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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2776
Florida Financial Advisors
Florida
$2.58M +$324K +1,043 +15%
TWM
2777
Tortuga Wealth Management
California
$2.58M -$86.3K -278 -3%
JWWM
2778
Johnson & White Wealth Management
Pennsylvania
$2.57M -$23.6K -76 -1%
PWM
2779
Paulson Wealth Management
Illinois
$2.57M +$13K +42 +0.5%
AC
2780
Annandale Capital
Texas
$2.57M – – –
APW
2781
Alliance Private Wealth
Massachusetts
$2.56M -$127K -410 -5%
BLFG
2782
Brian Low Financial Group
Louisiana
$2.56M +$337K +1,084 +16%
WLPWM
2783
Walled Lake Planning & Wealth Management
Illinois
$2.56M +$7.45K +24 +0.3%
RPWA
2784
Regent Peak Wealth Advisors
Georgia
$2.56M +$76.1K +245 +3%
MA
2785
MBA Advisors
Pennsylvania
$2.56M -$16.8K -54 -0.7%
TWPM
2786
Total Wealth Planning & Management
Florida
$2.56M +$88.2K +284 +4%
NWM
2787
Northwest Wealth Management
Iowa
$2.56M +$14K +45 +0.6%
SR
2788
Syntax Research
Florida
$2.56M +$16.8K +54 +0.7%
CPG
2789
Cornerstone Planning Group
New Jersey
$2.55M -$6.52K -21 -0.3%
CA
2790
COFG Advisors
Illinois
$2.55M +$779K +2,510 +47%
LPAM
2791
Lodestar Private Asset Management
California
$2.55M +$576K +1,854 +31%
SFG
2792
Sather Financial Group
Texas
$2.55M +$150K +482 +7%
MAM
2793
Mirabaud Asset Management
United Kingdom
$2.55M -$6.76M -21,759 -74%
SPWG
2794
Syntegra Private Wealth Group
Missouri
$2.54M +$92.2K +297 +4%
HP
2795
Holistic Planning
Texas
$2.54M +$49.4K +159 +2%
EAM
2796
Eukles Asset Management
Ohio
$2.54M +$44.1K +142 +2%
DG
2797
Dala Group
Illinois
$2.54M -$148K -478 -6%
PWM
2798
Palacios Wealth Management
Florida
$2.54M -$4.66K -15 -0.2%
WAL
2799
W Advisors LLC
Tennessee
$2.54M -$8.07K -26 -0.3%
EFM
2800
Eley Financial Management
Vermont
$2.53M -$73.9K -238 -3%
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