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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
2526
Lucia Wealth Services
California
$102K +$55.3K +537 +114%
APC
2527
Aspire Private Capital
North Carolina
$101K -$33.9K -329 -25%
KBFS
2528
Kohmann Bosshard Financial Services
Ohio
$101K -$17.5K -170 -15%
PWM
2529
PRW Wealth Management
Massachusetts
$101K -$8.65K -84 -8%
MAM
2530
Marquette Asset Management
Minnesota
$97K +$98.7K +958 New
APW
2531
Acima Private Wealth
Virginia
$95K +$56K +544 +139%
FEG
2532
Financial Enhancement Group
Indiana
$94K -$78.2K -759 -45%
LGWM
2533
Litman Gregory Wealth Management
California
$93K – – –
CFD
2534
Creative Financial Designs
Indiana
$91K +$82.5K +801 +801%
CA
2535
Centerpoint Advisors
Massachusetts
$88K – – –
ACM
2536
Aviance Capital Management
Florida
$83K +$78.1K +758 +1,223%
DOA
2537
D'Orazio & Associates
Virginia
$82K +$3.71K +36 +5%
ME
2538
McIlrath & Eck
Washington
$81K +$7.93K +77 +11%
OWA
2539
One Wealth Advisors
California
$80K +$81.4K +790 New
BEI
2540
Benjamin Edwards Inc
Missouri
$71K +$72.3K +702 New
GCM
2541
Grisanti Capital Management
New York
$69K – – –
CFN
2542
Cordasco Financial Network
Florida
$68K +$34.5K +335 +101%
SHIM
2543
Stone House Investment Management
Pennsylvania
$62K +$62.7K +609 New
OHS
2544
Odey Holdings (Switzerland)
Switzerland
$61K – – –
SCA
2545
Stuart Chaussee & Associates
California
$61K – – –
HS
2546
Horan Securities
United States
$61K +$206 +2 +0.3%
OAJ
2547
Ogorek Anthony Joseph
New York
$57K – – –
BHWM
2548
Bay Harbor Wealth Management
Maryland
$57K +$824 +8 +1%
AI
2549
ArchPoint Investors
Florida
$56K – – –
APSP
2550
Asset Planning Services (Pennsylvania)
Pennsylvania
$55K +$412 +4 +0.7%
100 101
102
103 104