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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2351
Purus Wealth Management
California
$1.11M +$294K +1,869 +35%
SCP
2352
Syntal Capital Partners
Texas
$1.11M -$72.2K -460 -6%
CFO
2353
Collective Family Office
Pennsylvania
$1.11M +$314 +2 +0%
WMP
2354
Wealth Management Partners
Arizona
$1.11M +$20.3K +129 +2%
FCFC
2355
First Citizens Financial Corp
Iowa
$1.1M -$1.57K -10 -0.1%
CCWA
2356
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M +$1.11M +7,095 New
TCM
2357
Tributary Capital Management
Nebraska
$1.1M -$24.5K -156 -2%
TWM
2358
Tradition Wealth Management
Minnesota
$1.1M -$18.5K -118 -2%
NCM
2359
Northside Capital Management
Oregon
$1.09M -$208K -1,325 -16%
HHGA
2360
Halbert Hargrove Global Advisors
California
$1.09M +$111K +705 +11%
WAAG
2361
Wealth Alliance Advisory Group
Kansas
$1.09M +$24.2K +154 +2%
BA
2362
Ballew Advisors
Mississippi
$1.09M +$1.1M +6,997 New
RCG
2363
Rock Creek Group
District of Columbia
$1.09M +$157K +1,001 +17%
AF
2364
Affiance Financial
Minnesota
$1.09M +$1.89K +12 +0.2%
SPP
2365
Single Point Partners
Massachusetts
$1.08M -$88.3K -562 -7%
PCS
2366
Personal CFO Solutions
New Jersey
$1.08M -$39.4K -251 -3%
GIM
2367
Greylin Investment Management
Virginia
$1.08M -$15.7K -100 -1%
GC
2368
Gilbert & Cook
Iowa
$1.08M +$38.3K +244 +4%
IRC
2369
Investors Research Corp
Georgia
$1.08M – – –
MFP
2370
Meridian Financial Partners
Virginia
$1.08M +$42.2K +269 +4%
MS
2371
Maven Securities
Jersey
$1.08M +$638K +4,060 +142%
IWS
2372
Insight Wealth Strategies
California
$1.07M -$607K -3,862 -36%
OBWG
2373
Onyx Bridge Wealth Group
New York
$1.07M +$279K +1,776 +34%
PIC
2374
Portland Investment Counsel
Ontario, Canada
$1.07M – – –
GCM
2375
Galibier Capital Management
Ontario, Canada
$1.06M – – –
93 94
95
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