -$78.4K -500 -4%
WCM
2099
WealthBridge Capital Management
Ohio
$1.75M +$9.56K +61 +0.6%
HA
2100
HC Advisors
Georgia
$1.75M -$6.74K -43 -0.4%
82 83
84
85 86