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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
3126
Wagner Wealth Management (South Carolina)
South Carolina
$867K -$64.7K -307 -7%
IAG
3127
Investmark Advisory Group
Connecticut
$865K +$8.21K +39 +1%
CIS
3128
Custom Index Systems
New York
$864K -$21.3K -101 -2%
AAG
3129
Armstrong Advisory Group
Massachusetts
$863K -$5.48K -26 -0.6%
KWM
3130
Kaydan Wealth Management
Michigan
$861K – – –
SGWM
3131
Sterling Group Wealth Management
California
$860K +$21.5K +102 +3%
WSWA
3132
Warren Street Wealth Advisors
California
$860K -$4K -19 -0.5%
WA1
3133
Wimmer Associates 1
California
$859K – – –
HKAM
3134
Horizon Kinetics Asset Management
New York
$858K – – –
IC
3135
Iconiq Capital
California
$857K +$359K +1,706 +72%
FFM
3136
Flagstone Financial Management
Nebraska
$855K +$200K +951 +31%
TFG
3137
Taylor Financial Group
Virginia
$852K – – –
QPW
3138
Quantum Private Wealth
Florida
$850K -$7.79K -37 -0.9%
MC
3139
McCarthy & Cox
Ohio
$848K +$471K +2,237 +125%
SF
3140
Safeguard Financial
Wisconsin
$848K +$126K +600 +18%
HWP
3141
Heritage Wealth Partners
Ohio
$847K -$318K -1,510 -27%
ONST
3142
Old North State Trust
North Carolina
$847K +$24.6K +117 +3%
IWA
3143
IVC Wealth Advisors
Pennsylvania
$846K +$16.4K +78 +2%
WPW
3144
Warther Private Wealth
Ohio
$846K -$335K -1,589 -28%
LK
3145
Lumbard & Kellner
New Hampshire
$844K +$843K +4,004 New
WDA
3146
Wendell David Associates
New Hampshire
$844K -$110K -522 -12%
GCP
3147
GSA Capital Partners
United Kingdom
$842K +$841K +3,994 New
WAM
3148
WealthTrust Asset Management
Florida
$841K +$43.6K +207 +5%
VF
3149
Virtu Financial
New York
$841K -$348K -1,650 -29%
HG
3150
Harbor Group
New Hampshire
$841K – – –
124 125
126
127 128