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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
2776
Kelly Lawrence W & Associates
California
$2.38M – – –
SWRP
2777
Summit Wealth & Retirement Planning
California
$2.38M +$7.59K +25 +0.3%
WW
2778
Waterfront Wealth
Kansas
$2.38M -$555K -1,829 -18%
EW
2779
Element Wealth
Mississippi
$2.38M -$60.4K -199 -2%
TWM
2780
TriaGen Wealth Management
California
$2.38M -$65.2K -215 -3%
LF
2781
Lantz Financial
Illinois
$2.38M -$37.9K -125 -2%
AWM
2782
Accel Wealth Management
Iowa
$2.38M -$2.43K -8 -0.1%
WSA
2783
Warm Springs Advisors
California
$2.37M – – –
CFGW
2784
Chancellor Financial Group WB
Pennsylvania
$2.37M -$35.8K -118 -1%
AWS
2785
Aspen Wealth Strategies
Colorado
$2.37M -$33.7K -111 -1%
MCRM
2786
Midway Capital Research & Management
Illinois
$2.37M +$17.9K +59 +0.7%
WWM
2787
Whalen Wealth Management
Nevada
$2.37M +$1.36M +4,490 +126%
OCM
2788
Orion Capital Management
California
$2.36M -$15.2K -50 -0.6%
BSSFA
2789
Baron Silver Stevens Financial Advisors
Florida
$2.36M -$2M -6,603 -45%
EFH
2790
Eaton Financial Holdings
Florida
$2.35M -$516K -1,700 -18%
GCM
2791
GoodHaven Capital Management
New Jersey
$2.35M – – –
I
2792
InterCapital
Texas
$2.35M +$2.43M +8,000 New
CC
2793
Commons Capital
Massachusetts
$2.35M +$10K +33 +0.4%
FHC
2794
First Heartland Consultants
Missouri
$2.35M -$20.6K -68 -0.8%
EFM
2795
Eley Financial Management
Vermont
$2.34M -$50.4K -166 -2%
JE
2796
JMAC Enterprises
Pennsylvania
$2.34M +$182K +600 +8%
JWWM
2797
Johnson & White Wealth Management
Pennsylvania
$2.34M -$1.52K -5 -0.1%
VSQM
2798
V-Square Quantitative Management
Illinois
$2.34M +$63.4K +209 +3%
NG
2799
Northstar Group
New York
$2.34M +$6.07K +20 +0.3%
OWA
2800
One Wealth Advisors
California
$2.33M +$92.9K +306 +4%
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112
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