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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
3176
Bridgewealth Advisory Group
California
$749K +$2.15K +11 +0.3%
DPI
3177
Diversified Portfolios Inc
Michigan
$748K – – –
TC
3178
TradeLink Capital
Illinois
$748K +$723K +3,700 New
TWM
3179
Tanager Wealth Management
United Kingdom
$748K -$941K -4,814 -57%
RWM
3180
Reston Wealth Management
Virginia
$747K -$193K -985 -21%
RW
3181
Rede Wealth
Virginia
$747K -$391 -2 -0.1%
NIC
3182
Northwest Investment Counselors
Oregon
$746K +$73.1K +374 +11%
MF
3183
Meridian Financial
Massachusetts
$745K -$4.89K -25 -0.7%
PCMC
3184
Paragon Capital Management (Colorado)
Colorado
$745K -$978 -5 -0.1%
WFA
3185
Wellspring Financial Advisors
Ohio
$743K +$78.8K +403 +12%
SL
3186
Salomon & Ludwin
Virginia
$739K -$492K -2,519 -41%
WLG
3187
Williamson Legacy Group
Indiana
$739K +$114K +581 +19%
1W
3188
1776 Wealth
Georgia
$738K +$32.5K +166 +5%
1WM
3189
1858 Wealth Management
Ohio
$737K +$187K +956 +36%
AWM
3190
Ariadne Wealth Management
California
$736K +$711K +3,639 New
MWM
3191
Mosley Wealth Management
California
$734K -$87K -445 -11%
NA
3192
Nottingham Advisors
New York
$734K -$33.8K -173 -5%
BFS
3193
Burkett Financial Services
South Carolina
$733K -$1.17K -6 -0.2%
RWM
3194
RBA Wealth Management
California
$731K -$9.19K -47 -1%
SFWC
3195
Strategic Family Wealth Counselors
New Jersey
$729K +$9.19K +47 +1%
MAG
3196
Mayfair Advisory Group
Alabama
$727K +$75.1K +384 +12%
HAS
3197
Holland Advisory Services
Florida
$726K +$391 +2 +0.1%
AFG
3198
Arkansas Financial Group
Arkansas
$726K -$25.6K -131 -4%
IWA
3199
IBEX Wealth Advisors
New Jersey
$724K +$700K +3,582 New
WCG
3200
Weaver Consulting Group
California
$724K +$114K +584 +19%
126 127
128
129 130