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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2751
Lantz Financial
Illinois
$2.64M -$4.66K -15 -0.2%
WSA
2752
Warm Springs Advisors
California
$2.64M – – –
TSMHT
2753
Thurston Springer Miller Herd & Titak
Indiana
$2.64M +$581K +1,872 +30%
RI
2754
Ruggiero Investments
Florida
$2.64M -$1.09M -3,523 -30%
CAG
2755
Centerpoint Advisory Group
Kansas
$2.63M -$167K -538 -6%
RBWA
2756
RFG - Bristol Wealth Advisors
Massachusetts
$2.63M -$86.6K -279 -3%
GWSA
2757
Global Wealth Strategies & Associates
Colorado
$2.63M +$1.99M +6,400 +393%
OCM
2758
Orion Capital Management
California
$2.63M – – –
CM
2759
Cercano Management
Washington
$2.63M -$6.32M -20,363 -72%
HAS
2760
HBW Advisory Services
California
$2.62M +$293K +945 +13%
ML
2761
McAdam LLC
Pennsylvania
$2.62M +$619K +1,994 +33%
OFA
2762
Orographic Financial Advisors
Colorado
$2.62M -$200K -645 -8%
AWS
2763
Aspen Wealth Strategies
Colorado
$2.62M -$13K -42 -0.5%
SWRP
2764
Summit Wealth & Retirement Planning
California
$2.62M -$31.1K -100 -1%
GCM
2765
GoodHaven Capital Management
New Jersey
$2.62M – – –
PP
2766
Patron Partners
Texas
$2.61M +$377K +1,215 +18%
AWM
2767
Accel Wealth Management
Iowa
$2.61M -$35.7K -115 -1%
JE
2768
JMAC Enterprises
Pennsylvania
$2.6M – – –
SLG
2769
Stanley-Laman Group
Pennsylvania
$2.6M +$26.7K +86 +1%
EW
2770
Element Wealth
Mississippi
$2.6M -$45.7K -147 -2%
ASBI
2771
American State Bank (Iowa)
Iowa
$2.6M +$53.7K +173 +2%
NFSG
2772
Newbridge Financial Services Group
Florida
$2.59M +$1.23M +3,966 +100%
KLWA
2773
Kelly Lawrence W & Associates
California
$2.59M -$62.1K -200 -2%
TT
2774
TI-Trust
Illinois
$2.58M – – –
NG
2775
Northstar Group
New York
$2.58M -$15.5K -50 -0.6%
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