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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UM
2276
Ulysses Management
New York
$4.26M – – –
LCG
2277
Lynx Capital Group
Ohio
$4.25M -$110K -354 -3%
CA
2278
CGN Advisors
Kansas
$4.24M +$45.3K +146 +1%
HFP
2279
Holistic Financial Partners
Indiana
$4.22M -$639K -2,058 -14%
XWL
2280
XXI Wealth LLC
Illinois
$4.22M +$43.2K +139 +1%
SSA
2281
Sierra Summit Advisors
Nevada
$4.21M -$29.5K -95 -0.7%
DAS
2282
DMKC Advisory Services
Iowa
$4.2M -$19.3K -62 -0.5%
IWM
2283
Iams Wealth Management
Nebraska
$4.2M +$180K +579 +5%
LIA
2284
LS Investment Advisors
Michigan
$4.2M +$117K +378 +3%
WA
2285
Wealth Architects
California
$4.2M -$34.2K -110 -0.9%
AWA
2286
Acorn Wealth Advisors
Michigan
$4.19M +$47.2K +152 +1%
STAS
2287
Strong Tower Advisory Services
Minnesota
$4.19M +$123K +397 +3%
BFG
2288
Berger Financial Group
Minnesota
$4.18M +$12.1K +39 +0.3%
AP
2289
Advisors Preferred
Maryland
$4.18M – – –
XSC
2290
X-Square Capital
Puerto Rico
$4.17M +$146K +470 +4%
CPBTD
2291
Central Pacific Bank - Trust Division
Hawaii
$4.16M -$2.79K -9 -0.1%
ACM
2292
Allred Capital Management
Texas
$4.15M -$37.6K -121 -0.9%
CWM
2293
Cranbrook Wealth Management
Michigan
$4.15M – – –
BSAM
2294
Blue Square Asset Management
New York
$4.14M -$3.1K -10 -0.1%
LWP
2295
LFG Wealth Partners
Kentucky
$4.14M +$420K +1,354 +12%
MAWA
2296
Moss Adams Wealth Advisors
Washington
$4.14M +$117K +376 +3%
NHC
2297
Nicholas Hoffman & Company
Georgia
$4.12M -$29.8K -96 -0.8%
CCG
2298
Ceeto Capital Group
Florida
$4.12M +$1.86K +6 +0%
GWM
2299
GSB Wealth Management
Connecticut
$4.12M -$31.1K -100 -0.8%
LCM
2300
Lionhunter Capital Management
New York
$4.11M +$3.9M +12,558 New
90 91
92
93 94