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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2751
Vigilare Wealth Management
Arizona
$660K -$690K -4,676 -49%
BRG
2752
Bay Rivers Group
Virginia
$658K +$28.9K +196 +4%
SPI
2753
Santori & Peters Inc
Pennsylvania
$656K -$56.2K -381 -7%
GC
2754
Garde Capital
Washington
$656K -$4.13K -28 -0.6%
TWM
2755
TriaGen Wealth Management
California
$654K – – –
DWM
2756
Darwin Wealth Management
Florida
$651K -$4.43K -30 -0.6%
NFG
2757
Norris Financial Group
South Carolina
$650K -$75.9K -514 -10%
WCM
2758
Wedge Capital Management
North Carolina
$648K +$19.8K +134 +3%
MCA
2759
Millennium Capital Advisors
Arkansas
$647K -$25.8K -175 -4%
GG
2760
GenWealth Group
New Jersey
$645K +$21.7K +147 +3%
SIM
2761
Sadoff Investment Management
Wisconsin
$644K -$123K -830 -15%
TSWM
2762
Tyler-Stone Wealth Management
Ohio
$643K +$97.9K +663 +16%
NFP
2763
Narus Financial Partners
Utah
$641K +$694K +4,702 New
SCM
2764
Southport Capital Management
Tennessee
$637K -$671K -4,546 -49%
DAM
2765
Diamant Asset Management
Connecticut
$635K – – –
STAS
2766
Strong Tower Advisory Services
Minnesota
$634K +$102K +692 +17%
AWM
2767
Angeles Wealth Management
California
$632K +$685K +4,639 New
NRI
2768
NFP Retirement Inc
California
$630K +$201K +1,362 +42%
CWP
2769
Curated Wealth Partners
California
$630K – – –
IAG
2770
Investment Advisory Group
Massachusetts
$629K +$298K +2,020 +78%
RHDIC
2771
R.H. Dinel Investment Counsel
California
$626K – – –
MPW
2772
Monterey Private Wealth
California
$626K +$59.2K +401 +10%
KC
2773
Kenfarb & Co
Kentucky
$626K +$430K +2,910 +173%
FMI
2774
F/M Investments
District of Columbia
$625K +$11.8K +80 +2%
HWA
2775
Heartwood Wealth Advisors
Virginia
$624K +$3.98K +27 +0.6%
109 110
111
112 113