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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
2651
Legacy Wealth Planning
Nevada
$880K -$21.5K -131 -2%
SFP
2652
Sandbox Financial Partners
Maryland
$879K +$18.7K +114 +2%
SIM
2653
Sadoff Investment Management
Wisconsin
$879K +$53K +323 +6%
WAC
2654
William Allan Corp
Colorado
$879K +$911K +5,548 New
CWM
2655
Centric Wealth Management
Illinois
$878K +$118K +717 +15%
RIG
2656
Ramiah Investment Group
Wisconsin
$878K +$910K +5,544 New
FVWA
2657
Foster Victor Wealth Advisors
South Carolina
$876K +$28.9K +176 +4%
FMN
2658
Financial Management Network
California
$874K +$821 +5 +0.1%
LCP
2659
Legacy Capital Partners
Wisconsin
$874K +$9.85K +60 +1%
HIG
2660
Heritage Investment Group
Florida
$874K +$907K +5,520 New
PAWC
2661
P.A.W. Capital
Connecticut
$871K – – –
5SA
2662
5th Street Advisors
Connecticut
$871K +$903K +5,500 New
PCM
2663
Perritt Capital Management
Illinois
$870K – – –
RW
2664
Rede Wealth
Virginia
$870K +$1.31K +8 +0.1%
BI
2665
Bramshill Investments
Florida
$868K +$901K +5,484 New
TCOO
2666
Trust Company of Oklahoma
Oklahoma
$866K +$140K +850 +18%
SPP
2667
Single Point Partners
Massachusetts
$863K -$164K -1,001 -16%
FC
2668
Financial Consulate
Maryland
$861K -$8.21K -50 -0.9%
WDA
2669
Wendell David Associates
New Hampshire
$857K +$3.94K +24 +0.4%
GWS
2670
Glassman Wealth Services
Virginia
$856K +$68.6K +418 +8%
BWA
2671
Burt Wealth Advisors
Maryland
$855K – – –
CAM
2672
Concorde Asset Management
Michigan
$854K -$7.39K -45 -0.9%
HAIM
2673
Hunter Associates Investment Management
Pennsylvania
$852K – – –
VWMG
2674
Virginia Wealth Management Group
Virginia
$851K +$882K +5,373 New
FA
2675
Faithward Advisors
Pennsylvania
$850K +$16.4K +100 +2%
105 106
107
108 109