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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3201
Lionsbridge Wealth Management
Florida
$1.67M -$64K -206 -4%
CSI
3202
Cross Staff Investments
New York
$1.66M +$8.07K +26 +0.5%
BW
3203
Blalock Williams
Alabama
$1.66M +$56.5K +182 +4%
VFG
3204
Victory Financial Group
Texas
$1.66M +$206K +663 +15%
APC
3205
Aspire Private Capital
North Carolina
$1.66M -$240K -772 -13%
BFWA
3206
Benchmark Financial Wealth Advisors
Florida
$1.66M -$296K -953 -16%
OPW
3207
Oxler Private Wealth
New York
$1.66M +$7.14K +23 +0.5%
EI
3208
Ellevest Inc
New York
$1.66M +$486K +1,564 +36%
SFWC
3209
Strategic Family Wealth Counselors
New Jersey
$1.65M -$3.73K -12 -0.2%
WIM
3210
Wiregrass Investment Management
Georgia
$1.65M -$2.51M -8,087 -62%
CPC
3211
Consolidated Planning Corp
Georgia
$1.65M +$96.6K +311 +7%
UWP
3212
Uniting Wealth Partners
Kansas
$1.65M -$72K -232 -4%
PAMP
3213
Polar Asset Management Partners
Ontario, Canada
$1.65M +$1.57M +5,043 New
BAM
3214
Beaumont Asset Management
Texas
$1.64M -$2.17K -7 -0.1%
IWA
3215
Inspirion Wealth Advisors
Illinois
$1.64M -$16.8K -54 -1%
BWM
3216
Brown Wealth Management
Illinois
$1.64M +$48.1K +155 +3%
LIA
3217
Lynx Investment Advisory
District of Columbia
$1.64M +$659K +2,121 +74%
HP
3218
Holowesko Partners
Bahamas
$1.64M – – –
SGWP
3219
Sun Group Wealth Partners
California
$1.64M -$25.8K -83 -2%
FA
3220
Forefront Analytics
Pennsylvania
$1.64M +$4.04K +13 +0.3%
ODIJL
3221
One Day In July LLC
Vermont
$1.64M +$197K +633 +15%
GPWA
3222
Great Point Wealth Advisors
Massachusetts
$1.63M – – –
EIP
3223
Essential Investment Partners
Colorado
$1.63M +$365K +1,176 +31%
PAA
3224
Peregrine Asset Advisers
Oregon
$1.63M +$14.3K +46 +0.9%
TCM
3225
Tributary Capital Management
Nebraska
$1.63M +$434K +1,396 +39%
127 128
129
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