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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LGG
3026
Luts & Greenleigh Group
Maryland
$754K -$17.1K -113 -2%
JF
3027
Jump Financial
Illinois
$753K -$389K -2,565 -37%
HC
3028
Hamilton Capital
Ohio
$752K -$30K -198 -4%
DWG
3029
Darden Wealth Group
Michigan
$751K +$669K +4,417 New
AT
3030
Avalon Trust
New Mexico
$751K +$15.6K +103 +2%
CGH
3031
CMG Global Holdings
Texas
$748K -$15.5K -102 -2%
DI
3032
Disciplined Investments
Oklahoma
$747K +$1.21K +8 +0.2%
TWM
3033
Tanager Wealth Management
United Kingdom
$746K -$8.03K -53 -1%
TFF
3034
The Family Firm
Maryland
$746K +$3.18K +21 +0.5%
SWA
3035
Sax Wealth Advisors
New Jersey
$746K -$27.6K -182 -4%
CWG
3036
Crown Wealth Group
North Carolina
$746K +$32.9K +217 +5%
CFLC
3037
California First Leasing Corp
California
$745K – – –
WPW
3038
Watershed Private Wealth
Illinois
$744K +$160K +1,054 +32%
VWM
3039
Vigilare Wealth Management
Arizona
$741K +$1.51K +10 +0.2%
PHIC
3040
Pine Haven Investment Counsel
Massachusetts
$741K -$42K -277 -6%
FNC
3041
First National Corp
Massachusetts
$741K +$7.27K +48 +1%
TF
3042
Trek Financial
Arizona
$741K +$173K +1,139 +35%
EIA
3043
Eldridge Investment Advisors
New Hampshire
$740K -$31.2K -206 -5%
SFM
3044
Spartan Fund Management
Canada
$733K – – –
TSWM
3045
Tyler-Stone Wealth Management
Ohio
$733K -$6.82K -45 -1%
HWA
3046
Hillcrest Wealth Advisors
New Jersey
$733K – – –
ZIMP
3047
Zimmermann Investment Management & Planning
Pennsylvania
$730K +$11.4K +75 +2%
BWM
3048
Baron Wealth Management
Michigan
$729K +$63.5K +419 +11%
NA
3049
Nottingham Advisors
New York
$729K +$88.2K +582 +16%
KWS
3050
Keystone Wealth Services
California
$728K -$11.8K -78 -2%
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122
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