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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
3051
Successful Portfolios
Florida
$504K -$13.6K -91 -3%
FA
3052
Forefront Analytics
Pennsylvania
$504K +$3.3K +22 +0.6%
SOW
3053
State of Wyoming
Wyoming
$502K -$540K -3,604 -51%
HWP
3054
Hibernia Wealth Partners
Louisiana
$501K +$518K +3,457 New
JCM
3055
J2 Capital Management
Michigan
$499K +$8.99K +60 +2%
ADMI
3056
Albert D. Mason Inc
Massachusetts
$498K -$7.2K -48 -1%
NAG
3057
Northstar Advisory Group
New Jersey
$498K +$514K +3,432 New
I2I
3058
Insight 2811 Inc
Illinois
$497K -$10.8K -72 -2%
IFO
3059
Independent Family Office
New York
$496K – – –
GA
3060
GSG Advisors
New Jersey
$496K +$513K +3,422 New
BDA
3061
Borer Denton & Associates
Pennsylvania
$495K +$5.1K +34 +1%
UL
3062
Unionview LLC
Washington
$495K -$1.5K -10 -0.3%
HP
3063
Hilltop Partners
Indiana
$494K +$60.1K +401 +13%
TPW
3064
Tiller Private Wealth
Pennsylvania
$492K – – –
SWM
3065
Selective Wealth Management
Virginia
$492K -$60.3K -402 -10%
FSC
3066
Full Sail Capital
Oklahoma
$491K +$5.1K +34 +1%
GM
3067
GeoWealth Management
Illinois
$491K +$5.85K +39 +1%
PFG
3068
Prosperity Financial Group
California
$491K +$22.9K +153 +5%
PP
3069
Paloma Partners
Connecticut
$488K +$505K +3,368 New
ACM
3070
Advance Capital Management
Michigan
$487K +$10.6K +71 +2%
PPW
3071
Pasadena Private Wealth
California
$486K -$21.7K -145 -4%
KIC
3072
Keating Investment Counselors
Florida
$486K -$17.7K -118 -3%
LFG
3073
Lockerman Financial Group
California
$486K +$3.3K +22 +0.7%
TFGT
3074
TS Financial Group (TSFG)
Illinois
$485K +$150K +1,001 +43%
PP
3075
Patron Partners
Texas
$483K +$26.8K +179 +6%
121 122
123
124 125