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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
2801
Marks Group Wealth Management
Minnesota
$462K +$18.1K +115 +4%
1WM
2802
1900 Wealth Management
Texas
$460K +$37.4K +238 +9%
RWM
2803
Raffa Wealth Management
District of Columbia
$455K -$351K -2,238 -43%
AC
2804
Avenir Corporation
Virginia
$455K – – –
GAM
2805
Gemmer Asset Management
California
$455K +$157 +1 +0%
AWA
2806
Aaron Wealth Advisors
Illinois
$455K +$91.2K +581 +25%
GFPC
2807
Global Financial Private Client
Florida
$455K -$157 -1 -0%
CCA
2808
Column Capital Advisors
Indiana
$453K -$5.18K -33 -1%
EWA
2809
Evolution Wealth Advisors
Florida
$451K -$172K -1,095 -27%
HWM
2810
Howard Wealth Management
Connecticut
$451K +$3.93K +25 +0.9%
WCG
2811
Weaver Consulting Group
California
$451K +$43.7K +278 +11%
RGC
2812
Roberts, Glore & Co
Illinois
$450K – – –
JWM
2813
JFG Wealth Management
Colorado
$450K +$454K +2,890 New
HKAM
2814
Horizon Kinetics Asset Management
New York
$449K +$157K +997 +53%
PCMM
2815
Piedmont Capital Management (Montana)
Montana
$448K -$64.7K -412 -13%
PWS
2816
Paragon Wealth Strategies
Florida
$448K +$2.2K +14 +0.5%
LGA
2817
Lebenthal Global Advisors
New York
$447K -$114K -727 -20%
IWA
2818
IVC Wealth Advisors
Pennsylvania
$447K +$2.04K +13 +0.5%
MAG
2819
Mayfair Advisory Group
Alabama
$447K +$12.6K +80 +3%
RC
2820
Rovin Capital
Arizona
$443K +$7.22K +46 +2%
ASFA
2821
All Season Financial Advisors
Colorado
$443K +$447K +2,846 New
LWMG
2822
Levy Wealth Management Group
Pennsylvania
$441K +$445K +2,832 New
LRIA
2823
Leonard Rickey Investment Advisors
Washington
$440K -$32.2K -205 -7%
FA
2824
Fortis Advisors
Pennsylvania
$439K – – –
CF
2825
Corrigan Financial
Rhode Island
$438K +$1.41K +9 +0.3%
111 112
113
114 115