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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
2826
Hamilton Capital
Ohio
$706K -$103K -752 -13%
IA
2827
Insight Advisors
Pennsylvania
$704K +$58.7K +427 +10%
VWM
2828
Vigilare Wealth Management
Arizona
$704K -$8.8K -64 -1%
SFG
2829
Sovereign Financial Group
Connecticut
$702K +$42.1K +306 +7%
LF
2830
Lee Financial
Texas
$701K -$23.8K -173 -3%
SFP
2831
Sweet Financial Partners
Minnesota
$700K -$7.98K -58 -1%
WDA
2832
Wendell David Associates
New Hampshire
$699K -$10.3K -75 -2%
PAG
2833
Paladin Advisory Group
Iowa
$696K +$1.79K +13 +0.3%
TLP
2834
Trinity Legacy Partners
Texas
$693K -$26.1K -190 -4%
HWM
2835
Horizon Wealth Management
Illinois
$692K +$1.93K +14 +0.3%
LA
2836
Latitude Advisors
Florida
$691K -$210K -1,526 -24%
MWM
2837
MinichMacGregor Wealth Management
New York
$690K -$18.6K -135 -3%
TCM
2838
Triumph Capital Management
Colorado
$689K -$105K -761 -14%
GG
2839
GenWealth Group
New Jersey
$688K – – –
WCM
2840
Wedge Capital Management
North Carolina
$688K +$315K +2,290 +94%
APW
2841
Axim Planning & Wealth
Ohio
$686K +$10K +73 +2%
CWM
2842
Centurion Wealth Management
Virginia
$686K +$23.7K +172 +4%
RWI
2843
Red Wave Investments
Pennsylvania
$686K +$8.94K +65 +1%
WAM
2844
Weinberger Asset Management
California
$684K +$42.1K +306 +7%
PWS
2845
Private Wealth Strategies
Ohio
$684K +$9.35K +68 +1%
DAM
2846
Derbend Asset Management
Georgia
$683K +$97.7K +710 +18%
RCM
2847
Requisite Capital Management
Texas
$682K – – –
FPCG
2848
Forum Private Client Group
Indiana
$681K +$1.93K +14 +0.3%
UWPG
2849
Ullmann Wealth Partners Group
Florida
$681K -$1.51K -11 -0.2%
EWA
2850
ERTS Wealth Advisors
Michigan
$680K +$13.2K +96 +2%
112 113
114
115 116