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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
2776
HBW Advisory Services
California
$2.62M +$293K +945 +13%
ML
2777
McAdam LLC
Pennsylvania
$2.62M +$619K +1,994 +33%
OFA
2778
Orographic Financial Advisors
Colorado
$2.62M -$200K -645 -8%
AWS
2779
Aspen Wealth Strategies
Colorado
$2.62M -$13K -42 -0.5%
SWRP
2780
Summit Wealth & Retirement Planning
California
$2.62M -$31.1K -100 -1%
GCM
2781
GoodHaven Capital Management
New Jersey
$2.62M – – –
PP
2782
Patron Partners
Texas
$2.61M +$377K +1,215 +18%
AWM
2783
Accel Wealth Management
Iowa
$2.61M -$35.7K -115 -1%
JE
2784
JMAC Enterprises
Pennsylvania
$2.6M – – –
SLG
2785
Stanley-Laman Group
Pennsylvania
$2.6M +$26.7K +86 +1%
EW
2786
Element Wealth
Mississippi
$2.6M -$45.7K -147 -2%
ASBI
2787
American State Bank (Iowa)
Iowa
$2.6M +$53.7K +173 +2%
NFSG
2788
Newbridge Financial Services Group
Florida
$2.59M +$1.23M +3,966 +100%
KLWA
2789
Kelly Lawrence W & Associates
California
$2.59M -$62.1K -200 -2%
TT
2790
TI-Trust
Illinois
$2.58M – – –
NG
2791
Northstar Group
New York
$2.58M -$15.5K -50 -0.6%
FFA
2792
Florida Financial Advisors
Florida
$2.58M +$324K +1,043 +15%
TWM
2793
Tortuga Wealth Management
California
$2.58M -$86.3K -278 -3%
JWWM
2794
Johnson & White Wealth Management
Pennsylvania
$2.57M -$23.6K -76 -1%
PWM
2795
Paulson Wealth Management
Illinois
$2.57M +$13K +42 +0.5%
AC
2796
Annandale Capital
Texas
$2.57M – – –
SNBOSD
2797
Security National Bank of So Dak
Iowa
$2.57M -$496K -1,597 -17%
APW
2798
Alliance Private Wealth
Massachusetts
$2.56M -$127K -410 -5%
BLFG
2799
Brian Low Financial Group
Louisiana
$2.56M +$337K +1,084 +16%
WLPWM
2800
Walled Lake Planning & Wealth Management
Illinois
$2.56M +$7.45K +24 +0.3%
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