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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
3151
Lountzis Asset Management
Pennsylvania
$163K – – –
PSIWM
3152
Paradigm Strategies in Wealth Management
Minnesota
$163K +$157 +1 +0.1%
DOA
3153
D'Orazio & Associates
Virginia
$161K – – –
NOI
3154
Newton One Investments
Delaware
$158K – – –
PP
3155
PrairieView Partners
Minnesota
$156K – – –
FGAM
3156
Financial Gravity Asset Management
Texas
$156K +$11.2K +71 New
CCM
3157
Cutler Capital Management
Massachusetts
$155K – – –
BAM
3158
Baldrige Asset Management
Pennsylvania
$155K +$156K +996 New
CFN
3159
Cordasco Financial Network
Florida
$148K – – –
OAJ
3160
Ogorek Anthony Joseph
New York
$142K – – –
SL
3161
Savior LLC
Massachusetts
$141K -$31.3K -199 -18%
IWP
3162
IAG Wealth Partners
Wisconsin
$138K +$2.67K +17 +2%
HFA
3163
HC Financial Advisors
California
$135K – – –
JWM
3164
Janiczek Wealth Management
Colorado
$134K +$11K +70 +9%
VCM
3165
Versant Capital Management
Arizona
$126K -$1.6M -10,207 -93%
LFG
3166
Larson Financial Group
Missouri
$124K +$26.7K +170 +27%
WFA
3167
West Financial Advisors
Iowa
$117K – – –
PO
3168
Private Ocean
California
$115K -$50.3K -320 -30%
RA
3169
Resolute Advisors
California
$113K – – –
EIP
3170
Ellis Investment Partners
Pennsylvania
$112K -$8.79K -56 -7%
MAM
3171
McCarthy Asset Management
California
$110K +$31.1K +198 +39%
LPWM
3172
Lake Point Wealth Management
Texas
$109K +$110K +700 New
PWP
3173
Personal Wealth Partners
Minnesota
$108K +$109K +695 New
ITFISA
3174
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$102K – – –
HL
3175
Harding Loevner
New Jersey
$100K – – –
125 126
127
128 129