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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
2301
Exchange Bank
California
$3.69M +$206K +693 +6%
LF
2302
Lee Financial
Texas
$3.68M +$233K +784 +7%
SGC
2303
Slocum, Gordon & Co
Rhode Island
$3.68M +$90.7K +305 +3%
CWP
2304
Core Wealth Partners
California
$3.68M +$432K +1,451 +14%
AF
2305
Aldebaran Financial
$3.67M +$39K +131 +1%
CFS
2306
CRA Financial Services
New Jersey
$3.67M +$96.4K +324 +3%
TWP
2307
Tempus Wealth Planning
California
$3.67M -$137K -461 -4%
CCG
2308
Ceeto Capital Group
Florida
$3.67M -$1.19M -3,994 -26%
DA
2309
Drake & Associates
Wisconsin
$3.66M -$865K -2,908 -20%
SAM
2310
Summit Asset Management
Tennessee
$3.66M – – –
HFM
2311
Hartford Funds Management
Pennsylvania
$3.65M -$1.59M -5,338 -32%
PH
2312
Pinnacle Holdings
Oklahoma
$3.65M -$14.3K -48 -0.4%
LC
2313
LCNB Corp
Ohio
$3.64M -$195K -655 -5%
CFO
2314
CVA Family Office
Colorado
$3.64M +$20.2K +68 +0.6%
AA
2315
Auxano Advisors
Washington
$3.64M +$5.35K +18 +0.2%
PWM
2316
Palumbo Wealth Management
New York
$3.63M +$120K +404 +3%
CAWM
2317
Capital Advisors Wealth Management
Washington
$3.63M -$84.5K -284 -2%
MSS
2318
Mitchell Sinkler & Starr
Pennsylvania
$3.63M -$44.6K -150 -1%
AGAM
2319
Audent Global Asset Management
California
$3.63M +$101K +338 +3%
HCCM
2320
Hudson Canyon Capital Management
New York
$3.63M -$227K -762 -6%
CCWM
2321
Correct Capital Wealth Management
Missouri
$3.62M -$83.9K -282 -2%
AC
2322
Aldebaran Capital
Indiana
$3.62M -$126K -425 -4%
FA
2323
Financial Advisors
Massachusetts
$3.62M -$199K -670 -6%
MCM
2324
Mainstay Capital Management
Michigan
$3.61M -$3.41M -11,470 -50%
CA
2325
Calton & Associates
Florida
$3.6M +$88.3K +297 +3%
91 92
93
94 95