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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
2101
Niles Investment Management
Florida
$4.6M +$4.75M +15,646 New
CWA
2102
Consilium Wealth Advisory
Texas
$4.59M +$1.01M +3,344 +27%
AFA
2103
Antonelli Financial Advisors
Michigan
$4.59M -$268K -884 -5%
IF
2104
Ironwood Financial
Arizona
$4.59M +$3.64K +12 +0.1%
FFS
2105
Flavin Financial Services
Florida
$4.58M +$247K +814 +6%
DA
2106
Dillon & Associates
Michigan
$4.58M -$24.6K -81 -0.5%
TCPG
2107
Trivant Custom Portfolio Group
California
$4.58M -$31.3K -103 -0.7%
LCM
2108
Legato Capital Management
California
$4.58M -$236K -779 -5%
AW
2109
Alteri Wealth
California
$4.57M +$118K +388 +3%
SWMG
2110
Stillwater Wealth Management Group
Florida
$4.57M +$135K +446 +3%
TPW
2111
Turn8 Private Wealth
$4.57M +$704K +2,321 +18%
CV
2112
Counterweight Ventures
North Carolina
$4.57M +$70.7K +233 +2%
OF
2113
Outfitter Financial
Maine
$4.57M -$27.3K -90 -0.6%
ATWA
2114
Arbor Trust Wealth Advisors
Michigan
$4.56M -$179K -590 -4%
KA
2115
KLCM Advisors
Wisconsin
$4.56M +$235K +774 +5%
FWM
2116
Focused Wealth Management
New York
$4.56M +$1.38M +4,545 +42%
CFG
2117
Capital Financial Group
Colorado
$4.55M +$50.7K +167 +1%
VCP
2118
Verus Capital Partners
Arizona
$4.54M -$120K -395 -2%
CWIG
2119
Chung Wu Investment Group
Texas
$4.54M -$267K -880 -5%
OWA
2120
Octavia Wealth Advisors
Ohio
$4.54M +$87.7K +289 +2%
TPWM
2121
Twelve Points Wealth Management
Massachusetts
$4.54M +$185K +608 +4%
MWM
2122
MOKAN Wealth Management
Kansas
$4.54M +$1.33M +4,374 +40%
PF
2123
Prosperitas Financial
California
$4.53M +$143K +472 +3%
FIM
2124
FWL Investment Management
Texas
$4.52M +$364K +1,201 +8%
BHB
2125
Bank Hapoalim BM
Israel
$4.51M -$299K -986 -6%
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