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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
2101
All Terrain Financial Advisors
Minnesota
$1.42M +$241K +1,947 +18%
AFS
2102
Access Financial Services
Minnesota
$1.42M -$124K -1,001 -7%
DFA
2103
Delta Financial Advisors
Louisiana
$1.42M +$6.69K +54 +0.4%
KLWA
2104
Kelly Lawrence W & Associates
California
$1.42M +$31K +250 +2%
NHC
2105
Nicholas Hoffman & Company
Georgia
$1.42M +$42.9K +346 +3%
PIA
2106
Perennial Investment Advisors
California
$1.42M +$40.4K +326 +3%
KA
2107
KLCM Advisors
Wisconsin
$1.42M +$28K +226 +2%
FWP
2108
Falcon Wealth Planning
California
$1.41M +$1.86K +15 +0.1%
KMWM
2109
Keudell/Morrison Wealth Management
Oregon
$1.41M +$39.5K +319 +3%
VT
2110
Vise Technologies
New York
$1.41M +$436K +3,519 +39%
AI
2111
AXS Investments
New York
$1.4M +$409K +3,301 +36%
CAM
2112
Costello Asset Management
Pennsylvania
$1.4M -$7.56K -61 -0.5%
BWP
2113
BSW Wealth Partners
Colorado
$1.4M +$5.95K +48 +0.4%
TFA
2114
Trinity Financial Advisors
Ohio
$1.4M +$220K +1,777 +17%
PWPS
2115
Pinnacle Wealth Planning Services
Ohio
$1.4M -$4.82M -38,887 -76%
SPWM
2116
Schrum Private Wealth Management
Florida
$1.4M -$47.5K -383 -3%
WCBA
2117
Weaver C. Barksdale & Associates
Tennessee
$1.4M +$93.4K +754 +6%
EWM
2118
Elmwood Wealth Management
California
$1.4M +$216K +1,740 +16%
CRCM
2119
Crystal Rock Capital Management
Illinois
$1.4M – – –
5L
2120
55I LLC
Massachusetts
$1.4M -$1.9M -15,349 -55%
RCA
2121
Ranch Capital Advisors
Florida
$1.4M -$45.2K -365 -3%
PWMG
2122
Prestige Wealth Management Group
New Jersey
$1.39M +$149K +1,205 +11%
IWS
2123
Insight Wealth Strategies
California
$1.39M +$246K +1,988 +19%
MIP
2124
Marietta Investment Partners
Wisconsin
$1.39M -$1.39M -11,225 -48%
HAIM
2125
Hunter Associates Investment Management
Pennsylvania
$1.39M +$1.11M +8,976 +268%
83 84
85
86 87