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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2701
Lantz Financial
Illinois
$816K -$19.1K -116 -2%
PAG
2702
Powers Advisory Group
Illinois
$816K +$847K +5,156 New
RWM
2703
Reston Wealth Management
Virginia
$815K +$8.54K +52 +1%
HCP
2704
Hexagon Capital Partners
Arkansas
$815K +$14.1K +86 +2%
GPWA
2705
Great Point Wealth Advisors
Massachusetts
$814K – – –
CF
2706
Copperwynd Financial
Arizona
$814K +$4.93K +30 +0.6%
CAM
2707
Campion Asset Management
Virginia
$813K +$98.5K +600 +13%
AWMT
2708
AAFMAA Wealth Management & Trust
North Carolina
$812K +$13.3K +81 +2%
TFM
2709
TFC Financial Management
Massachusetts
$805K -$260K -1,582 -24%
SWA
2710
Sax Wealth Advisors
New Jersey
$805K +$23.6K +144 +3%
IWN
2711
Independent Wealth Network
Iowa
$805K +$55.3K +337 +7%
SAA
2712
Southeast Asset Advisors
Georgia
$802K +$34.3K +209 +4%
SEP
2713
Southland Equity Partners
Missouri
$801K +$18.9K +115 +2%
MAWAG
2714
Mid-American Wealth Advisory Group
Missouri
$800K +$829K +5,049 New
IIA
2715
Integral Investment Advisors
California
$800K +$830K +5,055 New
FP
2716
Financial Perspectives
Minnesota
$797K – – –
APW
2717
Austin Private Wealth
Texas
$796K -$75.4K -459 -8%
TA
2718
TCM Advisors
West Virginia
$795K +$821K +5,000 New
GAM
2719
Gould Asset Management
California
$794K +$241K +1,470 +41%
HWMG
2720
Hurlow Wealth Management Group
Indiana
$793K +$11.3K +69 +1%
CA
2721
Centerpoint Advisors
Massachusetts
$793K +$194K +1,183 +31%
GA
2722
Greenhaven Associates
New York
$792K – – –
ES
2723
Eagle Strategies
New York
$792K +$821K +4,998 New
AIA
2724
Alera Investment Advisors
Illinois
$791K -$86.4K -526 -10%
SAM
2725
Summit Asset Management
Tennessee
$791K +$99.4K +605 +14%
107 108
109
110 111