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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
3251
Elevation Wealth Partners
California
$657K -$3.07K -17 -0.5%
ASG
3252
Ariston Services Group
California
$656K – – –
LFS
3253
Legacy Financial Strategies
Kansas
$656K +$20K +111 +4%
WFA
3254
Wellspring Financial Advisors
Ohio
$655K +$50.7K +281 +9%
UL
3255
Unionview LLC
Washington
$655K -$70.7K -392 -11%
ICP
3256
Interchange Capital Partners
Pennsylvania
$654K +$185K +1,027 +47%
FA
3257
FSA Advisors
Michigan
$651K +$45.1K +250 +8%
FA
3258
Forefront Analytics
Pennsylvania
$650K -$43.5K -241 -7%
BAM
3259
Bosun Asset Management
Illinois
$649K -$28.9K -160 -5%
CWM
3260
Cahaba Wealth Management
Georgia
$648K -$7.94K -44 -1%
DAM
3261
Deltec Asset Management
New York
$646K – – –
CAGAS
3262
Capital Advisory Group Advisory Services
Minnesota
$646K +$288K +1,594 +98%
WFM
3263
Wolff Financial Management
Michigan
$643K – – –
VWM
3264
VCI Wealth Management
Missouri
$642K +$148K +821 +34%
JLBC
3265
J.L. Bainbridge & Co
Florida
$641K – – –
CCIA
3266
Campbell & Co Investment Adviser
Maryland
$640K -$2.85M -15,777 -83%
RA
3267
Rise Advisors
New York
$640K +$261K +1,445 +83%
I2I
3268
Insight 2811 Inc
Illinois
$638K +$2.35K +13 +0.4%
RSWA
3269
Robinson Smith Wealth Advisors
Maine
$636K -$159K -881 -22%
LAM
3270
Lakewood Asset Management
Illinois
$635K +$209K +1,159 +58%
BBA
3271
Braun-Bostich & Associates
Pennsylvania
$634K +$37.5K +208 +7%
IGGA
3272
Iron Gate Global Advisors
Utah
$634K +$11.9K +66 +2%
MAG
3273
Mayfair Advisory Group
Alabama
$634K +$30.3K +168 +6%
ACC
3274
Acorn Creek Capital
Colorado
$632K -$3.43K -19 -0.6%
CW
3275
Cook Wealth
North Carolina
$632K -$361 -2 -0.1%
129 130
131
132 133