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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2926
Veery Capital
Delaware
$346K +$21K +134 +7%
JPLA
2927
Joseph P. Lucia & Associates
New York
$344K +$157 +1 +0%
FAG
2928
Financial Advisory Group
Texas
$344K +$784 +5 +0.2%
BA
2929
Bridge Advisory
California
$343K – – –
CFG
2930
Compton Financial Group
Maryland
$343K – – –
MA
2931
Mezzasalma Advisors
New Jersey
$342K +$314 +2 +0.1%
AWM
2932
Act Wealth Management
Texas
$341K – – –
AWM
2933
Adams Wealth Management
Utah
$341K – – –
BWA
2934
Beam Wealth Advisors
Louisiana
$341K +$327K +2,083 New
WFAG
2935
Wescott Financial Advisory Group
Pennsylvania
$340K +$326K +2,079 New
SAM
2936
Shikiar Asset Management
New York
$339K – – –
CAG
2937
Curtis Advisory Group
California
$338K -$68.7K -438 -18%
W
2938
WealthOne
New York
$338K -$37.6K -240 -10%
CCA
2939
Conestoga Capital Advisors
Pennsylvania
$338K – – –
AIM
2940
Arcadia Investment Management
Michigan
$337K – – –
FPF
2941
First Pacific Financial
Washington
$337K +$323K +2,060 New
WQ
2942
Wealth Quarterback
New Jersey
$337K +$2.19M +13,978 +649%
CCA
2943
Clearwater Capital Advisors
Illinois
$336K -$2.82K -18 -0.9%
NEPPG
2944
New England Professional Planning Group
Rhode Island
$334K – – –
DC
2945
Derby & Company
Massachusetts
$334K +$26.3K +168 +9%
TCM
2946
Teza Capital Management
Illinois
$333K -$1.18M -7,536 -79%
EF
2947
Exeter Financial
Arizona
$332K -$14.7K -94 -4%
DPI
2948
Diversified Portfolios Inc
Michigan
$332K – – –
KBFS
2949
Kohmann Bosshard Financial Services
Ohio
$330K – – –
PBF
2950
Petix & Botte Financial
California
$329K +$316K +2,014 New
116 117
118
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