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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FSG
2776
Financial Strategies Group
Michigan
$726K +$83.3K +507 +12%
GG
2777
GenWealth Group
New Jersey
$725K – – –
CCA
2778
Cottonwood Capital Advisors
Utah
$723K +$750K +4,568 New
BCP
2779
Berkeley Capital Partners
Georgia
$722K +$83.9K +511 +13%
HWA
2780
Heartwood Wealth Advisors
Virginia
$721K +$110K +672 +17%
KIG
2781
Kowal Investment Group
Wisconsin
$720K +$40.4K +246 +6%
MIM
2782
Merrion Investment Management
New Jersey
$719K – – –
FMI
2783
F/M Investments
District of Columbia
$714K – – –
EF
2784
Empowered Funds
Pennsylvania
$714K +$125K +762 +20%
SWM
2785
Sendero Wealth Management
Texas
$714K +$14.6M +88,966 New
LA
2786
Lifeworks Advisors
Michigan
$713K +$740K +4,506 New
HWA
2787
HHM Wealth Advisors
Tennessee
$711K +$5.25K +32 +0.7%
IFA
2788
Index Fund Advisors
California
$711K +$738K +4,491 New
DWM
2789
Darwin Wealth Management
Florida
$710K -$49.4K -301 -6%
RAM
2790
Riggs Asset Management
Pennsylvania
$710K – – –
GA
2791
Geller Advisors
New York
$710K +$10.5K +64 +1%
PWA
2792
Primoris Wealth Advisors
Florida
$710K +$738K +4,493 New
WC
2793
Westhampton Capital
North Carolina
$709K +$4.93K +30 +0.7%
FRM
2794
Fox Run Management
Connecticut
$705K +$731K +4,453 New
MJRIC
2795
Mogy Joel R Investment Counsel
California
$704K – – –
MFGP
2796
Marshall Financial Group (Pennsylvania)
Pennsylvania
$702K +$1.97K +12 +0.3%
LI
2797
LVZ Inc
Michigan
$702K +$14K +85 +2%
QPW
2798
Quantum Private Wealth
Florida
$701K +$728K +4,432 New
CCC
2799
Chelsea Counsel Company
California
$700K – – –
ACA
2800
Affinity Capital Advisors
California
$698K -$11.3K -69 -2%
110 111
112
113 114