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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
2151
LRI Investments
Florida
$4.87M +$287K +924 +3%
BHB
2152
Bank Hapoalim BM
Israel
$4.86M -$153K -493 -3%
CS
2153
Crescent Sterling
Louisiana
$4.86M -$37.9K -122 -0.8%
JFG
2154
Juno Financial Group
Virginia
$4.86M -$3.1K -10 -0.1%
AWA
2155
Acumen Wealth Advisors
Tennessee
$4.85M +$2.38M +7,648 +107%
VCAM
2156
Van Cleef Asset Management
Ohio
$4.85M -$1.24K -4 -0%
GP
2157
Greenline Partners
New York
$4.85M – – –
HCM
2158
Hicks Capital Management
Ohio
$4.85M +$50K +161 +1%
TC
2159
TFR Capital
Texas
$4.84M +$568K +1,830 +14%
AMG
2160
Advisors Management Group
Wisconsin
$4.84M -$44.7K -144 -1%
JSAM
2161
J. Safra Asset Management
New York
$4.83M +$82.3K +265 +2%
SWP
2162
Summit Wealth Partners
Florida
$4.83M +$6.52K +21 +0.1%
ACM
2163
Accent Capital Management
Ohio
$4.82M -$169K -543 -4%
OMIC
2164
Old Mission Investment Co
Michigan
$4.82M +$4.57M +14,728 New
SAM
2165
Sawgrass Asset Management
Florida
$4.82M -$308K -991 -6%
NL
2166
NVWM LLC
Pennsylvania
$4.81M -$50.6K -163 -1%
BCM
2167
Beck Capital Management
Texas
$4.81M +$162K +521 +4%
VFA
2168
Voya Financial Advisors
Connecticut
$4.8M -$781K -2,514 -15%
OBWG
2169
Onyx Bridge Wealth Group
New York
$4.8M +$15.8K +51 +0.3%
JWM
2170
JPL Wealth Management
Colorado
$4.79M -$9.32K -30 -0.2%
AF
2171
Apollon Financial
South Carolina
$4.78M +$57.5K +185 +1%
MSFS
2172
Main Street Financial Solutions
Pennsylvania
$4.78M +$517K +1,666 +13%
IF
2173
Integrity Financial
Wyoming
$4.78M -$667K -2,149 -13%
PCH
2174
PGIM Custom Harvest
New Jersey
$4.77M +$381K +1,227 +9%
SWM
2175
SeaCrest Wealth Management
New York
$4.77M -$1.9M -6,117 -30%
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