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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3301
Synergy Asset Management
Washington
$281K -$61.7K -450 -17%
AFS
3302
Axiom Financial Strategies
Indiana
$280K -$1.92K -14 -0.6%
KFS
3303
Kaizen Financial Strategies
California
$277K -$14.4K -105 -5%
CWM
3304
Campbell Wealth Management
Virginia
$277K -$10.6K -77 -3%
GCM
3305
G2 Capital Management
Ohio
$276K +$4.11K +30 +1%
T
3306
TNF
Montana
$275K -$13.3K -97 -5%
GA
3307
GoalVest Advisory
New York
$275K +$110K +802 +61%
SSW
3308
Smith Shellnut Wilson
Mississippi
$275K -$22.7K -166 -7%
LFA
3309
Level Financial Advisors
New York
$274K -$3.7K -27 -1%
RJTCONH
3310
Raymond James Trust Company of New Hampshire
New Hampshire
$274K -$23.8K -174 -8%
TC
3311
Truvestments Capital
Florida
$274K -$34.8K -254 -11%
SAG
3312
Spotlight Asset Group
Illinois
$273K +$307K +2,237 New
BBPWM
3313
Blue Bell Private Wealth Management
Pennsylvania
$273K – – –
CWA
3314
Consilio Wealth Advisors
Washington
$272K +$59.6K +435 +26%
LSIA
3315
LaSalle St. Investment Advisors
Illinois
$270K +$285K +2,079 New
HFW
3316
Horizon Family Wealth
Illinois
$270K -$212K -1,545 -43%
PAWA
3317
Palo Alto Wealth Advisors
California
$269K -$19.6K -143 -6%
VW
3318
Vance Wealth
California
$269K +$29.3K +214 +12%
RHJA
3319
Rice Hall James & Associates
California
$268K – – –
NF
3320
Norwood Financial
Pennsylvania
$268K – – –
OPPS
3321
Obsidian Personal Planning Solutions
Maryland
$268K – – –
BIA
3322
Beacon Investment Advisors
Maryland
$267K +$1.78K +13 +0.6%
CRG
3323
Cornerstone Retirement Group
Nevada
$267K +$33.7K +246 +14%
CC
3324
Codex Capital
New York
$266K – – –
TBWA
3325
Three Bridge Wealth Advisors
California
$266K +$280K +2,040 New
131 132
133
134 135