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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
2076
Thomas White International
Illinois
$1.41M – – –
KMWM
2077
Keudell/Morrison Wealth Management
Oregon
$1.4M +$108K +941 +8%
VWM
2078
Venturi Wealth Management
Texas
$1.4M +$136K +1,184 +10%
SFG
2079
Steward Financial Group
Texas
$1.4M +$2.98K +26 +0.2%
IIL
2080
Insight Inv LLC
California
$1.4M – – –
IWS
2081
Insight Wealth Strategies
California
$1.39M – – –
OFA
2082
Oak Family Advisors
Illinois
$1.39M +$931K +8,114 +155%
MSFS
2083
Main Street Financial Solutions
Pennsylvania
$1.39M +$67.5K +588 +5%
PWMG
2084
Prestige Wealth Management Group
New Jersey
$1.39M +$106K +921 +7%
WAM
2085
Weatherly Asset Management
California
$1.39M -$5.74K -50 -0.4%
HCM
2086
Highlander Capital Management
New Jersey
$1.39M – – –
TAM
2087
Todd Asset Management
Kentucky
$1.39M – – –
GCC
2088
Guardian Capital (Canada)
Ontario, Canada
$1.39M -$178K -1,550 -10%
MPCG
2089
Matrix Private Capital Group
New York
$1.38M -$276K -2,403 -15%
AFS
2090
Access Financial Services
Minnesota
$1.38M +$68.5K +597 +5%
KJWM
2091
Kiley Juergens Wealth Management
Washington
$1.38M +$116K +1,012 +8%
E
2092
Ergoteles
New York
$1.38M +$1.52M +13,208 New
BA
2093
Birinyi Associates
Connecticut
$1.38M -$57.4K -500 -4%
PCM
2094
Pointe Capital Management
Michigan
$1.38M – – –
DFA
2095
Delta Financial Advisors
Louisiana
$1.38M +$64K +558 +4%
JGCM
2096
Joseph Group Capital Management
Ohio
$1.38M +$382K +3,333 +34%
LWMM
2097
Legacy Wealth Management (Mississippi)
Mississippi
$1.37M +$23K +200 +2%
SFM
2098
Soros Fund Management
New York
$1.37M – – –
CS
2099
Capital Square
Tennessee
$1.37M +$286K +2,492 +23%
WCA
2100
Waratah Capital Advisors
Ontario, Canada
$1.37M +$982K +8,554 +189%
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84
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