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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
3076
DB Wealth Management Group
California
$234K – – –
MIG
3077
McGuire Investment Group
Rhode Island
$234K +$2.67K +17 +1%
DBRC
3078
D.B. Root & Company
Pennsylvania
$233K -$91.4K -583 -29%
RWM
3079
Rezny Wealth Management
Florida
$233K -$784 -5 -0.3%
HP
3080
HT Partners
Connecticut
$232K +$3.29K +21 +2%
KFP
3081
Keystone Financial Planning
Ohio
$231K – – –
AL
3082
ACAS LLC
California
$230K – – –
QWM
3083
Quaker Wealth Management
New Jersey
$230K +$220K +1,405 New
CC
3084
Claybrook Capital
Massachusetts
$229K -$6.55M -41,749 -97%
HCM
3085
Horrell Capital Management
Arkansas
$229K -$15.7K -100 -7%
AI
3086
AXS Investments
New York
$228K -$832K -5,305 -79%
CPA
3087
Cowen Prime Advisors
New York
$228K – – –
ACP
3088
Arcus Capital Partners
Georgia
$228K +$627 +4 +0.3%
RPGK
3089
Retirement Planning Group (Kansas)
Kansas
$227K +$3.92K +25 +2%
TFA
3090
Toth Financial Advisory
Virginia
$227K +$5.33K +34 +3%
FAM
3091
Flaharty Asset Management
Florida
$226K -$7.21K -46 -3%
SSC
3092
Syverson Strege & Co
Iowa
$226K +$216K +1,378 New
CPWM
3093
Cypress Point Wealth Management
Texas
$225K – – –
DT
3094
Daniels + Tansey
Delaware
$224K +$784 +5 +0.4%
WFPG
3095
Waller Financial Planning Group
Ohio
$223K +$214K +1,365 New
BBW
3096
Blue Barn Wealth
Utah
$222K +$213K +1,358 New
SFP
3097
Sterling Financial Planning
New Jersey
$221K -$12.5K -80 -6%
AFS
3098
Annapolis Financial Services
Maryland
$221K +$15.4K +98 +8%
PWM
3099
PRW Wealth Management
Massachusetts
$220K -$4.72M -30,136 -96%
I2I
3100
Insight 2811 Inc
Illinois
$220K -$112K -717 -35%
122 123
124
125 126