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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2326
Lineweaver Wealth Advisors
Ohio
$659K +$606K +4,728 New
DIM
2327
Delta Investment Management
California
$659K +$607K +4,734 New
PFO
2328
Pathstone Family Office
New Jersey
$658K -$74.1K -578 -11%
HIIFS
2329
Harel Insurance Investments & Financial Services
Israel
$655K +$246K +1,917 +69%
GC
2330
Gilbert & Cook
Iowa
$654K +$18.6K +145 +3%
SFM
2331
Signet Financial Management
New Jersey
$652K +$10K +78 +2%
CCA
2332
Column Capital Advisors
Indiana
$652K +$600K +4,681 New
MFP
2333
Meridian Financial Partners
Virginia
$651K +$9.75K +76 +2%
HWM
2334
Howard Wealth Management
Connecticut
$651K +$599K +4,673 New
GIP
2335
Greatmark Investment Partners
Georgia
$648K +$29.5K +230 +5%
AC
2336
Aristides Capital
Kentucky
$644K +$593K +4,622 New
DFA
2337
Delta Financial Advisors
Louisiana
$641K – – –
PCTC
2338
Perkins Coie Trust Company
Washington
$641K – – –
EWP
2339
Engrave Wealth Partners
Texas
$640K +$589K +4,596 New
MWVC
2340
Morgens Waterfall Vintiadis & Co
New York
$638K – – –
OAM
2341
Oberweis Asset Management
Illinois
$635K -$9.75K -76 -2%
SPP
2342
Single Point Partners
Massachusetts
$632K +$581K +4,533 New
NFP
2343
Narus Financial Partners
Utah
$631K -$67.1K -523 -10%
AWS
2344
AJ Wealth Strategies
New York
$630K – – –
SIM
2345
Sterling Investment Management
Arizona
$629K – – –
TWP
2346
Tempus Wealth Planning
California
$629K +$578K +4,510 New
HCM
2347
Hutner Capital Management
Vermont
$623K -$13.5K -105 -2%
EA
2348
Elm Advisors
California
$623K – – –
FSC
2349
Full Sail Capital
Oklahoma
$617K +$64.4K +502 +13%
RSVP
2350
Ramsay Stattman Vela & Price
Colorado
$616K -$2.05K -16 -0.4%
92 93
94
95 96