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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2426
Horiko Capital Management
New York
$724K – – –
SICM
2427
Sustainable Insight Capital Management
New York
$724K +$637K +5,700 New
KIG
2428
Kowal Investment Group
Wisconsin
$722K +$575K +5,146 New
NFG
2429
Nadler Financial Group
Illinois
$719K -$40.4K -361 -6%
LAM
2430
LifePro Asset Management
California
$719K +$632K +5,658 New
LC
2431
Lindbrook Capital
California
$717K +$49.7K +445 +9%
AIM
2432
Arcadia Investment Management
Michigan
$716K -$112K -1,000 -15%
SPI
2433
Santori & Peters Inc
Pennsylvania
$716K +$3.8K +34 +0.6%
CIM
2434
Cambria Investment Management
California
$715K -$34K -304 -5%
SAM
2435
Seelaus Asset Management
New Jersey
$714K -$25.6K -229 -4%
FPWM
2436
FSB Premier Wealth Management
Iowa
$714K +$628K +5,621 New
RPG
2437
Resource Planning Group
Georgia
$710K -$41.2K -369 -6%
BHA
2438
Beech Hill Advisors
New York
$707K -$335K -3,000 -35%
LWP
2439
Legacy Wealth Planning
Nevada
$707K – – –
BWM
2440
Birchcreek Wealth Management
Ohio
$707K +$623K +5,571 New
BWM
2441
Baystate Wealth Management
Massachusetts
$706K +$38.8K +347 +7%
AFIA
2442
America First Investment Advisors
Nebraska
$705K – – –
BIA
2443
Bigelow Investment Advisors
Maine
$705K +$25.1K +225 +4%
TCB
2444
Texas Capital Bancshares
Texas
$704K -$276K -2,467 -31%
CCM
2445
Carlson Capital Management
Minnesota
$704K -$128K -1,145 -18%
CWP
2446
Curated Wealth Partners
California
$704K +$619K +5,540 New
KA
2447
Kozak & Associates
Colorado
$698K +$566K +5,061 New
AWG
2448
Altus Wealth Group
Colorado
$697K +$614K +5,491 New
CBT
2449
Central Bank & Trust
Kentucky
$696K -$25.1K -225 -4%
LCP
2450
Legacy Capital Partners
Wisconsin
$693K +$106K +950 +21%
96 97
98
99 100