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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
2226
Biltmore Family Office
North Carolina
$1.61M -$168K -1,219 -10%
OCM
2227
Orion Capital Management
California
$1.61M -$825 -6 -0.1%
TIA
2228
Trust Investment Advisors
Indiana
$1.6M +$27.6K +201 +2%
GSC
2229
G&S Capital
Colorado
$1.6M -$270K -1,964 -15%
IC
2230
Inscription Capital
Texas
$1.6M -$47.7K -347 -3%
WA
2231
Wealth Architects
California
$1.59M +$4.54K +33 +0.3%
CAMV
2232
Concord Asset Management (Virginia)
Virginia
$1.59M +$322K +2,339 +27%
LFA
2233
LGT Financial Advisors
Texas
$1.59M +$664K +4,826 +79%
PCS
2234
Personal CFO Solutions
New Jersey
$1.59M +$199K +1,450 +15%
AF
2235
Aldebaran Financial
$1.59M -$219K -1,591 -13%
WCM
2236
WealthBridge Capital Management
Ohio
$1.58M -$637K -4,631 -30%
CBT
2237
CoreFirst Bank & Trust
Kansas
$1.58M -$93.3K -678 -6%
CW
2238
CIC Wealth
Maryland
$1.58M +$3.58K +26 +0.2%
WAAG
2239
Wealth Alliance Advisory Group
Kansas
$1.57M -$253K -1,843 -15%
WP
2240
Westmount Partners
California
$1.57M +$22.4K +163 +2%
WMP
2241
Wealth Management Partners
Arizona
$1.57M +$50.2K +365 +3%
HBWM
2242
Hollow Brook Wealth Management
New York
$1.57M +$31.6K +230 +2%
OC
2243
Oarsman Capital
Wisconsin
$1.57M -$335K -2,436 -18%
DBG
2244
De Burlo Group
Massachusetts
$1.57M +$62.7K +456 +4%
PCM
2245
Princeton Capital Management
New Jersey
$1.57M -$64.9K -472 -4%
ACL
2246
Applied Capital LLC
Florida
$1.56M +$4.26K +31 +0.3%
TC
2247
Trust Company
Kansas
$1.56M -$719K -5,230 -33%
OCM
2248
Orleans Capital Management
Louisiana
$1.56M +$53.6K +390 +4%
CASB
2249
Cape Ann Savings Bank
Massachusetts
$1.56M -$18.4K -134 -1%
SFS
2250
Summit Financial Strategies
Ohio
$1.56M +$27K +196 +2%
88 89
90
91 92