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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2301
CreativeOne Wealth
Kansas
$560K +$79.2K +807 +16%
SIM
2302
Sadoff Investment Management
Wisconsin
$559K -$47.6K -485 -8%
HHGA
2303
Halbert Hargrove Global Advisors
California
$558K +$7.27K +74 +1%
WAAG
2304
Wealth Alliance Advisory Group
Kansas
$557K +$57.4K +585 +11%
BAM
2305
Bellevue Asset Management
Washington
$557K +$199K +2,027 +54%
ACA
2306
Affinity Capital Advisors
California
$554K -$139K -1,413 -20%
SFS
2307
Summit Financial Strategies
Ohio
$551K -$10.8K -110 -2%
AWM
2308
Apollon Wealth Management
South Carolina
$550K -$23.4K -238 -4%
MWPCG
2309
Measured Wealth Private Client Group
New Hampshire
$550K +$117K +1,188 +26%
HCM
2310
Horiko Capital Management
New York
$549K – – –
CBT
2311
Central Bank & Trust
Kentucky
$549K +$687 +7 +0.1%
CWAF
2312
Core Wealth Advisors (Florida)
Florida
$545K +$8.74K +89 +2%
GTAM
2313
Global Trust Asset Management
Florida
$544K +$65.9K +671 +14%
FIA
2314
Foundations Investment Advisors
Arizona
$544K +$226K +2,299 +71%
VCM
2315
Violich Capital Management
California
$541K -$33.3K -339 -6%
SM
2316
Sciencast Management
New Jersey
$539K -$568K -5,788 -52%
ER
2317
Enlightenment Research
Florida
$539K +$550K +5,600 New
LC
2318
Lavaca Capital
Texas
$537K -$35.4K -360 -6%
LWP
2319
Legacy Wealth Planning
Nevada
$536K +$33.4K +340 +7%
RICHC
2320
Renaissance Investment Consultants Holding Company
Pennsylvania
$535K +$5.7K +58 +1%
AFIA
2321
America First Investment Advisors
Nebraska
$534K – – –
RGIA
2322
Rainier Group Investment Advisory
Washington
$534K +$106K +1,075 +24%
CWC
2323
Carolinas Wealth Consulting
North Carolina
$530K +$209K +2,130 +63%
CI
2324
Clal Insurance
Israel
$529K -$30.8M -314,000 -98%
DL
2325
DOHJ LLC
Washington
$529K -$448K -4,559 -47%
91 92
93
94 95