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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2826
Sovereign Financial Group
Connecticut
$609K +$64.6K +510 +13%
GFPC
2827
Global Financial Private Client
Florida
$608K +$11.7K +92 +2%
ABLA
2828
Alan B. Lancz & Associates
Ohio
$605K – – –
RA
2829
Rational Advisors
New York
$605K -$235K -1,858 -29%
APW
2830
Axim Planning & Wealth
Ohio
$604K +$250K +1,971 +78%
UWPG
2831
Ullmann Wealth Partners Group
Florida
$604K +$33.8K +267 +6%
CWM
2832
Centurion Wealth Management
Virginia
$604K +$570K +4,501 New
MFGP
2833
Marshall Financial Group (Pennsylvania)
Pennsylvania
$603K +$2.15K +17 +0.4%
PWS
2834
Private Wealth Strategies
Ohio
$600K +$29.1K +230 +5%
PCI
2835
Planning Center Inc
Illinois
$599K +$1.77K +14 +0.3%
DI
2836
Diligent Investors
California
$598K +$46.8K +369 +9%
CGH
2837
CMG Global Holdings
Texas
$596K +$34K +268 +6%
TSWM
2838
Tyler-Stone Wealth Management
Ohio
$596K +$7.98K +63 +1%
GDP
2839
Great Diamond Partners
Maine
$595K -$57.8K -456 -9%
CFAM
2840
Center For Asset Management
Florida
$595K +$127K +1,004 +29%
OLVIG
2841
Oliver Lagore Vanvalin Investment Group
Michigan
$594K +$3.04K +24 +0.5%
SAA
2842
Southeast Asset Advisors
Georgia
$594K -$62.6K -494 -10%
GA
2843
Geller Advisors
New York
$593K +$47.3K +373 +9%
BAG
2844
Bridgewealth Advisory Group
California
$593K +$561K +4,424 New
DWP
2845
Destiny Wealth Partners
Florida
$592K +$39.5K +312 +8%
SFG
2846
SNS Financial Group
Minnesota
$590K +$49.5K +391 +10%
SWA
2847
Sax Wealth Advisors
New Jersey
$590K -$2.41K -19 -0.4%
SVCP
2848
Silicon Valley Capital Partners
California
$590K -$179K -1,416 -24%
EIA
2849
Eldridge Investment Advisors
New Hampshire
$589K +$26.6K +210 +5%
CFLC
2850
California First Leasing Corp
California
$587K – – –
112 113
114
115 116