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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3251
Sierra Capital
Florida
$732K – – –
BW
3252
BIP Wealth
Georgia
$730K +$34.3K +163 +5%
AI
3253
AXS Investments
New York
$729K -$138K -654 -16%
BFS
3254
Burkett Financial Services
South Carolina
$728K -$36.2K -172 -5%
RHAM
3255
Round Hill Asset Management
California
$728K -$812K -3,854 -53%
JSAM
3256
J. Safra Asset Management
New York
$727K +$57.1K +271 +9%
HNWA
3257
Henrickson Nauta Wealth Advisors
Michigan
$725K +$9.48K +45 +1%
GA
3258
GSG Advisors
New Jersey
$724K +$69.7K +331 +10%
VWM
3259
Vigilare Wealth Management
Arizona
$724K -$216K -1,024 -23%
IWP
3260
Invenio Wealth Partners
Florida
$721K – – –
EA
3261
Emerald Advisors
Washington
$720K +$13.1K +62 +2%
HIA
3262
HTG Investment Advisors
Connecticut
$719K -$5.48K -26 -0.8%
JF
3263
Joule Financial
Kentucky
$719K -$35K -166 -5%
GWM
3264
Glass Wealth Management
Texas
$718K +$5.9K +28 +0.8%
OCG
3265
Opus Capital Group
Ohio
$717K +$32.9K +156 +5%
LFS
3266
Legacy Financial Strategies
Kansas
$715K -$86.1K -409 -11%
BTC
3267
Bank & Trust Company
Illinois
$715K -$17.1K -81 -2%
PG
3268
Prostatis Group
Maryland
$713K -$80.3K -381 -10%
AFG
3269
Arkansas Financial Group
Arkansas
$713K -$44.2K -210 -6%
PWM
3270
Prosperity Wealth Management
California
$713K – – –
LFA
3271
Laraway Financial Advisors
Minnesota
$711K – – –
WJA
3272
Willis Johnson & Associates
Texas
$710K -$44K -209 -6%
FA
3273
FDx Advisors
Illinois
$707K -$13.7K -65 -2%
PCFFS
3274
Pacific Center for Financial Services
California
$706K +$10.3K +49 +1%
FCM
3275
Fourpath Capital Management
Oklahoma
$706K +$82.6K +392 +13%
129 130
131
132 133