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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
2401
Silicon Hills Wealth Management
Texas
$1.13M – – –
MS
2402
Maven Securities
Jersey
$1.13M -$2.03M -16,049 -66%
CWM
2403
Castle Wealth Management
Florida
$1.13M -$114K -901 -10%
ASBI
2404
American State Bank (Iowa)
Iowa
$1.12M +$89.8K +709 +9%
SAMT
2405
Select Asset Management & Trust
Pennsylvania
$1.12M -$15.7K -124 -1%
FCM
2406
Fourpath Capital Management
Oklahoma
$1.12M +$180K +1,422 +21%
GC
2407
GFG Capital
Florida
$1.12M -$1.44M -11,347 -58%
AAM
2408
AMI Asset Management
California
$1.12M +$345K +2,725 +49%
PA
2409
Prossimo Advisors
California
$1.12M +$1.05M +8,319 New
CWP
2410
Concord Wealth Partners
Virginia
$1.11M -$701K -5,531 -40%
LWM
2411
Lionsbridge Wealth Management
Florida
$1.11M +$11.3K +89 +1%
MSCM
2412
McElhenny Sheffield Capital Management
Texas
$1.11M – – –
KFSC
2413
Keystone Financial Services (Colorado)
Colorado
$1.11M +$5.58K +44 +0.6%
MPW
2414
Monterey Private Wealth
California
$1.1M +$565K +4,463 +118%
OIM
2415
Orca Investment Management
Oregon
$1.1M +$3.8K +30 +0.4%
LB
2416
Legacy Bridge
Iowa
$1.1M +$2.66K +21 +0.3%
IIA
2417
IPG Investment Advisors
California
$1.1M +$596K +4,700 +134%
PL
2418
Plancorp LLC
Missouri
$1.1M +$35.9K +283 +4%
HFAS
2419
Hummer Financial Advisory Services
Illinois
$1.1M – – –
MTC
2420
McDaniel Terry & Co
Texas
$1.1M – – –
CG
2421
Clarus Group
Texas
$1.1M -$19K -150 -2%
CAM
2422
CPA Asset Management
Florida
$1.1M +$1.04M +8,175 New
WAL
2423
W Advisors LLC
Tennessee
$1.1M -$18.9K -149 -2%
OPW
2424
Oxler Private Wealth
New York
$1.09M +$9K +71 +0.9%
BFG
2425
Bouchey Financial Group
New York
$1.09M – – –
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