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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2151
GoalVest Advisory
New York
$2.76M -$197K -1,009 -7%
CPSC
2152
Carl P. Sherr & Co
Massachusetts
$2.76M -$85K -435 -3%
TAM
2153
Titleist Asset Management
Texas
$2.76M -$331K -1,693 -11%
ACM
2154
Allred Capital Management
Texas
$2.75M +$138K +706 +5%
LI
2155
LRI Investments
Florida
$2.75M +$703K +3,595 +36%
BFO
2156
Biltmore Family Office
North Carolina
$2.75M +$397K +2,030 +18%
PCH
2157
PGIM Custom Harvest
New Jersey
$2.74M +$1.37M +7,000 +107%
OBWG
2158
Onyx Bridge Wealth Group
New York
$2.74M -$81.9K -419 -3%
LWA
2159
Lantern Wealth Advisors
New York
$2.73M -$117K -601 -4%
CG
2160
Corundum Group
Colorado
$2.73M +$623K +3,185 +31%
CIM
2161
CIM Investment Management
Pennsylvania
$2.72M -$17.8K -91 -0.7%
AT
2162
Arlington Trust
Alabama
$2.72M -$46.5K -238 -2%
BFA
2163
Brendel Financial Advisors
New Hampshire
$2.72M -$1.96K -10 -0.1%
WAAG
2164
Wealth Alliance Advisory Group
Kansas
$2.72M +$45.7K +234 +2%
SEEDPG
2165
S.E.E.D. Planning Group
New York
$2.71M -$99.1K -507 -4%
IIA
2166
Integral Investment Advisors
California
$2.71M +$274K +1,399 +11%
BCM
2167
Beck Capital Management
Texas
$2.71M +$54.9K +281 +2%
OIA
2168
Optimum Investment Advisors
Illinois
$2.7M -$139K -712 -5%
GKWIM
2169
Gerber Kawasaki Wealth & Investment Management
California
$2.69M +$49.3K +252 +2%
PBO
2170
Peoples Bank (Ohio)
Ohio
$2.69M +$347K +1,776 +15%
CA
2171
Corrado Advisors
New Jersey
$2.68M -$104K -532 -4%
CAIMH
2172
Central Asset Investments & Management Holdings
Hong Kong
$2.67M +$899K +4,600 +53%
LWP
2173
LMG Wealth Partners
Louisiana
$2.67M +$5.28K +27 +0.2%
VAG
2174
VisionPoint Advisory Group
Texas
$2.67M +$7.04K +36 +0.3%
YDMI
2175
Y.D. More Investments
Israel
$2.66M -$48.9K -250 -2%
85 86
87
88 89